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MonitorPlan n/a · IDCWWatch before adding

Axis Liquid Fund - Monthly Option

Axis Mutual Fund Income/Debt Oriented Schemes - Liquid Fund16.6 years

NAV: 1,001.0395; 28 Oct 2026
1Y: +0.0%; Trailing CAGR
AUM: ₹12,000; 30 Jun 2026
Volatility: Low; 1.6% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 28 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 Aditya Birla Sun Life Liquid Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
16.6 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 -0.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
30% 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.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

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

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+0.0%
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: 25; Vs comparable share classes
SIP 3Y XIRR: -0.0%; Simulated monthly SIP
Worst rolling 3Y: -0.3%; 4951 daily-ending windows
Median rolling 3Y: -0.0%; Calendar-day CAGR
Positive rolling 5Y: +48%; 4221 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -0.8%; Worst peak-to-trough
Current: -0.7%; Below last peak
Current spell: 4812 days; Days below latest peak
Time below peak: +99%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 109 days; 11 recovered episodes
Longest recovery: 486 days; Trough to prior peak

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
25
Vs category
50
Consistency
32
Risk-adjusted
0
Drawdown
98
Mean
41

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

Risk-adjusted return (Sharpe) is negative over the available daily history.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

MonitorPlan n/a · IDCWWatch before adding

Axis Liquid Fund - Monthly Option

Axis Mutual Fund Income/Debt Oriented Schemes - Liquid Fund16.6 years

NAV: 1,001.0395; 28 Oct 2026
1Y: +0.0%; Trailing CAGR
AUM: ₹12,000; 30 Jun 2026
Volatility: Low; 1.6% annualized

Oct 2024 – Oct 2026

All funds

MonitorPlan n/a · IDCWWatch before adding

Axis Liquid Fund - Monthly Option

Axis Mutual Fund Income/Debt Oriented Schemes - Liquid Fund16.6 years

NAV: 1,001.0395; 28 Oct 2026
1Y: +0.0%; Trailing CAGR
AUM: ₹12,000; 30 Jun 2026
Volatility: Low; 1.6% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 28 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 Aditya Birla Sun Life Liquid Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
16.6 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 -0.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
30% 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.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

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

28 Oct 2026 · +0.0% over 1Y

1,001.0395

Oct 20251,000.6867 – 1,008.1143Oct 2026

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+0.0%
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: 25; Vs comparable share classes
SIP 3Y XIRR: -0.0%; Simulated monthly SIP
Worst rolling 3Y: -0.3%; 4951 daily-ending windows
Median rolling 3Y: -0.0%; Calendar-day CAGR
Positive rolling 5Y: +48%; 4221 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -0.8%; Worst peak-to-trough
Current: -0.7%; Below last peak
Current spell: 4812 days; Days below latest peak
Time below peak: +99%; NAV observations

Drawdown

28 Oct 2026

-0.7%

Mar 2010-0.8% – 0.0%Oct 2026

Average recovery: 109 days; 11 recovered episodes
Longest recovery: 486 days; Trough to prior peak

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
25
Vs category
50
Consistency
32
Risk-adjusted
0
Drawdown
98
Mean
41

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

Risk-adjusted return (Sharpe) is negative over the available daily history.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 28 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 Aditya Birla Sun Life Liquid Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
16.6 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 -0.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
30% 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.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

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

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+0.0%
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: 25; Vs comparable share classes
SIP 3Y XIRR: -0.0%; Simulated monthly SIP
Worst rolling 3Y: -0.3%; 4951 daily-ending windows
Median rolling 3Y: -0.0%; Calendar-day CAGR
Positive rolling 5Y: +48%; 4221 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -0.8%; Worst peak-to-trough
Current: -0.7%; Below last peak
Current spell: 4812 days; Days below latest peak
Time below peak: +99%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 109 days; 11 recovered episodes
Longest recovery: 486 days; Trough to prior peak

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
25
Vs category
50
Consistency
32
Risk-adjusted
0
Drawdown
98
Mean
41

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

Risk-adjusted return (Sharpe) is negative over the available daily history.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 28 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 Aditya Birla Sun Life Liquid Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
16.6 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 -0.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
30% 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.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

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

28 Oct 2026 · +0.0% over 1Y

1,001.0395

Oct 20251,000.6867 – 1,008.1143Oct 2026

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+0.0%
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: 25; Vs comparable share classes
SIP 3Y XIRR: -0.0%; Simulated monthly SIP
Worst rolling 3Y: -0.3%; 4951 daily-ending windows
Median rolling 3Y: -0.0%; Calendar-day CAGR
Positive rolling 5Y: +48%; 4221 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -0.8%; Worst peak-to-trough
Current: -0.7%; Below last peak
Current spell: 4812 days; Days below latest peak
Time below peak: +99%; NAV observations

Drawdown

28 Oct 2026

-0.7%

Mar 2010-0.8% – 0.0%Oct 2026

Average recovery: 109 days; 11 recovered episodes
Longest recovery: 486 days; Trough to prior peak

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
25
Vs category
50
Consistency
32
Risk-adjusted
0
Drawdown
98
Mean
41

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Monitor

Buying stance

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

Why this status

Risk-adjusted return (Sharpe) is negative over the available daily history.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Axis Liquid Fund - Monthly Option

Should you add this fund?

Before you buy or SIP

Returns

Drawdown

Dimensions

Decision

Worth investigating

Aditya Birla Sun Life Liquid Fund

Axis Liquid Fund

Axis Liquid Fund - Daily Option

BARODA BNP PARIBAS LIQUID FUND

DSP Liquid Fund

Axis Liquid Fund - Monthly Option

Axis Liquid Fund - Monthly Option

Should you add this fund?

Before you buy or SIP

Returns

Drawdown

Dimensions

Decision

Should you add this fund?

Before you buy or SIP

Returns

Drawdown

Dimensions

Decision

Worth investigating

Aditya Birla Sun Life Liquid Fund

Axis Liquid Fund

Axis Liquid Fund - Daily Option

BARODA BNP PARIBAS LIQUID FUND

DSP Liquid Fund

Axis Liquid Fund - Monthly Option

Should you add this fund?

Before you buy or SIP

Returns

Drawdown

Dimensions

Decision