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Axis Hybrid Fund Series 5 Direct Growth
+3.46%
3Y annualised
+0.01% 1D
NAV: 30 Sep '20
₹14.63
Min. for SIP
--
Fund size (AUM)
₹9.83 Cr
Expense ratio
--
Rating
--
Holdings (6)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| REC Ltd. | Financial | Bonds | 10.30% |
| NHPC Ltd. | Energy | Debenture | 10.29% |
| LIC Housing Finance Ltd. | Financial | Debenture | 10.28% |
| REC Ltd. | Financial | Bonds | 10.25% |
| NHPC Ltd. | Energy | Debenture | 10.24% |
| LIC Housing Finance Ltd. | Financial | Debenture | 10.22% |
Minimum investments
Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.5% | +3.5% | +3.1% | +5.4% |
| Category average (Hybrid Conservative Hybrid) | +8.8% | +15.1% | -- | -- |
| Rank (Hybrid Conservative Hybrid) | 46 | 21 | 4 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +1.65% | +8.72% | 3,453.72 | |
 | +0.94% | +8.49% | 3,269.92 | |
 | +4.73% | +8.43% | 977.17 | |
 | +1.42% | +8.24% | 175.30 | |
 | +2.49% | +8.07% | 10,107.43 | |
| Compare | ||||
About Axis Hybrid Fund Series 5 Direct Growth
Axis Hybrid Fund Series 5 Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. The fund currently has an Asset Under Management(AUM) of ₹3,65,899 Cr and the Latest NAV as of 30 Sep 2020 is ₹14.63.
The Axis Hybrid Fund Series 5 Direct Growth is rated Moderately High risk.
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Investment Objective
The primary objective is to generate income by investing in high quality fixed income securities whilst the secondary objective is to generate capital appreciation by investing in equity and equity related instruments.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,65,899.22 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,