Axis Hybrid Fund - Series 19 -Direct Plan - Growth

Mutual Fund · 1124 Days · As of 18 Oct 2026, 6:04 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

56/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of -0.10 — little reward for the volatility endured
✗ Sortino ratio of -0.16 — downside moves have not been well compensated

Investment Checklist

2 / 3 checks passed

✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹12.08

As of

01 Aug 2018

Fund History Available

3.5 yrs

Since-Inception Return (CAGR)

5.2%

Only 3.5 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

10.0%

Relatively stable

Sharpe Ratio (est.)

-0.10

Weak risk-adj. return

Max Drawdown

-8.8%

Contained

Category Peer Comparison

Scheme	1Y Return
Axis Fixed Term Plan - Series 96 (1124 Days) - Direct Plan - Growth Option	—
UTI FTIF Series XXVI-XIII (1124 Days)- Direct Plan - Annual Div Option	—
Aditya Birla Sun Life Fixed Term Plan - Series KR (1124 days) - Direct Plan-Growth	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹6,84,771

Estimated Gain

₹84,771

Risk Flags

Estimated Sharpe ratio (-0.10) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.