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Axis Liquid Fund - Retail Plan - Growth Option

Axis · Liquid
Low
₹2866.71
Current NAV
26 Oct 2026
5.9%
1Y Return
6.3%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹15,140 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Higher expense ratio (2.39%) 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
  • Conservative investors seeking capital safety, high liquidity, or parking surplus cash.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Aggressive investors expecting index-beating returns or high inflation-beating growth.
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.59
Sharpe Ratio
0.79
Beta
-1.41
Alpha
0.70
Sortino
Fund Details
Fund House Axis
Category Liquid
AUM ₹15140 Cr
Expense Ratio 2.39%
Min SIP ₹500
Min Lumpsum ₹1000
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