Mutual Fund · Other Scheme - Other ETFs · As of 18 Oct 2026, 6:55 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
78/ 100
Good
Weighted across five categories. Every point is explained below.
• 5.0 years of history
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.39
As of
30 Apr 2026
Fund History Available
5.0 yrs
1Y Return (CAGR)
5.8%
Moderate
3Y Return (CAGR)
7.2%
5Y Return (CAGR)
5.8%
Annualized Volatility
0.4%
Relatively stable
Sharpe Ratio (est.)
1.03
Good risk-adj. return
Max Drawdown
-3.1%
Contained
Category
Other Scheme - Other ETFs
Fund House
Axis Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,19,584
Estimated Gain
₹1,19,584
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
