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Axis Dynamic Bond Fund - Direct Plan - Half Yearly IDCW

Axis · Dynamic Bond
Moderate
₹12.94
Current NAV
26 Oct 2026
1.4%
1Y Return
3.9%
3Y CAGR
1.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.20).
  • Very large asset base (AUM: ₹23,250 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.70
Sharpe Ratio
0.40
Beta
6.20
Alpha
1.87
Sortino
Fund Details
Fund House Axis
Category Dynamic Bond
AUM ₹23250 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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