Ranked On: 27 February 2026

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Axis Banking & Psu Debt … 6.0
6.78% 7.09% 5.90% 6.70% 7.08% 7.08% 7.39% 6.20% 7.01% 7.37% 1.05% -0.05% 0.00% -0.02% 0.76 0.79 1.37
Axis Corporate Bond Fund 7.0
7.12% 7.44% 6.21% 6.61% % 7.76% 8.09% 6.89% 7.32% % 1.22% -0.09% 0.00% 0.29% 0.75 0.85 1.44
Axis Credit Risk Fund 4.0
8.44% 7.86% 6.78% 6.51% 6.79% 9.27% 8.69% 7.66% 7.49% 7.89% 0.77% 0.00% 0.00% 1.63% 0.26 3.01 2.84
Axis Dynamic Bond Fund 4.0
6.63% 7.43% 6.33% 7.24% 7.38% 6.96% 7.76% 6.70% 7.68% 7.97% 2.21% -0.99% -0.90% 0.08% 0.92 0.41 0.78
Axis Floater Fund 9.0
7.12% 7.94% % % % 7.44% 8.30% % % % 2.24% -0.90% -1.24% -0.13% 1.16 0.54 1.01
Axis Gilt Fund 2.0
4.59% 7.33% 5.72% 7.34% 7.12% 5.01% 7.77% 6.24% 7.87% 7.66% 2.99% -2.62% -2.34% % 0.28 0.59
Axis Liquid Fund 2.0
6.29% 6.94% 5.93% 5.67% 6.13% 6.40% 7.03% 6.01% 5.75% 6.21% 0.20% 0.00% 0.00% 1.24% 0.07 12.32 5.82
Axis Long Duration Fund
1.02% 6.30% % % % 1.46% 6.77% % % % 4.42% -4.55% -5.81% -0.91% 1.26 0.08 0.18
Axis Treasury Advantage … 3.0
7.03% 7.27% 6.15% 6.49% 6.77% 7.38% 7.62% 6.49% 6.83% 7.17% 0.43% 0.00% 0.00% 1.31% 0.20 3.08 3.58
Axis Strategic Bond Fund 5.0
7.80% 8.01% 6.89% 7.13% 7.64% 8.46% 8.72% 7.60% 7.86% 8.37% 1.20% -0.04% 0.00% 1.00% 0.68 1.33 1.94
Axis Money Market Fund 2.0
7.00% 7.38% 6.26% % % 7.18% 7.55% 6.43% % % 0.37% 0.00% 0.00% 1.57% 0.13 5.35 4.41
Axis Overnight Fund 2.0
5.53% 6.32% 5.48% % % 5.57% 6.36% 5.53% % % 0.18% 0.00% 0.00% % 2.07 3.06
Axis Short Duration Fund 2.0
7.35% 7.49% 6.24% 6.95% 7.10% 7.91% 8.08% 6.87% 7.61% 7.78% 1.03% 0.00% 0.00% 0.60% 0.64 1.15 1.77
Axis Ultra Short Duratio… 14.0
6.25% 6.61% 5.56% 5.65% % 7.12% 7.50% 6.46% 6.57% % 0.30% 0.00% 0.00% 0.81% 0.11 2.03 2.97
Axis Elss Tax Saver Fund 25.0
2.95% 13.31% 7.13% 10.62% 11.87% 3.70% 14.15% 7.96% 11.51% 12.86% 12.33% -15.73% -14.28% -1.03% 0.89 0.39 0.76
Axis Flexi Cap Fund 23.0
5.35% 13.44% 8.88% 11.81% % 6.36% 14.60% 10.08% 13.14% % 12.85% -17.92% -20.78% -1.44% 0.94 0.35 0.75
Axis Focused Fund 24.0
1.63% 10.47% 4.86% 8.90% 11.61% 2.56% 11.50% 5.91% 10.06% 12.85% 12.87% -17.04% -17.64% -4.75% 0.92 0.24 0.48
Axis Large & Mid Cap Fund 10.0
8.50% 18.06% 13.45% 16.34% % 9.68% 19.38% 14.88% 17.95% % 12.08% -15.96% -17.34% 1.76% 0.85 0.55 1.13
Axis Large Cap Fund 25.0
2.48% 10.93% 7.25% 10.55% 12.15% 3.36% 11.92% 8.31% 11.72% 13.40% 11.08% -14.31% -11.96% -2.03% 0.90 0.30 0.63
Axis Midcap Fund 17.0
10.59% 18.09% 13.82% 16.70% 16.73% 11.71% 19.32% 15.12% 18.11% 18.11% 14.19% -19.21% -23.22% -1.50% 0.83 0.45 0.96
Axis Multicap Fund 3.0
6.41% 20.29% % % % 7.50% 21.70% % % % 13.64% -17.69% -21.66% 3.46% 0.95 0.55 1.18
Axis Innovation Fund 17.0
5.48% 14.80% 9.88% % % 6.54% 16.03% 11.26% % % 11.66% -15.56% -17.35% -0.18% 0.86 0.39 0.84
Axis Business Cycles Fund
5.34% 14.75% % % % 6.69% 16.30% % % % 12.79% -18.84% -17.04% % 0.42 0.90
Axis Esg Integration Str…
1.35% 11.56% 7.09% % % 2.28% 12.65% 8.35% % % 11.46% -16.17% -13.84% -3.27% 0.93 0.31 0.63
Axis Quant Fund
5.13% 11.37% % % % 6.81% 13.08% % % % 13.65% -22.39% -23.10% -3.62% 1.03 0.29 0.63
Axis Small Cap Fund 12.0
5.43% 15.61% 16.90% 19.52% 17.78% 6.53% 16.85% 18.34% 21.11% 19.27% 14.55% -18.93% -17.12% 0.49% 0.71 0.37 0.78
Axis Value Fund 2.0
9.17% 21.14% % % % 10.73% 22.80% % % % 13.32% -16.73% -17.49% 5.00% 1.03 0.63 1.25
Axis Aggressive Hybrid F… 21.0
4.85% 10.80% 8.00% 10.04% % 5.97% 12.05% 9.32% 11.45% % 9.60% -12.59% -10.81% -1.17% 1.18 0.31 0.64
Axis Arbitrage Fund 9.0
6.18% 6.91% 5.91% 5.55% 5.72% 6.91% 7.64% 6.66% 6.30% 6.50% 0.36% 0.00% 0.00% % 2.84 3.10
Axis Conservative Hybrid… 14.0
4.98% 7.23% 6.10% 6.52% 6.71% 6.24% 8.60% 7.47% 7.80% 8.01% 3.54% -2.48% -3.87% -1.35% 1.20 0.24 0.50
Axis Balanced Advantage … 7.0
4.86% 13.62% 9.92% 9.52% % 6.09% 15.01% 11.29% 10.91% % 7.22% -7.34% -7.05% 2.88% 1.15 0.64 1.19
Axis Equity Savings Fund 11.0
5.07% 9.71% 7.49% 8.19% 8.46% 6.41% 11.09% 8.89% 9.59% 9.82% 4.91% -5.12% -4.33% -0.61% 1.14 0.43 0.89
Axis Multi Asset Allocat… 8.0
17.70% 15.39% 10.56% 12.48% 11.00% 18.92% 16.61% 11.95% 13.92% 12.38% 7.66% -9.58% -7.42% % 0.71 1.38
Axis Nifty Midcap 50 Ind… 6.0
13.43% 21.65% % % % 14.30% 22.55% % % % 16.55% -19.99% -23.75% % 0.51 1.06
Axis Nifty Next 50 Index… 34.0
9.49% 19.41% % % % 10.43% 20.25% % % % 16.53% -25.90% -26.74% % 0.46 0.95
Axis Crisil Ibx Sdl May … 39.0
7.44% 7.80% % % % 7.58% 7.95% % % % 1.02% 0.00% 0.00% % 1.68 2.01
Axis Nifty Smallcap 50 I… 60.0
7.36% 22.50% % % % 8.17% 23.39% % % % 20.19% -22.98% -23.06% % 0.46 0.88
Axis Nifty 100 Index Fund 64.0
4.59% 12.10% 9.77% % % 5.33% 12.88% 10.61% % % 11.84% -16.39% -13.34% % 0.35 0.72
Axis Nifty 50 Index Fund 74.0
4.04% 11.26% % % % 4.37% 11.58% % % % 11.22% -14.03% -12.99% % 0.34 0.68
Axis Silver Etf 5.0
159.58% 57.46% % % % % % % % % 40.95% -19.93% -21.69% % 0.93 1.24
Axis Nifty Healthcare Etf 30.0
11.94% 25.77% % % % % % % % % 16.67% -15.03% -20.04% % 0.60 1.15
Axis Nifty Bank Etf 46.0
12.47% 11.45% 9.49% % % % % % % % 12.10% -8.78% -13.55% % 0.40 0.72
Axis Nifty Aaa Bond Plus… 57.0
6.65% 7.30% % % % % % % % % 0.57% 0.00% 0.00% % 3.68 2.74
Axis Nifty 50 Etf 81.0
4.47% 11.74% 10.39% 11.92% % % % % % % 11.26% -13.95% -12.89% % 0.36 0.72
Axis Nifty India Consump… 95.0
3.33% 14.76% % % % % % % % % 14.30% -20.65% -24.68% % 0.36 0.80
Axis Nifty It Etf 122.0
-17.77% 1.68% % % % % % % % % 22.48% -27.45% -34.36% % -0.01 -0.14
Axis Children's Fund 6.0
4.42% 9.74% 7.40% 9.81% 9.62% 5.43% 11.11% 8.79% 11.26% 11.25% 9.14% -11.83% -10.22% -2.67% 0.68 0.28 0.58
Axis Retirement Fund - D… 13.0
2.39% 12.74% 7.96% % % 3.65% 14.28% 9.62% % % 11.12% -15.54% -15.54% -0.90% 0.84 0.37 0.80
Axis Retirement Fund - A… 14.0
2.81% 12.68% 7.00% % % 4.13% 14.18% 8.59% % % 10.27% -13.68% -11.21% -0.93% 0.77 0.38 0.78
Axis Retirement Fund - C… 19.0
4.59% 9.10% 6.30% % % 5.73% 10.55% 7.87% % % 5.88% -6.75% -6.20% -0.79% 0.41 0.31 0.67

Return Calculated On: 13 March 2026

Ratios Calculated On: 27 February 2026

Amc Name Started On Address Phone Number Website
Axis Mutual Fund None

Axis Asset Management Co. LimitedAxis House, First Floor, C-2 Wadia International Centre
Pandurang Budhkar Marg Worli
Mumbai 400013
Maharashtra

None
None
Axis Mutual Fund