• 1 Year Returns: 5.23%
• 3 Year Returns: 7.43%
• 5 Year Returns: 6.15%

• G-Sec | 22.42%
• Consumer Finance | 18.03%
• Public Banks | 13.09%
• Others | 11.20%
• Investment Banking & Brokerage | 9.53%

• 6.94% Government of India (11/05/2036) | 9.89%
• 6.95% REC Limited (18/02/2028) ** | 6.64%
• Bank of Baroda (11/03/2027) | 6.51%
• 7.34% Government of India (22/04/2064) | 5.95%
• Jubilant Bevco Limited (31/05/2028) (ZCB) ** | 3.77%

• Corporate Debt | 44.20%
• Government Securities | 22.42%
• Certificate of Deposit | 13.02%
• Floating-rate Debt | 6.72%
• REITs & InvIT | 5.48%

The alpha ratio for the Axis Floating Interest Rates Fund-Reg(A-IDCW) is 1.02

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 Floating Interest Rates Fund-Reg(A-IDCW) is 1.97

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 Floating Interest Rates Fund-Reg(A-IDCW) is 0.54

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 Floating Interest Rates Fund-Reg(A-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.