• 1 Year Returns: -6.84%
• 3 Year Returns: -1.70%
• 5 Year Returns: -2.64%

• G-Sec | 48.89%
• Consumer Finance | 9.10%
• Investment Banking & Brokerage | 7.40%
• Others | 7.25%
• Specialized Finance | 6.61%

• 7.18% Government of India (14/08/2033) | 15.71%
• 6.94% Government of India (11/05/2036) | 13.59%
• 6.79% Government of India (07/10/2034) | 11.70%
• 7.64% Power Finance Corporation Limited (22/02/2033) ** | 6.82%
• Clearing Corporation of India Ltd | 5.13%

• Government Securities | 48.89%
• Corporate Debt | 23.23%
• Equity | 17.95%
• Cash & Equivalents | 7.02%
• Floating-rate Debt | 2.30%

The alpha ratio for the Axis Conservative Hybrid Fund(Q-IDCW) is -0.99

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 Conservative Hybrid Fund(Q-IDCW) is 3.53

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 Conservative Hybrid Fund(Q-IDCW) is -1.48

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 Conservative Hybrid Fund(Q-IDCW) is -0.15

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.