• 1 Year Returns: -10.54%
• 3 Year Returns: 7.78%
• 5 Year Returns: 6.37%

• Private Banks | 14.76%
• G-Sec | 10.79%
• Investment Banking & Brokerage | 6.13%
• Oil & Gas - Refining & Marketing | 5.33%
• Auto Parts | 4.81%

• ICICI Bank Ltd | 6.17%
• Clearing Corporation of India Ltd | 6.13%
• HDFC Bank Ltd | 5.40%
• Reliance Industries Ltd | 5.33%
• 7.3% Government of India (19/06/2053) | 5.30%

• Equity | 82.83%
• Government Securities | 10.79%
• Cash & Equivalents | 6.38%

The alpha ratio for the Axis Retirement Fund-Dynamic Plan-Reg(IDCW) is -1

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-Dynamic Plan-Reg(IDCW) is 12.18

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-Dynamic Plan-Reg(IDCW) is -0.48

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-Dynamic 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.