Axis Equity Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	25
BMSMONEY Rating
Gro. Opt.	As On:	21-10-2024
NAV	₹20.31_(R)		-0.68%	₹22.09_(D)	-0.67%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	28.3%	8.16%	13.07%	-%	-%
LumpSum_(D)	29.79%	9.49%	14.53%	-%	-%
SIP_(R)	6.87%	14.43%	14.62%	-%	-%
SIP_(D)	8.06%	15.75%	16.04%	-%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.29	0.15	0.43	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	10.63%	-11.62%	-13.58%	-	7.31%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
Icici Prudential Equity & Debt Fund	1
JM Aggressive Hybrid Fund	2
Edelweiss Aggressive Hybrid Fund	3
Kotak Equity Hybrid Fund	4
UTI Aggressive Hybrid Fund	5
Invesco India Aggressive Hybrid Fund	6

NAV Date: 21-10-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Equity Hybrid Fund - Regular Plan - Monthly IDCW	14.26	-0.1000	-0.7000%
Axis Equity Hybrid Fund - Regular Plan - Regular IDCW	14.54	-0.1000	-0.6800%
Axis Equity Hybrid Fund - Regular Plan - Quarterly IDCW	14.65	-0.1000	-0.6800%
Axis Equity Hybrid Fund - Direct Plan - Regular IDCW	15.86	-0.1000	-0.6300%
Axis Equity Hybrid Fund - Direct Plan - Quarterly IDCW	16.29	-0.1100	-0.6700%
Axis Equity Hybrid Fund - Direct Plan - Monthly IDCW	17.27	-0.1100	-0.6300%
Axis Equity Hybrid Fund - Regular Plan - Growth Option	20.31	-0.1400	-0.6800%
Axis Equity Hybrid Fund - Direct Plan - Growth Option	22.09	-0.1500	-0.6700%

Review Date: 21-10-2024

Axis Equity Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 25 out of 26 funds in the category. The fund has delivered return of 28.3% in 1 year, 8.16% in 3 years and 13.07% in 5 years. The category average for the same periods is 32.14%, 13.61% and 17.4% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 10.63, VaR of -11.62, Average Drawdown of -3.66, Semi Deviation of 7.31 and Max Drawdown of -13.58. The category average for the same parameters is 9.76, -10.77, -3.93, 6.88 and -9.63 respectively. The fund has high risk in the category.

Key Points:

An investment of ₹10,000 in Axis Equity Hybrid Fund direct growth option would have grown to ₹12979.0 in 1 year, ₹13125.0 in 3 years and ₹19706.0 in 5 years as of today (21-10-2024).
An SIP of ₹1,000 per month in Axis Equity Hybrid Fund direct growth option would have grown to ₹12517.0 in 1 year, ₹45480.0 in 3 years and ₹89633.0 in 5 years as of today (21-10-2024).
standard deviation of 10.63 and based on VaR one can expect to lose more than -11.62% of current value of fund in one year.
Sharpe ratio of the fund is 0.29 which shows poor performance of fund in the aggressive hybrid fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-3.33	-3.02	-4.62 \| -2.18	21 \| 28	Average
3M Return %	3.68	2.59	-2.28 \| 6.52	5 \| 28	Very Good
6M Return %	14.55	12.74	4.50 \| 17.63	7 \| 28	Very Good
1Y Return %	28.30	32.14	23.57 \| 46.63	23 \| 28	Poor
3Y Return %	8.16	13.61	7.63 \| 21.61	25 \| 26	Poor
5Y Return %	13.07	17.40	12.58 \| 26.79	23 \| 25	Poor
1Y SIP Return %	6.87	6.32	0.19 \| 14.81	12 \| 28	Good
3Y SIP Return %	14.43	19.17	13.44 \| 30.84	25 \| 26	Poor
5Y SIP Return %	14.62	19.50	13.97 \| 28.50	24 \| 25	Poor
Standard Deviation	10.63	9.76	8.64 \| 13.51	22 \| 26	Poor
Semi Deviation	7.31	6.88	6.02 \| 9.89	22 \| 26	Poor
Max Drawdown %	-13.58	-9.63	-17.76 \| -5.01	24 \| 26	Poor
VaR 1 Y %	-11.62	-10.77	-19.78 \| -7.12	22 \| 26	Poor
Average Drawdown %	-3.66	-3.93	-5.36 \| -2.00	10 \| 26	Good
Sharpe Ratio	0.29	0.82	0.23 \| 1.62	25 \| 26	Poor
Sterling Ratio	0.43	0.81	0.37 \| 1.47	25 \| 26	Poor
Sortino Ratio	0.15	0.44	0.12 \| 0.93	25 \| 26	Poor

_{Return data last Updated On :
Oct. 21, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Sept. 30, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-3.24	-2.93	-4.52 \| -2.08	22 \| 28
3M Return %	3.95	2.90	-1.96 \| 6.87	5 \| 28
6M Return %	15.17	13.42	5.17 \| 18.60	9 \| 28
1Y Return %	29.79	33.75	24.37 \| 49.21	23 \| 28
3Y Return %	9.49	14.98	9.39 \| 23.16	25 \| 26
5Y Return %	14.53	18.80	14.07 \| 28.01	23 \| 25
1Y SIP Return %	8.06	7.63	0.92 \| 16.72	12 \| 28
3Y SIP Return %	15.75	20.60	15.30 \| 32.73	25 \| 26
5Y SIP Return %	16.04	20.94	15.85 \| 30.06	24 \| 25
Standard Deviation	10.63	9.76	8.64 \| 13.51	22 \| 26
Semi Deviation	7.31	6.88	6.02 \| 9.89	22 \| 26
Max Drawdown %	-13.58	-9.63	-17.76 \| -5.01	24 \| 26
VaR 1 Y %	-11.62	-10.77	-19.78 \| -7.12	22 \| 26
Average Drawdown %	-3.66	-3.93	-5.36 \| -2.00	10 \| 26
Sharpe Ratio	0.29	0.82	0.23 \| 1.62	25 \| 26
Sterling Ratio	0.43	0.81	0.37 \| 1.47	25 \| 26
Sortino Ratio	0.15	0.44	0.12 \| 0.93	25 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.68	₹ 9,932.00	-0.67	₹ 9,933.00
1W	-1.50	₹ 9,850.00	-1.47	₹ 9,853.00
1M	-3.33	₹ 9,667.00	-3.24	₹ 9,676.00
3M	3.68	₹ 10,368.00	3.95	₹ 10,395.00
6M	14.55	₹ 11,455.00	15.17	₹ 11,517.00
1Y	28.30	₹ 12,830.00	29.79	₹ 12,979.00
3Y	8.16	₹ 12,654.00	9.49	₹ 13,125.00
5Y	13.07	₹ 18,480.00	14.53	₹ 19,706.00
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
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	6.87	₹ 12,442.04	8.06	₹ 12,517.14
3Y	₹ 36000	14.43	₹ 44,623.84	15.75	₹ 45,479.95
5Y	₹ 60000	14.62	₹ 86,536.98	16.04	₹ 89,632.56
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Axis Equity Hybrid Fund NAV Regular Growth	Axis Equity Hybrid Fund NAV Direct Growth
21-10-2024	20.31	22.09
18-10-2024	20.45	22.24
17-10-2024	20.43	22.22
16-10-2024	20.59	22.39
15-10-2024	20.63	22.44
14-10-2024	20.62	22.42
11-10-2024	20.53	22.32
10-10-2024	20.54	22.33
09-10-2024	20.56	22.36
08-10-2024	20.44	22.23
07-10-2024	20.23	21.99
04-10-2024	20.43	22.21
03-10-2024	20.58	22.37
01-10-2024	20.92	22.74
30-09-2024	20.89	22.7
27-09-2024	21.06	22.89
26-09-2024	21.09	22.92
25-09-2024	21.0	22.82
24-09-2024	21.0	22.82
23-09-2024	21.01	22.83

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.

Axis Equity Hybrid Fund

Axis Equity Hybrid Fund NAV

Axis Equity Hybrid Fund Review

Axis Equity Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Equity Hybrid Fund Review Dashboard (Regular Plan)

Axis Equity Hybrid Fund Review Dashboard (Direct Plan)

Axis Equity Hybrid Fund Lumpsum Returns and Investment Value

Axis Equity Hybrid Fund SIP Return and Investment Value

Axis Equity Hybrid Fund NAV History

Axis Equity Hybrid Fund Information