Axis Mutual Fund Other FoF Overseas
Expense Ratio
0.55%
AUM
₹7.85 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+213.84%
Excellent
6 Months
+59.82%
Excellent
1 Year
+52.25%
Excellent
3 Years
+10.71%
Below Average
5 Years
+2.78%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 19 quarters

AUM Metrics

Key indicators

Current AUM
₹7.85 Cr
Recent Trend
Growing
Stability Score
40.5
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+103.74%
3Y
3Y CAGR
+2152.74%
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 High - High volatility with substantial price swings
Volatility
52.20%
Annualized standard deviation
Sharpe Ratio
-0.057
Very Poor - Risk-adjusted return
Max Drawdown
-100.00%
Very High - Worst decline
Consistency
44.7%
Performance consistency

Volatility Breakdown

Daily Volatility
3.29%
Average daily price movement
Annualized Volatility
52.20%
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