Ranked On: 31 December 2025

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
6.90% 6.99% 5.76% 6.84% 7.11% 7.20% 7.29% 6.06% 7.15% 7.40% 1.02% -0.02% 0.00% 1.20% 0.76 0.86 1.40
Axis Corporate Debt Fund 7.0
7.25% 7.37% 6.01% 6.68% % 7.88% 8.03% 6.69% 7.39% % 1.17% -0.07% 0.00% 1.74% 0.72 1.00 1.52
Axis Credit Risk Fund 4.0
8.36% 7.78% 6.68% 6.53% 6.79% 9.19% 8.61% 7.57% 7.52% 7.89% 0.70% 0.00% 0.00% 5.58% 0.22 6.02 3.05
Axis Dynamic Bond Fund 5.0
6.33% 7.18% 5.60% 7.27% 7.35% 6.66% 7.52% 5.97% 7.71% 7.94% 2.20% -0.99% -0.90% 0.19% 0.94 0.39 0.74
Axis Floater Fund 11.0
6.95% 7.74% % % % 7.28% 8.11% % % % 2.23% -0.90% -1.24% -1.28% 1.19 0.53 0.98
Axis Gilt Fund 3.0
4.46% 7.19% 5.32% 7.36% 7.10% 4.88% 7.64% 5.84% 7.88% 7.64% 2.99% -2.62% -2.34% % 0.26 0.55
Axis Liquid Fund 3.0
6.43% 6.97% 5.85% 5.69% 6.16% 6.53% 7.06% 5.93% 5.77% 6.23% 0.37% 0.00% 0.00% 6.10% 0.06 1.16 2.85
Axis Long Duration Fund
1.38% 6.30% % % % 1.83% 6.78% % % % 4.40% -4.55% -5.81% -2.22% 1.27 0.11 0.26
Axis Treasury Advantage … 3.0
7.20% 7.30% 6.06% 6.55% 6.80% 7.54% 7.65% 6.40% 6.89% 7.20% 0.40% 0.00% 0.00% 5.68% 0.16 7.46 4.00
Axis Strategic Bond Fund 3.0
7.77% 7.89% 6.60% 7.16% 7.60% 8.43% 8.60% 7.31% 7.88% 8.34% 1.18% -0.04% 0.00% 2.58% 0.68 1.37 1.91
Axis Money Market Fund 2.0
7.22% 7.44% 6.21% % % 7.40% 7.62% 6.38% % % 0.35% 0.00% 0.00% 6.20% 0.11 23.42 4.88
Axis Overnight Fund 8.0
5.73% 6.38% 5.42% % % 5.77% 6.43% 5.48% % % 0.33% 0.00% 0.00% % 0.55 1.54
Axis Short Term Fund 2.0
7.47% 7.41% 6.00% 7.01% 7.10% 8.03% 8.00% 6.63% 7.67% 7.79% 0.99% 0.00% 0.00% 2.65% 0.61 1.35 1.84
Axis Ultra Short Term Fu… 14.0
6.38% 6.65% 5.49% 5.70% % 7.26% 7.54% 6.39% 6.62% % 0.27% 0.00% 0.00% 5.63% 0.08 5.83 3.60
Axis Elss Tax Saver Fund 28.0
4.20% 14.23% 9.55% 12.34% 12.43% 4.96% 15.08% 10.41% 13.24% 13.43% 12.66% -15.73% -19.40% -0.71% 0.90 0.33 0.65
Axis Flexi Cap Fund 27.0
3.46% 13.76% 10.98% 13.09% % 4.48% 14.92% 12.21% 14.45% % 13.10% -17.92% -20.78% -1.71% 0.95 0.29 0.61
Axis Focused Fund 23.0
3.12% 11.34% 6.90% 10.55% 12.27% 4.09% 12.38% 7.97% 11.74% 13.52% 13.24% -17.04% -21.12% -4.02% 0.92 0.20 0.41
Axis Growth Opportunitie… 9.0
4.34% 18.87% 16.77% 17.76% % 5.48% 20.20% 18.24% 19.41% % 12.14% -15.96% -17.34% 3.24% 0.84 0.53 1.09
Axis Bluechip Fund 25.0
5.89% 11.84% 9.27% 12.10% 12.87% 6.82% 12.86% 10.36% 13.29% 14.12% 11.27% -14.31% -15.41% -0.88% 0.89 0.27 0.56
Axis Midcap Fund 22.0
3.14% 18.04% 16.36% 17.60% 16.51% 4.18% 19.28% 17.70% 19.03% 17.89% 14.11% -19.21% -23.22% -0.53% 0.82 0.43 0.92
Axis Multicap Fund 4.0
1.96% 20.54% % % % 3.03% 21.96% % % % 13.60% -17.69% -21.66% 4.46% 0.94 0.55 1.15
Axis Innovation Fund 9.0
1.76% 16.07% 12.08% % % 2.69% 17.30% 13.49% % % 11.33% -15.56% -17.35% 4.09% 0.81 0.47 1.01
Axis Esg Integration Str…
3.03% 13.28% 9.21% % % 3.98% 14.39% 10.52% % % 11.72% -16.17% -14.70% 0.85% 0.84 0.34 0.70
Axis Quant Fund
2.09% 12.87% % % % 3.65% 14.61% % % % 13.56% -22.39% -23.10% -2.42% 1.00 0.28 0.61
Axis Small Cap Fund 10.0
-2.10% 15.75% 20.05% 20.58% 17.94% -1.08% 17.00% 21.55% 22.19% 19.43% 14.36% -18.93% -17.12% 2.61% 0.70 0.38 0.80
Axis Value Fund 2.0
5.29% 20.90% % % % 6.78% 22.56% % % % 13.25% -16.73% -17.49% 6.49% 1.00 0.63 1.26
Axis Equity Hybrid Fund 25.0
4.99% 11.04% 9.34% 11.11% % 6.10% 12.30% 10.67% 12.53% % 9.75% -12.59% -13.01% -2.81% 1.20 0.27 0.56
Axis Arbitrage Fund 9.0
6.35% 6.94% 5.81% 5.55% 5.71% 7.07% 7.67% 6.56% 6.30% 6.50% 0.39% 0.00% 0.00% % 2.48 3.02
Axis Regular Saver Fund 11.0
5.73% 7.32% 6.49% 6.86% 6.84% 7.02% 8.70% 7.87% 8.14% 8.15% 3.56% -2.48% -3.87% -2.66% 1.23 0.23 0.49
Axis Balanced Advantage … 5.0
6.12% 13.78% 11.07% 10.25% % 7.34% 15.13% 12.47% 11.66% % 7.23% -7.34% -6.64% 2.00% 1.16 0.63 1.17
Axis Equity Saver Fund 16.0
5.02% 9.67% 8.34% 8.82% 8.63% 6.33% 11.06% 9.75% 10.22% 9.99% 4.94% -5.12% -4.88% -1.46% 1.15 0.42 0.87
Axis Multi Asset Allocat…
20.02% 15.80% 12.12% 13.67% 11.82% 21.26% 17.04% 13.55% 15.13% 13.20% 8.07% -9.58% -9.38% % 0.51 1.02
Axis Nifty Midcap 50 Ind… 4.0
8.39% 22.17% % % % 9.23% 23.07% % % % 16.51% -19.99% -23.75% % 0.52 1.07
Axis Nifty 50 Index Fund 25.0
8.73% 12.18% % % % 9.08% 12.50% % % % 11.27% -14.03% -12.56% % 0.33 0.67
Axis Crisil Ibx Sdl May … 31.0
7.42% 7.57% % % % 7.56% 7.72% % % % 1.07% -0.05% 0.00% % 1.20 1.76
Axis Nifty Smallcap 50 I… 52.0
-5.17% 21.60% % % % -4.45% 22.49% % % % 20.13% -22.98% -23.06% % 0.45 0.86
Axis Nifty 100 Index Fund 77.0
7.59% 12.05% 12.35% % % 8.35% 12.84% 13.22% % % 12.18% -16.39% -16.19% % 0.29 0.61
Axis Nifty Next 50 Index… 86.0
4.10% 16.05% % % % 4.98% 16.86% % % % 17.57% -25.90% -26.84% % 0.31 0.64
Axis Silver Etf 5.0
240.39% 64.09% % % % % % % % % 31.56% -11.22% -20.32% % 0.99 1.22
Axis Nifty 50 Etf 46.0
9.19% 12.65% 13.23% 13.95% % % % % % % 11.32% -13.95% -12.61% % 0.35 0.70
Axis Nifty India Consump… 51.0
6.02% 16.42% % % % % % % % % 13.92% -20.65% -15.09% % 0.40 0.86
Axis Nifty Healthcare Etf 58.0
-2.11% 20.41% % % % % % % % % 16.37% -15.03% -19.13% % 0.53 1.00
Axis Nifty Bank Etf 65.0
21.06% 11.66% 14.07% % % % % % % % 12.80% -8.78% -14.30% % 0.25 0.47
Axis Nifty Aaa Bond Plus… 78.0
6.88% 7.17% % % % % % % % % 0.63% 0.00% 0.00% % 1.81 2.39
Axis Nifty It Etf 120.0
-9.91% 10.38% % % % % % % % % 19.06% -21.18% -27.27% % 0.17 0.29
Axis Children Gift Fund 7.0
4.63% 10.23% 9.13% 10.85% 10.05% 5.69% 11.63% 10.55% 12.34% 11.70% 9.19% -11.83% -10.52% -0.56% 0.67 0.26 0.53
Axis Retirement Savings … 12.0
3.15% 13.54% 9.17% % % 4.39% 15.04% 10.79% % % 10.36% -13.68% -13.75% 1.37% 0.76 0.37 0.77
Axis Retirement Savings … 15.0
0.80% 14.00% 10.28% % % 2.00% 15.56% 11.98% % % 11.27% -15.54% -15.81% 1.05% 0.82 0.36 0.77
Axis Retirement Savings … 21.0
3.76% 9.58% 6.68% % % 4.95% 11.06% 8.28% % % 5.80% -6.75% -6.20% 3.19% 0.39 0.34 0.72

Return Calculated On: 23 January 2026

Ratios Calculated On: 31 December 2025

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