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Axis Liquid Fund - Retail Plan - Weekly IDCW

Axis · Liquid
Low
₹1000.59
Current NAV
26 Oct 2026
-0.1%
1Y Return
-0.0%
3Y CAGR
—
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.19).
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • 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
1.19
Sharpe Ratio
1.39
Beta
3.19
Alpha
1.42
Sortino
Fund Details
Fund House Axis
Category Liquid
AUM ₹6740 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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