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Axis Fixed Maturity Plan - Series 130 (92 Days) - Regular Plan - Growth

Axis · Sectoral
Very High
₹10.18
Current NAV
11 Jun 2026
38.6%
1Y Return
15.6%
3Y CAGR
22.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.36).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.36%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.36
Sharpe Ratio
1.56
Beta
3.36
Alpha
1.85
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹6410 Cr
Expense Ratio 2.36%
Min SIP ₹500
Min Lumpsum ₹1000
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