Axis Mutual FundIncome/Debt Oriented Schemes - Liquid Fund16.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer Axis Liquid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
16.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -0.2%. Ask whether you can hold through a similar fall.
Vs category
Watch
46% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Same-category peers are preloaded into compare when available.
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
NAV
Path not in current snapshots
n/a
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
SIP XIRR
Equal monthly instalments to latest NAV
Peak to trough from a running NAV high, with the path and recovery episodes.
Drawdown
Path not in current snapshots
n/a
15 Jul 2013 – 23 Jul 2013
Trough 16 Jul 2013 · recovered in 7 days
-0.2%
17 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-0.2%
1 Jul 2026 – open
Trough 22 Oct 2026 · not recovered
-0.1%
23 Jul 2013 – 27 Jul 2013
Trough 24 Jul 2013 · recovered in 3 days
-0.1%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
50
Consistency
37
Risk-adjusted
0
Drawdown
100
Mean
37
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
Supporting reads
No holdings or recent changes on file for this scheme yet.
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis Mutual Fund
Caveat: Higher volatility
Jio BlackRock Mutual Fund
Caveat: Higher volatility
JM Financial Mutual Fund
Caveat: Higher volatility
Mirae Asset Mutual Fund
Caveat: Higher volatility
Aditya Birla Sun Life Mutual Fund
Caveat: Higher volatility · Deeper drawdown
Axis Mutual FundIncome/Debt Oriented Schemes - Liquid Fund16.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer Axis Liquid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
16.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -0.2%. Ask whether you can hold through a similar fall.
Vs category
Watch
46% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Same-category peers are preloaded into compare when available.
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
NAV
26 Oct 2026 · 0.0% over 1Y
1,000.9559
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
SIP XIRR
Equal monthly instalments to latest NAV
Peak to trough from a running NAV high, with the path and recovery episodes.
Drawdown
26 Oct 2026
-0.0%
15 Jul 2013 – 23 Jul 2013
Trough 16 Jul 2013 · recovered in 7 days
-0.2%
17 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-0.2%
1 Jul 2026 – open
Trough 22 Oct 2026 · not recovered
-0.1%
23 Jul 2013 – 27 Jul 2013
Trough 24 Jul 2013 · recovered in 3 days
-0.1%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
50
Consistency
37
Risk-adjusted
0
Drawdown
100
Mean
37
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
Supporting reads
No holdings or recent changes on file for this scheme yet.