Axis Floater Fund - Direct Plan - Monthly IDCW
Axis Mutual Fund Debt Floater Fund
Expense Ratio
0.19%
AUM
₹17.10 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-3.34%
Poor
6 Months
-0.85%
Poor
1 Year
-0.77%
Poor
3 Years
-0.05%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 17 quarters
AUM Metrics
Key indicators
Current AUM
₹17.10 Lakh
Recent Trend
Growing
Stability Score
26.3
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+70.83%
3Y
3Y CAGR
+237.28%
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.80%
Annualized standard deviation
Sharpe Ratio
-2.112
Very Poor - Risk-adjusted return
Max Drawdown
-3.90%
Low - Worst decline
Consistency
47.2%
Performance consistency
Volatility Breakdown
Daily Volatility
0.18%
Average daily price movement
Annualized Volatility
2.80%
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