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Axis Dynamic Bond Fund - Direct Plan - Growth Option

Axis · Dynamic Bond
Moderate
₹34.56
Current NAV
25 Jun 2026
10.1%
1Y Return
21.1%
3Y CAGR
11.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.21).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.71
Sharpe Ratio
1.01
Beta
3.21
Alpha
1.90
Sortino
Fund Details
Fund House Axis
Category Dynamic Bond
AUM ₹2760 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
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