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

15.33 -0.10 (-0.65%) NAV as on 20-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.3519.9344.3518.46NA17.48
Category Avg10.0317.6944.5214.41NA14.31
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
20218.26NANA1.17
202013.017.5419.74-19.77
20193.934.064.082.93
2018NANA3.02NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
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)263.2204-Apr-0168.6526.1619.0117.44
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)22.6620-Jul-1666.9519.2917.3117.8
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.3607-Apr-1741.5417.96-14.96
Canara Rob Equity Hybrid Fund-Reg(G)245.6730-Mar-9340.9817.3814.8611.88
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.7842
Semi Standard Deviation [%]0.0631
Beta [%]-0.3504
Sharp Ratio [%]0.9668
R-Square [%]-0.0443
Expense Ratio [%]0.7200
AVG Ratio [%]0.0094
Other Ratios
Jenson Ratio [%]0.1382
Treynor Ratio [%]-0.3960
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1464
SORTINO Ratio [%]-0.0253

Return Calculator

MARKET STATS As on 21/09/2021 As on 21/09/2021

17513.55 (0.67) 58903.55 (0.71)

TOP GAINERS

Company Price Change Gain (%)
Hindustan Composites356.7551.1516.74
Amrutanjan Healthcar871.7598.8012.78

TOP LOSERS

Company Price Change Loss (%)
Libas Consumer Prod52.60-7.35-12.26
Shradha Infraproject53.55-5.00-8.54

Portfolio Comparison

MUTUAL FUND ACTIVITY