• 1 Year Returns: -10.26%
• 3 Year Returns: 7.24%
• 5 Year Returns: 5.25%

• G-Sec | 18.88%
• Private Banks | 13.47%
• Oil & Gas - Refining & Marketing | 5.32%
• Specialized Finance | 5.28%
• IT Services & Consulting | 5.04%

• 7.1% Government of India (08/04/2034) | 6.18%
• Reliance Industries Ltd | 5.32%
• ICICI Bank Ltd | 5.17%
• 6.79% Government of India (07/10/2034) | 4.99%
• HDFC Bank Ltd | 4.96%

• Equity | 75.16%
• Government Securities | 18.88%
• Cash & Equivalents | 3.94%
• Corporate Debt | 1.42%
• REITs & InvIT | 0.59%

The alpha ratio for the Axis Retirement Fund-Aggressive Plan-Reg(IDCW) is -0.20

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 Retirement Fund-Aggressive Plan-Reg(IDCW) is 11.05

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 Retirement Fund-Aggressive Plan-Reg(IDCW) is -0.52

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 Retirement Fund-Aggressive Plan-Reg(IDCW) is -0.05

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.