• 1 Year Returns: -3.28%
• 3 Year Returns: 14.68%
• 5 Year Returns: 17.17%

• Private Banks | 14.37%
• IT Services & Consulting | 8.30%
• Electrical Components & Equipments | 7.70%
• Pharmaceuticals | 5.11%
• Specialized Finance | 5.09%

• HDFC Bank Ltd | 7.26%
• ICICI Bank Ltd | 4.59%
• Reliance Industries Ltd | 3.73%
• Torrent Power Ltd | 3.07%
• Bharti Airtel Ltd | 2.88%

• Equity | 95.02%
• Futures & Options | 1.98%
• Mutual Funds | 1.90%
• Cash & Equivalents | 0.42%
• ADR & GDR | 0.35%

The alpha ratio for the Axis Large & Mid Cap Fund(IDCW) is 5.26

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(IDCW) is 14.68

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(IDCW) is 0.05

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(IDCW) is 0.01

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.