• 1 Year Returns: 6.05%
• 3 Year Returns: 16.22%
• 5 Year Returns: 13.78%

• Private Banks | 16.94%
• Specialized Finance | 8.82%
• Others | 6.22%
• Auto Parts | 6.20%
• Electrical Components & Equipments | 5.28%

• ICICI Bank Ltd | 4.60%
• HDFC Bank Ltd | 4.33%
• Shriram Finance Ltd | 2.51%
• Eternal Ltd | 2.21%
• BSE Ltd | 2.20%

• Equity | 94.22%
• Mutual Funds | 2.10%
• ADR & GDR | 1.33%
• Cash & Equivalents | 1.16%
• Futures & Options | 0.76%

The alpha ratio for the Axis Large & Mid Cap Fund is 1.22

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 Large & Mid Cap Fund is 13.46

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 Large & Mid Cap Fund is 0.24

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 Large & Mid Cap Fund is 0.02

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.