MonitorPlan n/a · IDCW
Axis Liquid Fund - Weekly Option
Axis Mutual FundIncome/Debt Oriented Schemes - Liquid Fund16.5 years
- NAV
- 1,000.5882
- 15 Sept 2026
- 1Y
- +0.1%
- Trailing CAGR
- AUM
- ₹58,000
- 31 Dec 2023
- Volatility
- Low
- 0.7% 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+0.1%
- 3Y+0.1%
- 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
- +45%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -0.1%
- 4940 daily-ending windows
- Median rolling 3Y
- -0.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +59%
- 4210 daily-ending windows
- SIP 3Y XIRR
- +0.1%
- 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
- 87 days
- 28 recovered episodes
- Longest recovery
- 1460 days
- Trough to prior peak
- Current spell
- 2360 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
2 Apr 2012 – 31 Mar 2014
Trough 16 Jul 2013 · recovered in 258 days
-0.4%
2 Apr 2018 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-0.3%
29 Mar 2020 – open
Trough 5 May 2022 · not recovered
-0.3%
1 Apr 2014 – 1 Apr 2018
Trough 2 Apr 2014 · recovered in 1460 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
50
Consistency
56
Risk-adjusted
0
Drawdown
99
Mean
61
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 14 Sept 2026
Monitor
Engine status
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Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 66% of rolling 1-year windows.
- Three-year return is above the category median.
- 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
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
JioBlackRock Liquid Fund
Jio BlackRock Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 0.1%
- Max DD
- -0.0%
- Sharpe
- -6.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
JM Liquid Fund
JM Financial Mutual Fund
- 1Y
- +6.4%
- 3Y
- +6.9%
- Vol
- 0.2%
- Max DD
- -0.2%
- Sharpe
- 0.51
- 3Y win
- +52%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns