Axis Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 26
BMSMONEY Rating
Growth Option As On: 24-04-2024
NAV ₹17.8 (R) +0.23% ₹19.25 (D) +0.21%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 21.17% 11.3% 11.91% -% -%
LumpSum Dir. P 22.53% 12.72% 13.39% -% -%
SIP Reg. P 19.59% 8.67% 11.71% -% -%
SIP Dir. P 20.94% 9.96% 13.15% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.23 0.13 0.43 -4.58% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.75% -11.62% -13.58% 1.08 7.34%

NAV Date: 24-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Equity Hybrid Fund - Regular Plan - Regular IDCW 12.74
0.0200
0.1600%
Axis Equity Hybrid Fund - Regular Plan - Monthly IDCW 13.05
0.0300
0.2300%
Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW 13.37
0.0300
0.2200%
Axis Equity Hybrid Fund - Direct Plan - Regular IDCW 13.82
0.0300
0.2200%
Axis Equity Hybrid Fund - Direct Plan - Quarterly IDCW 14.73
0.0300
0.2000%
Axis Equity Hybrid Fund - Direct Plan - Monthly IDCW 15.6
0.0300
0.1900%
Axis Equity Hybrid Fund - Regular Plan - Growth Option 17.8
0.0400
0.2300%
Axis Equity Hybrid Fund - Direct Plan - Growth Option 19.25
0.0400
0.2100%

Review Date: March 28, 2024

The Aggressive Hybrid Fund category has 26 funds. Performance of the Axis Equity Hybrid Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 26th (out of 26 funds), which is ok rank in the Aggressive Hybrid Fund category.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Axis Equity Hybrid Fund has poor return performance, as all 1 year and above return parameters are below average in Aggressive Hybrid Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Axis Equity Hybrid Fund has given return of 0.57% in last one month which is good as it is above average in Aggressive Hybrid Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Axis Equity Hybrid Fund has given return of 1.8% in last three month which is very poor as it is in the fourth quartile in Aggressive Hybrid Fund.
  3. 1 Year Return%: The Axis Equity Hybrid Fund has given return of 23.78% in last one year which is very poor as it is in the fourth quartile in Aggressive Hybrid Fund. The one year return rank of Axis Equity Hybrid Fund is 25 in 26 funds. The investment of ₹ 10,000 in this fund would have become ₹ 12378.0 in one year.
  4. 3 Year Return%: The Axis Equity Hybrid Fund has given return of 10.25% in last three year which is very poor as it is in the fourth quartile with rank of 25 in 25 funds. in Aggressive Hybrid Fund.
  5. 5 Year Return%: The Axis Equity Hybrid Fund has given return of 11.72% in last five year which is very poor as it is in the fourth quartile with rank of 18 in 23 funds. in Aggressive Hybrid Fund.
  6. 1 Year SIP Return%: The Axis Equity Hybrid Fund has given return of 2.09% in last one year which is very poor as it is in the fourth quartile with rank of 26 in 26 funds. in Aggressive Hybrid Fund.
  7. 3 Year SIP Return%: The Axis Equity Hybrid Fund has given return of 8.09% in last three year which is very poor as it is in the fourth quartile with rank of 25 in 25 funds. in Aggressive Hybrid Fund.
  8. 5 Year SIP Return%: The Axis Equity Hybrid Fund has given return of 11.35% in last five year which is very poor as it is in the fourth quartile with rank of 23 in 23 funds. in Aggressive Hybrid Fund.
    9. '
'

The Axis Equity Hybrid Fund has poor risk performance, as non of above risk paramerters are above average Aggressive Hybrid Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Axis Equity Hybrid Fund has standard deviation of 10.75 which is very poor as it is in the fourth quartile with risk rank of 19 in 20 funds. in Aggressive Hybrid Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Axis Equity Hybrid Fund has semi deviation of 7.34 which is very poor as it is in the fourth quartile with risk rank of 17 in 20 funds. in Aggressive Hybrid Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Axis Equity Hybrid Fund has max drawdown of -13.58% which is very poor as it is in the fourth quartile with risk rank of 19 in 20 funds. in Aggressive Hybrid Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Axis Equity Hybrid Fund has 1Y VaR at 95% of -11.62% which is very poor as it is in the fourth quartile with risk rank of 17 in 20 funds. in Aggressive Hybrid Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Axis Equity Hybrid Fund has average drawdown of -3.1% which is good as it is above average with risk rank of 7 in 20 funds. in Aggressive Hybrid Fund.
    6. '
'

The Axis Equity Hybrid Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Aggressive Hybrid Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Sterling Ratio of 0.43 which is very poor as it is in the fourth quartile with risk rank of 19 in 20 funds. in Aggressive Hybrid Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Sortino Ratio of 0.13 which is very poor as it is in the fourth quartile with risk rank of 20 in 20 funds. in Aggressive Hybrid Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Jensen Alpha of -4.58% which is very poor as it is in the fourth quartile with risk rank of 20 in 20 funds. in Aggressive Hybrid Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Treynor Ratio of 0.02 which is very poor as it is in the fourth quartile with risk rank of 20 in 20 funds. in Aggressive Hybrid Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Modigliani Square Measure of 8.62% which is very poor as it is in the fourth quartile with risk rank of 20 in 20 funds. in Aggressive Hybrid Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Axis Equity Hybrid Fund has Alpha of -5.01% which is very poor as it is in the fourth quartile with risk rank of 20 in 20 funds. in Aggressive Hybrid Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 2.59
2.76
1.98 | 5.47 11 | 26
No
No
No
3M Return % 4.89
6.12
3.02 | 10.28 21 | 26
No
No
Yes
6M Return % 13.09
18.33
13.05 | 31.20 25 | 26
No
No
Yes
1Y Return % 21.17
30.06
21.17 | 54.65 26 | 26
No
No
Yes
3Y Return % 11.30
16.37
10.79 | 26.33 24 | 25
No
No
Yes
5Y Return % 11.91
14.53
10.97 | 24.62 19 | 23
No
No
Yes
1Y SIP Return % 19.59
29.38
19.59 | 53.56 26 | 26
No
No
Yes
3Y SIP Return % 8.67
15.60
8.67 | 27.62 25 | 25
No
No
Yes
5Y SIP Return % 11.71
17.18
11.71 | 27.18 23 | 23
No
No
Yes
Standard Deviation 10.75
9.81
8.80 | 12.68 19 | 20
No
No
Yes
Semi Deviation 7.34
6.89
6.17 | 8.89 17 | 20
No
No
Yes
Max Drawdown % -13.58
-9.59
-14.96 | -5.01 19 | 20
No
No
Yes
VaR 1 Y % -11.62
-10.51
-13.27 | -7.12 17 | 20
No
No
Yes
Average Drawdown % -3.10
-3.63
-6.28 | -2.17 7 | 20
Yes
No
No
Sharpe Ratio 0.23
0.75
0.23 | 1.72 20 | 20
No
No
Yes
Sterling Ratio 0.43
0.82
0.43 | 1.67 19 | 20
No
No
Yes
Sortino Ratio 0.13
0.40
0.13 | 1.04 20 | 20
No
No
Yes
Jensen Alpha % -4.58
1.49
-4.58 | 10.86 20 | 20
No
No
Yes
Treynor Ratio 0.02
0.07
0.02 | 0.16 20 | 20
No
No
Yes
Modigliani Square Measure % 8.62
14.45
8.62 | 23.71 20 | 20
No
No
Yes
Alpha % -5.01
1.75
-5.01 | 12.56 20 | 20
No
No
Yes
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 2.67 2.86 2.12 | 5.63 11 | 26
No
No
No
3M Return % 5.19 6.44 3.49 | 10.61 21 | 26
No
No
Yes
6M Return % 13.70 19.05 13.70 | 32.03 26 | 26
No
No
Yes
1Y Return % 22.53 31.64 22.28 | 56.95 25 | 26
No
No
Yes
3Y Return % 12.72 17.77 12.61 | 27.03 24 | 25
No
No
Yes
5Y Return % 13.39 15.87 11.88 | 26.04 19 | 23
No
No
Yes
1Y SIP Return % 20.94 30.97 20.91 | 56.09 25 | 26
No
No
Yes
3Y SIP Return % 9.96 16.97 9.96 | 29.19 25 | 25
No
No
Yes
5Y SIP Return % 13.15 18.56 13.15 | 28.66 23 | 23
No
No
Yes
Standard Deviation 10.75 9.81 8.80 | 12.68 19 | 20
No
No
Yes
Semi Deviation 7.34 6.89 6.17 | 8.89 17 | 20
No
No
Yes
Max Drawdown % -13.58 -9.59 -14.96 | -5.01 19 | 20
No
No
Yes
VaR 1 Y % -11.62 -10.51 -13.27 | -7.12 17 | 20
No
No
Yes
Average Drawdown % -3.10 -3.63 -6.28 | -2.17 7 | 20
Yes
No
No
Sharpe Ratio 0.23 0.75 0.23 | 1.72 20 | 20
No
No
Yes
Sterling Ratio 0.43 0.82 0.43 | 1.67 19 | 20
No
No
Yes
Sortino Ratio 0.13 0.40 0.13 | 1.04 20 | 20
No
No
Yes
Jensen Alpha % -4.58 1.49 -4.58 | 10.86 20 | 20
No
No
Yes
Treynor Ratio 0.02 0.07 0.02 | 0.16 20 | 20
No
No
Yes
Modigliani Square Measure % 8.62 14.45 8.62 | 23.71 20 | 20
No
No
Yes
Alpha % -5.01 1.75 -5.01 | 12.56 20 | 20
No
No
Yes
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.23 ₹ 10023.0 0.21 ₹ 10021.0
1W 1.25 ₹ 10125.0 1.26 ₹ 10126.0
1M 2.59 ₹ 10259.0 2.67 ₹ 10267.0
3M 4.89 ₹ 10489.0 5.19 ₹ 10519.0
6M 13.09 ₹ 11309.0 13.7 ₹ 11370.0
1Y 21.17 ₹ 12117.0 22.53 ₹ 12253.0
3Y 11.3 ₹ 13788.0 12.72 ₹ 14323.0
5Y 11.91 ₹ 17554.0 13.39 ₹ 18744.0
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 19.594 ₹ 13236.684 20.9361 ₹ 13319.088
3Y ₹ 36000 8.67 ₹ 41029.056 9.9609 ₹ 41815.692
5Y ₹ 60000 11.708 ₹ 80526.12 13.1454 ₹ 83445.3
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
24-04-2024 17.8 19.25
23-04-2024 17.76 19.21
22-04-2024 17.73 19.18
19-04-2024 17.62 19.06
18-04-2024 17.58 19.01
16-04-2024 17.61 19.05
15-04-2024 17.68 19.12
12-04-2024 17.87 19.32
09-04-2024 17.89 19.34
08-04-2024 17.89 19.34
05-04-2024 17.79 19.23
04-04-2024 17.75 19.19
03-04-2024 17.69 19.12
02-04-2024 17.68 19.11
01-04-2024 17.67 19.1
28-03-2024 17.54 18.96
27-03-2024 17.42 18.83
26-03-2024 17.35 18.75
22-03-2024 17.34 18.73
21-03-2024 17.25 18.64
20-03-2024 17.08 18.45
19-03-2024 17.07 18.44
18-03-2024 17.19 18.57
15-03-2024 17.15 18.53
14-03-2024 17.21 18.59
13-03-2024 17.06 18.43
12-03-2024 17.34 18.74
11-03-2024 17.39 18.79
07-03-2024 17.45 18.85
06-03-2024 17.44 18.83
05-03-2024 17.43 18.83
04-03-2024 17.48 18.87
01-03-2024 17.47 18.87
29-02-2024 17.33 18.72
28-02-2024 17.28 18.66
27-02-2024 17.44 18.83
26-02-2024 17.4 18.79
23-02-2024 17.46 18.85
22-02-2024 17.43 18.81
21-02-2024 17.35 18.74
20-02-2024 17.4 18.79
19-02-2024 17.39 18.77
16-02-2024 17.33 18.71
15-02-2024 17.24 18.61
14-02-2024 17.14 18.51
13-02-2024 17.1 18.46
12-02-2024 17.02 18.37
09-02-2024 17.18 18.54
08-02-2024 17.15 18.51
07-02-2024 17.24 18.61
06-02-2024 17.22 18.58
05-02-2024 17.1 18.45
02-02-2024 17.19 18.54
01-02-2024 17.13 18.48
31-01-2024 17.12 18.47
30-01-2024 16.97 18.3
29-01-2024 17.12 18.47
25-01-2024 16.97 18.3
24-01-2024 16.97 18.31
23-01-2024 16.85 18.18
19-01-2024 17.08 18.42
18-01-2024 16.98 18.31
17-01-2024 17.05 18.39
16-01-2024 17.28 18.64
15-01-2024 17.35 18.71
12-01-2024 17.31 18.67
11-01-2024 17.21 18.56
10-01-2024 17.18 18.52
09-01-2024 17.18 18.52
08-01-2024 17.13 18.47
05-01-2024 17.26 18.61
04-01-2024 17.22 18.57
03-01-2024 17.11 18.45
02-01-2024 17.22 18.56
01-01-2024 17.24 18.58
29-12-2023 17.23 18.57
28-12-2023 17.21 18.55
27-12-2023 17.16 18.5
26-12-2023 17.04 18.36
22-12-2023 17.01 18.33
21-12-2023 16.94 18.26
20-12-2023 16.87 18.18
19-12-2023 17.09 18.41
18-12-2023 17.06 18.39
15-12-2023 17.03 18.35
14-12-2023 16.89 18.2
13-12-2023 16.71 18.0
12-12-2023 16.69 17.98
11-12-2023 16.8 18.1
08-12-2023 16.79 18.09
07-12-2023 16.81 18.1
06-12-2023 16.81 18.1
05-12-2023 16.74 18.03
04-12-2023 16.68 17.96
01-12-2023 16.49 17.76
30-11-2023 16.38 17.64
29-11-2023 16.32 17.58
28-11-2023 16.24 17.49
24-11-2023 16.2 17.44
23-11-2023 16.22 17.46
22-11-2023 16.21 17.45
21-11-2023 16.2 17.44
20-11-2023 16.16 17.39
17-11-2023 16.18 17.42
16-11-2023 16.17 17.41
15-11-2023 16.12 17.35
13-11-2023 16.02 17.24
10-11-2023 16.01 17.23
09-11-2023 15.99 17.2
08-11-2023 15.99 17.2
07-11-2023 15.94 17.15
06-11-2023 15.9 17.11
03-11-2023 15.78 16.97
02-11-2023 15.73 16.92
01-11-2023 15.65 16.84
31-10-2023 15.68 16.87
30-10-2023 15.72 16.92
27-10-2023 15.69 16.87
26-10-2023 15.56 16.73
25-10-2023 15.74 16.93
23-10-2023 15.83 17.02
20-10-2023 16.04 17.25
19-10-2023 16.09 17.3
18-10-2023 16.14 17.36
17-10-2023 16.23 17.45
16-10-2023 16.2 17.42
13-10-2023 16.24 17.46
12-10-2023 16.24 17.46
11-10-2023 16.26 17.48
10-10-2023 16.19 17.4
09-10-2023 16.1 17.3
06-10-2023 16.23 17.44
05-10-2023 16.15 17.36
04-10-2023 16.08 17.29
03-10-2023 16.14 17.35
29-09-2023 16.13 17.34
27-09-2023 16.15 17.35
26-09-2023 16.12 17.32
25-09-2023 16.11 17.31
22-09-2023 16.07 17.26
21-09-2023 16.1 17.29
20-09-2023 16.22 17.43
18-09-2023 16.32 17.53
15-09-2023 16.36 17.58
14-09-2023 16.34 17.55
13-09-2023 16.29 17.5
12-09-2023 16.25 17.45
11-09-2023 16.33 17.54
08-09-2023 16.25 17.45
07-09-2023 16.21 17.41
06-09-2023 16.16 17.35
05-09-2023 16.15 17.34
04-09-2023 16.11 17.29
01-09-2023 16.04 17.22
31-08-2023 15.95 17.13
30-08-2023 16.01 17.19
29-08-2023 15.98 17.15
28-08-2023 15.91 17.08
25-08-2023 15.87 17.03
24-08-2023 15.9 17.07
23-08-2023 15.92 17.08
22-08-2023 15.89 17.06
21-08-2023 15.87 17.04
18-08-2023 15.81 16.97
17-08-2023 15.86 17.02
16-08-2023 15.91 17.08
14-08-2023 15.87 17.03
11-08-2023 15.92 17.08
10-08-2023 15.99 17.16
09-08-2023 16.02 17.18
08-08-2023 16.01 17.17
07-08-2023 16.0 17.17
04-08-2023 15.97 17.14
03-08-2023 15.91 17.07
02-08-2023 15.97 17.13
01-08-2023 16.08 17.24
31-07-2023 16.09 17.26
28-07-2023 16.04 17.2
27-07-2023 16.04 17.2
26-07-2023 16.08 17.25
25-07-2023 16.1 17.26
24-07-2023 16.08 17.24
21-07-2023 16.12 17.28
20-07-2023 16.21 17.38
19-07-2023 16.18 17.35
18-07-2023 16.12 17.28
17-07-2023 16.14 17.3
14-07-2023 16.08 17.23
13-07-2023 15.97 17.12
12-07-2023 15.94 17.08
11-07-2023 15.91 17.05
10-07-2023 15.87 17.01
07-07-2023 15.9 17.04
06-07-2023 15.99 17.14
05-07-2023 15.95 17.09
04-07-2023 15.95 17.09
03-07-2023 15.87 17.01
30-06-2023 15.83 16.96
28-06-2023 15.73 16.85
27-06-2023 15.66 16.78
26-06-2023 15.6 16.71
23-06-2023 15.55 16.66
22-06-2023 15.66 16.77
21-06-2023 15.74 16.86
20-06-2023 15.73 16.85
19-06-2023 15.72 16.83
16-06-2023 15.72 16.83
15-06-2023 15.61 16.72
14-06-2023 15.59 16.69
13-06-2023 15.54 16.64
12-06-2023 15.45 16.55
09-06-2023 15.4 16.49
08-06-2023 15.42 16.51
07-06-2023 15.49 16.58
06-06-2023 15.43 16.52
05-06-2023 15.39 16.48
02-06-2023 15.35 16.43
01-06-2023 15.3 16.38
31-05-2023 15.3 16.38
30-05-2023 15.32 16.4
29-05-2023 15.3 16.38
26-05-2023 15.25 16.32
25-05-2023 15.13 16.19
24-05-2023 15.11 16.17
23-05-2023 15.16 16.22
22-05-2023 15.13 16.19
19-05-2023 15.08 16.13
18-05-2023 15.04 16.09
17-05-2023 15.06 16.12
16-05-2023 15.15 16.21
15-05-2023 15.19 16.25
12-05-2023 15.2 16.25
11-05-2023 15.17 16.23
10-05-2023 15.16 16.22
09-05-2023 15.13 16.19
08-05-2023 15.1 16.15
05-05-2023 14.96 16.0
04-05-2023 15.06 16.11
03-05-2023 14.93 15.97
02-05-2023 14.93 15.97
28-04-2023 14.9 15.93
27-04-2023 14.77 15.79
26-04-2023 14.69 15.71
25-04-2023 14.69 15.7
24-04-2023 14.66 15.67

Fund Launch Date: 20/Jul/2018
Fund Category: Aggressive Hybrid Fund
Investment Objective: To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.