MonitorPlan n/a · IDCW
Axis Liquid Fund - Monthly Option
Axis Mutual FundIncome/Debt Oriented Schemes - Liquid Fund16.5 years
- NAV
- 1,004.0658
- 15 Sept 2026
- 1Y
- +0.1%
- Trailing CAGR
- AUM
- ₹12,000
- 30 Jun 2026
- Volatility
- Low
- 1.6% annualized
NAV
Path not in current snapshots
n/a
Returns
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
- 1Y+0.1%
- 3Y-0.0%
- 5Y+0.0%
- 10Y+0.0%
- SI+0.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.0%
- 3Y-0.0%
- 5Y+0.0%
- 10Y+0.0%
- Since inception
- +0.0%
- Calendar-day CAGR
- Excess 1Y
- +0.0%
- Category median, same plan and option
- 3Y win rate
- +30%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -0.3%
- 4936 daily-ending windows
- Median rolling 3Y
- -0.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +48%
- 4206 daily-ending windows
- SIP 3Y XIRR
- -0.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 109 days
- 11 recovered episodes
- Longest recovery
- 486 days
- Trough to prior peak
- Current spell
- 4769 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
25 Aug 2013 – open
Trough 26 Aug 2013 · not recovered
-0.8%
24 Apr 2012 – 24 Aug 2013
Trough 25 Apr 2012 · recovered in 486 days
-0.8%
26 Feb 2012 – 24 Apr 2012
Trough 27 Feb 2012 · recovered in 57 days
-0.8%
26 Jun 2011 – 24 Feb 2012
Trough 27 Jun 2011 · recovered in 242 days
-0.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
50
Consistency
32
Risk-adjusted
0
Drawdown
98
Mean
36
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
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Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Liquid Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.0%
- Vol
- 0.1%
- Max DD
- -0.2%
- Sharpe
- -5.09
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Liquid Fund - Daily Option
Axis Mutual Fund
- 1Y
- 0.0%
- 3Y
- 0.0%
- Vol
- 0.1%
- Max DD
- -0.2%
- Sharpe
- -88.35
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Liquid Fund - Weekly Option
Axis Mutual Fund
- 1Y
- +0.1%
- 3Y
- +0.0%
- Vol
- 0.7%
- Max DD
- -0.4%
- Sharpe
- -7.04
- 3Y win
- +45%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BARODA BNP PARIBAS LIQUID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.5%
- 3Y
- +6.9%
- Vol
- 0.2%
- Max DD
- -0.2%
- Sharpe
- -1.48
- 3Y win
- +90%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Liquid Fund
DSP Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.0%
- Vol
- 0.2%
- Max DD
- -0.2%
- Sharpe
- -2.46
- 3Y win
- +62%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns