• 1 Year Returns: 18.64%
• 3 Year Returns: 21.64%
• 5 Year Returns: 17.42%

• Private Banks | 15.93%
• IT Services & Consulting | 7.87%
• Specialized Finance | 7.77%
• Investment Banking & Brokerage | 5.77%
• Pharmaceuticals | 5.41%

• HDFC Bank Ltd | 5.82%
• ICICI Bank Ltd | 4.75%
• Clearing Corporation of India Ltd | 3.69%
• Reliance Industries Ltd | 2.56%
• State Bank of India | 2.55%

• Equity | 92.30%
• Cash & Equivalents | 4.34%
• Mutual Funds | 2.09%
• ADR & GDR | 1.03%
• Treasury Bills | 0.45%

The alpha ratio for the Axis Large & Mid Cap Fund is -32.31

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 12.04

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 1.15

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 0.13

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.