Axis Equity Hybrid Fund-Reg(M-IDCW)

14.73 -0.01 (-0.07%) NAV as on 22-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.8920.7846.6617.44NA15.67
Category Avg9.2018.1648.0415.09NA14.12
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
20217.80NANA0.90
202012.567.1719.28-20.04
20193.373.743.792.54
2018NANA2.50NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202015.061335NA
201914.14535NA
2018-1.71835NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)268.4104-Apr-0171.8526.9918.517.39
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)22.8420-Jul-1671.9919.6816.5617.29
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.4407-Apr-1745.2218.78-14.7
DSP Equity & Bond Fund-Reg(G)238.5531-May-9949.918.4813.4715.26
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.6008
Semi Standard Deviation [%]0.0630
Beta [%]-0.4134
Sharp Ratio [%]1.0144
R-Square [%]-0.0530
Expense Ratio [%]2.1700
AVG Ratio [%]0.0100
Other Ratios
Jenson Ratio [%]0.1431
Treynor Ratio [%]-0.3470
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1480
SORTINO Ratio [%]-0.0153

Return Calculator

MARKET STATS As on 23/09/2021 As on 23/09/2021

17747.10 (1.14) 59703.00 (1.32)

TOP GAINERS

Company Price Change Gain (%)
GeeCee Ventures166.5022.0515.26
JBM Auto527.6567.3514.63

TOP LOSERS

Company Price Change Loss (%)
Artemis Medicare39.95-372.85-90.32
Gayatri Highways0.60-0.05-7.69

Portfolio Comparison

MUTUAL FUND ACTIVITY