Axis Equity Savings Fund - Direct Plan - Growth
Axis Mutual Fund Hybrid Equity Savings
Expense Ratio
1.08%
AUM
₹136.98 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-6.37%
Poor
6 Months
+8.16%
Average
1 Year
+6.83%
Below Average
3 Years
+11.55%
Below Average
5 Years
+9.64%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹136.98 Cr
Recent Trend
Growing
Stability Score
10.0
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+7.66%
3Y
3Y CAGR
+30.88%
5Y
5Y CAGR
+580.62%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.90%
Annualized standard deviation
Sharpe Ratio
0.960
Fair - Risk-adjusted return
Max Drawdown
-8.70%
Low - Worst decline
Consistency
74.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.37%
Average daily price movement
Annualized Volatility
5.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance