Mutual Funds

Axis Liquid Fund - Direct plan - Bonus Option

Axis Mutual FundLiquidLow Risk
₹2,215.57+0.40 (+0.02%)

NAV as on 2020-05-05 · Debt · Liquid

AUM

₹30.2K Cr

1Y Return

+6.1%

3Y CAGR

+6.9%

5Y CAGR

+7.2%

Expense

0.11%

Risk

Low

Axis Liquid Fund
₹2,215.57+0.02%

1Y Return

+6.1%

3Y CAGR

+6.9%

5Y CAGR

+7.2%

Since Inception

+3.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹2,087.88
₹2,215.57

100% from 52W low

Fund Information

LiquidDebtSince 07-05-2014

Fund House

Axis Mutual Fund

Category

Debt - Liquid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash99.7%
Other0.3%

Market Cap Split

Top Holdings

100 stocks
Weight1M Change
1

Small Industries Dev Bank Of India

7.69%+11.9%
2

Tbill

7.48%+45.2%
3

India (Republic of)

6.92%+100.0%
4

National Bank For Agriculture And Rural Development

6.79%+31.8%
5

Union Bank Of India

5.81%+100.0%
6

National Bank for Agriculture and Rural Development

4.04%+100.0%
7

Export Import Bank Of India

3.99%+40.8%
8

HDFC Bank Ltd.

3.46%+33.3%
9

27/03/2026 Maturing 91 DTB

3.39%0.0%
10

Punjab National Bank

3.15%-48.1%

Risk Metrics (3Y)

Sharpe Ratio

4.42

Cat avg: -0.74

Sortino Ratio

70.61

Cat avg: 6.44

Beta

0.69

Cat avg: 1.18

Std Deviation

0.24%

Cat avg: 0.31%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Liquid Dir Bns30,1880.11+6.1%+6.9%+7.2%
HDFC Liquid Dir Dl IDCW-R67,8500.20+6.3%+6.8%+5.9%
SBI Liquid Dir Dl IDCW-R57,8910.19+5.9%+5.6%+5.2%
ICICI Pru Liquid Dir Bns53,7380.20+6.2%+6.8%+7.2%
Aditya BSL Liquid Dir Dl IDCW-R51,8380.21+6.3%+5.8%+5.2%
Kotak Liquid Dir Dl IDCW-R42,7460.19+6.3%+6.9%+5.9%
Tata Liquid Dir Dl IDCW-R33,5510.20+6.1%+6.5%+5.7%
Nippon India Liquid Dir Dl IDCW-R32,7360.20+6.4%+7.3%+6.2%
Axis Liquid Dir Dl IDCW-R30,1880.11+6.4%+6.8%+6.0%
DSP Liquidity Dir Dl IDCW-R21,0580.13+6.0%+6.5%+5.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹30.2K Cr
Expense Ratio0.11%
Volatility (3Y)0.2%
Sharpe Ratio4.42
Sortino Ratio70.61
Beta0.69
Min SIP₹500
Min Lumpsum₹5,000
Holdings118

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.