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Axis Floater Fund - Regular Plan - Monthly IDCW

Axis · Equity Fund
High
₹1002.87
Current NAV
26 Oct 2026
-0.2%
1Y Return
0.1%
3Y CAGR
0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.24).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.04%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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: High Risk
Low Moderate High Very High
Risk Metrics
0.74
Sharpe Ratio
1.24
Beta
4.24
Alpha
0.99
Sortino
Fund Details
Fund House Axis
Category Equity Fund
AUM ₹8790 Cr
Expense Ratio 2.04%
Min SIP ₹500
Min Lumpsum ₹1000
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