• 1 Year Returns: 3.12%
• 3 Year Returns: 3.99%
• 5 Year Returns: 1.56%

• G-Sec | 24.44%
• Public Banks | 19.96%
• Investment Banking & Brokerage | 17.99%
• Private Banks | 15.83%
• Others | 9.81%

• Clearing Corporation of India Ltd | 13.67%
• 7.3% Government of India (19/06/2053) | 7.32%
• 7.24% Government of India (18/08/2055) | 6.72%
• Net Receivables / (Payables) | 6.35%
• HDFC Bank Limited (19/11/2026) ** | 4.97%

• Certificate of Deposit | 24.61%
• Government Securities | 24.44%
• Corporate Debt | 23.16%
• Cash & Equivalents | 20.01%
• REITs & InvIT | 4.32%

The alpha ratio for the Axis Dynamic Term Fund(H-IDCW) is 0.93

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(H-IDCW) is 1.94

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(H-IDCW) is 0.97

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(H-IDCW) is 0.12

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.