dossiers - funds
summary of quantitative analysis for mutual funds
Axis Bluechip Fund-Direct Plan
ISIN INF846K01DP8 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years ...
Axis Capital Builder Fund – Series 4 – Direct Plan
INF846K01K68 Overall analysis (h2) 3-yr rolling excess returns is poor because the fund has generated negative returns, it has crossed ...
Axis Corporate Debt Fund – Direct Plan
ISIN INF846K01ZM8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond ...
Axis Dynamic Bond Fund – Direct Plan – Growth
ISIN INF846K01DI3 At starting fund outperformed the benchmark by taking relatively higher or lower risk but after Sept 2021 underperformed ...
Axis Dynamic Bond Fund – Growth
ISIN INF846K01917 Performance analysis Trail that cross quadrants indicate inconsistent relative performance. The tracking is not very high which means ...
Axis Equity Hybrid Fund – Direct Plan
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue ...
Axis Flexi Cap Fund – Direct Plan
INF846K01B28 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. Starting Days of this ...
Axis Flexi Cap Fund Regular Growth
ISIN – INF846K01851 Axis Flexi Cap Fund Regular Growth Performance Analysis The fund is very volatile and had generated the ...
Axis Focused 25 Fund – Direct Plan
ISIN INF846K01CQ8 Overall analysis 3-yr rolling excess returns was between 2-5% till 2021 but then started declining and TE of ...
Axis Gilt Fund – Direct Plan
ISIN INF846K01DD4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around ...
Axis growth opportunities fund – direct plan-growth
ISIN INF846K01J46 Overall analysis The funds’ rolling returns performance for the past couple of years is moderately good. Rolling returns ...
Axis Growth Opportunities Fund Regular Growth
ISIN INF846K01J79 Performance analysis Portfolio Analysis ...
