• 1 Year Returns: -9.92%
• 3 Year Returns: 0.14%
• 5 Year Returns: -2.66%

• Private Banks | 13.72%
• Specialized Finance | 13.55%
• Investment Banking & Brokerage | 8.57%
• Others | 6.35%
• Oil & Gas - Refining & Marketing | 4.73%

• ICICI Bank Limited | 4.82%
• Reliance Industries Ltd | 4.73%
• HDFC Bank Limited | 4.55%
• Clearing Corporation of India Ltd | 3.91%
• 9.15% Piramal Finance Limited (17/06/2027) ** | 2.85%

• Equity | 71.45%
• Corporate Debt | 19.61%
• Cash & Equivalents | 5.07%
• REITs & InvIT | 2.09%
• Certificate of Deposit | 1.04%

The alpha ratio for the Axis Aggressive Hybrid Fund(Q-IDCW) is 0.92

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Axis Aggressive Hybrid Fund(Q-IDCW) is 10.22

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Axis Aggressive Hybrid Fund(Q-IDCW) is -0.60

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Axis Aggressive Hybrid Fund(Q-IDCW) is -0.06

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.