• 1 Year Returns: 0.57%
• 3 Year Returns: 3.20%
• 5 Year Returns: 1.12%

• Public Banks | 30.42%
• Investment Banking & Brokerage | 28.00%
• G-Sec | 18.96%
• Power Generation | 6.51%
• Private Banks | 6.09%

• Clearing Corporation of India Ltd | 23.63%
• Canara Bank (12/03/2027) ** | 10.01%
• 7.3% Government of India (19/06/2053) | 7.43%
• Kotak Mahindra Bank Limited (29/01/2027) ** | 5.05%
• Small Industries Dev Bank of India (04/02/2027) | 5.04%

• Certificate of Deposit | 25.15%
• Cash & Equivalents | 24.78%
• Corporate Debt | 23.26%
• Government Securities | 18.96%
• REITs & InvIT | 4.37%

The alpha ratio for the Axis Dynamic Term Fund-Reg(Q-IDCW) is 0.58

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 Dynamic Term Fund-Reg(Q-IDCW) is 1.93

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 Dynamic Term Fund-Reg(Q-IDCW) is -0.10

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 Dynamic Term Fund-Reg(Q-IDCW) is -0.01

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.