ReviewDirect · Growth
Axis Multi Factor Passive FoF
Axis Mutual FundFund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)4.6 years
- NAV
- 15.178
- 15 Sept 2026
- 1Y
- -1.1%
- Trailing CAGR
- AUM
- ₹36.44 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.4% 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-1.1%
- 3Y+7.4%
- 5Yn/a
- 10Yn/a
- SI+9.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.1%
- 3Y+1.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +9.6%
- Calendar-day CAGR
- Excess 1Y
- -8.0%
- Category median, same plan and option
- 3Y win rate
- +0%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- Worst rolling 3Y
- +7.4%
- 387 daily-ending windows
- Median rolling 3Y
- +13.1%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +1.8%
- 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
- 10 days
- 42 recovered episodes
- Longest recovery
- 81 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
27 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-22.0%
5 Apr 2022 – 9 Sept 2022
Trough 20 Jun 2022 · recovered in 81 days
-16.1%
1 Dec 2022 – 2 Jun 2023
Trough 28 Mar 2023 · recovered in 66 days
-10.5%
15 Sept 2023 – 28 Nov 2023
Trough 26 Oct 2023 · recovered in 33 days
-6.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
19
Vs category
0
Consistency
18
Risk-adjusted
44
Drawdown
45
Mean
25
Portfolio
31 Aug 2026 · 5 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 24.0%
- Effective holdings
- 4.3
Axis Nifty500 Value 50 ETF-Growth
Unspecified
24.0%
ICICI Prudential Nifty 200 Momentum 30 ETF - Growth
Unspecified
24.0%
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
Unspecified
23.9%
SBI ETF Quality Regular - Growth
Unspecified
23.7%
Others CBLO
Unspecified
4.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund)
HSBC Mutual Fund
- 1Y
- +12.1%
- 3Y
- +14.4%
- Vol
- 11.0%
- Max DD
- -25.4%
- Sharpe
- 0.70
- 3Y win
- +55%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
UTI Income Plus Arbitrage Active Fund of Fund
UTI Mutual Fund
- 1Y
- +5.6%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.3%
- Sharpe
- 0.83
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Silver ETF FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +72.5%
- 3Y
- +44.0%
- Vol
- 34.5%
- Max DD
- -45.3%
- Sharpe
- 0.83
- 3Y win
- +84%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Silver Fund of Fund
Axis Mutual Fund
- 1Y
- +73.8%
- 3Y
- +44.4%
- Vol
- 35.3%
- Max DD
- -46.1%
- Sharpe
- 1.04
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Gold ETF Fund of Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +34.8%
- 3Y
- n/a
- Vol
- 34.6%
- Max DD
- -26.0%
- Sharpe
- 1.12
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown