• 1 Year Returns: -9.29%
• 3 Year Returns: 8.59%
• 5 Year Returns: 6.29%

• Private Banks | 13.99%
• G-Sec | 10.45%
• Investment Banking & Brokerage | 9.39%
• Oil & Gas - Refining & Marketing | 5.23%
• Pharmaceuticals | 5.09%

• Clearing Corporation of India Ltd | 9.39%
• ICICI Bank Limited | 5.59%
• Reliance Industries Ltd | 5.23%
• 7.3% Government of India (19/06/2053) | 5.10%
• HDFC Bank Limited | 4.77%

• Equity | 79.88%
• Government Securities | 10.45%
• Cash & Equivalents | 9.67%

The alpha ratio for the Axis Retirement Fund-Dynamic Plan(IDCW) is 0.50

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(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(IDCW) is -0.44

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(IDCW) is -0.04

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.