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MF_135120

Axis Equity Savings Fund - Direct Plan - Growth

Hybrid Schemes - Equity Savings Fund

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End Amount
₹26,297.41
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.01%
MF_135120 Return
Benchmark CAGR
10.79%
Nifty 50
Inflation Adj. CAGR
4.14%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.41
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.63
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 45% 17% 41%
60 days 42% 14% 26%
90 days 39% 12% 20%
180 days 39% 8% 13%
1Yr 31% 5% 8%
3Yr 14% 2% 5%
5Yr 3% 1% 5%
7Yr 0% 0% 4%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days 5.7% | -33.9% | 11.2% | 62.6% 26.6% | -61.8% | 14.6% | 179.2%
60 days -8.3% | -24.5% | 11.1% | 49.4% -23.0% | -48.1% | 17.0% | 121.3%
90 days -7.1% | -18.2% | 10.8% | 41.1% -25.0% | -40.9% | 15.6% | 107.9%
1 Year 2.7% | -1.6% | 9.3% | 26.7% -10.0% | -13.6% | 12.3% | 57.6%
3 Years 9.4% | 5.1% | 10.2% | 13.6% 7.7% | 1.9% | 14.4% | 25.3%
5 Years 7.4% | 7.6% | 10.3% | 13.4% 6.4% | 7.8% | 14.9% | 22.4%
7 Years 9.3% | 9.1% | 10.1% | 10.9% 11.2% | 11.5% | 14.1% | 16.1%
10 Years 9.3% | 9.3% | 9.8% | 10.4% 11.7% | 11.4% | 13.3% | 15.1%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 1, 2016 April 19, 2016 109 days 6% Nifty 50: 12% 10090 9481 10090
Nov. 1, 2016 Feb. 1, 2017 92 days 5% Nifty 50: 8% 10828 10279 10828
Aug. 28, 2018 March 28, 2019 212 days 7% Nifty 50: 14% 13273 12285 13283
Feb. 19, 2020 Oct. 8, 2020 232 days 18% Nifty 50: 37% 14491 11946 14561
Jan. 17, 2022 Nov. 15, 2022 302 days 9% Nifty 50: 16% 18673 17046 18673
Sept. 26, 2024 May 15, 2025 231 days 5% Nifty 50: 15% 24611 23333 24701