• 1 Year Returns: 7.93%
• 3 Year Returns: 15.16%
• 5 Year Returns: 12.65%

• Private Banks | 15.97%
• Specialized Finance | 7.92%
• Auto Parts | 6.92%
• Others | 6.02%
• IT Services & Consulting | 5.39%

• ICICI Bank Limited | 4.71%
• HDFC Bank Limited | 3.49%
• Clearing Corporation of India Ltd | 2.77%
• Eternal Limited | 2.48%
• Sona BLW Precision Forgings Ltd | 2.44%

• Equity | 93.80%
• Cash & Equivalents | 4.08%
• Mutual Funds | 1.34%
• ADR & GDR | 0.60%
• Treasury Bills | 0.18%

The alpha ratio for the Axis Large & Mid Cap Fund is 1.10

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 13.31

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 0.36

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 0.04

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.