• 1 Year Returns: 0.09%
• 3 Year Returns: 1.62%
• 5 Year Returns: 0.22%

• Others | 29.17%
• G-Sec | 20.99%
• Specialized Finance | 11.18%
• Investment Banking & Brokerage | 8.37%
• Power Generation | 6.01%

• 6.94% Government of India (11/05/2036) | 8.85%
• Jubilant Beverages Limited (31/05/2028) (ZCB) ** | 3.69%
• 8.58% GMR Hyderabad International Airport Limited (28/03/2034)** | 3.29%
• 7.18% Tamilnadu State Development Loans (03/12/2033) | 3.14%
• Jubilant Bevco Limited (31/05/2028) (ZCB) ** | 3.14%

• Corporate Debt | 66.75%
• Government Securities | 20.99%
• Floating-rate Debt | 4.82%
• REITs & InvIT | 3.71%
• Secured Debt | 2.42%

The alpha ratio for the Axis Medium Term Fund(H-IDCW) is 0.80

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 Medium Term Fund(H-IDCW) is 1.40

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 Medium Term Fund(H-IDCW) is 0.57

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 Medium Term Fund(H-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.