Axis Equity Savings Fund - Direct Plan - Regular IDCW
Axis Mutual Fund Hybrid Equity Savings
Expense Ratio
1.08%
AUM
₹27.63 Lakh
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
-16.08%
Poor
6 Months
+4.72%
Below Average
1 Year
-2.41%
Poor
3 Years
+0.99%
Poor
5 Years
+0.38%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹27.63 Lakh
Recent Trend
Declining
Stability Score
16.0
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+2.56%
3Y
3Y CAGR
+6.43%
5Y
5Y CAGR
-51.63%
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
10.00%
Annualized standard deviation
Sharpe Ratio
-0.374
Very Poor - Risk-adjusted return
Max Drawdown
-18.60%
Moderate - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.63%
Average daily price movement
Annualized Volatility
10.00%
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