• Specialized Finance | 14.50%
• IT Services & Consulting | 13.37%
• Investment Banking & Brokerage | 10.71%
• Private Banks | 10.30%
• Home Electronics & Appliances | 6.98%

• ICICI Bank Ltd | 8.79%
• Clearing Corporation of India Ltd | 7.20%
• Bharti Airtel Ltd | 6.27%
• Mahindra and Mahindra Ltd | 4.51%
• Bajaj Finance Ltd | 4.20%

• Equity | 92.96%
• Cash & Equivalents | 7.04%

The alpha ratio for the Axis Momentum Fund-Reg(IDCW) is 7.40

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 Momentum Fund-Reg(IDCW) is 21.10

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 Momentum Fund-Reg(IDCW) is -0.92

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 Momentum Fund-Reg(IDCW) is -0.09

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.