Axis Equity Hybrid Fund(M-IDCW)-Direct Plan

14.93 0.02 (0.13%) NAV as on 25-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.807.5621.0118.77NA15.02
Category Avg-2.156.1422.5515.88NA13.29
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20218.2612.171.701.17
202013.017.5419.74-19.77
20193.934.064.082.93
2018NANA3.02NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202124.962135NA
202016.741335NA
201915.86535NA
2018-11835NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)273.2104-Apr-0139.6928.4919.6917.18
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)23.2220-Jul-1646.524.2417.2816.49
ICICI Pru Equity & Debt Fund(G)221.9403-Nov-9941.8720.9515.314.95
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.3407-Apr-1719.8118.47-13.46
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.5981
Semi Standard Deviation [%]0.0640
Beta [%]-0.3029
Sharp Ratio [%]0.4142
R-Square [%]-0.0358
Expense Ratio [%]0.7200
AVG Ratio [%]0.0048
Other Ratios
Jenson Ratio [%]0.0640
Treynor Ratio [%]-0.2175
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0993
SORTINO Ratio [%]-0.0966

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17277.95 (0.75) 57858.15 (0.64)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin327.0054.5020.00
Sharda Cropchem525.3587.5520.00

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY