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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Karthik Kumar

09 May 25 | 12:00 AM

10.87 -0.16 (-1.42%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Nifty Bank TRI by -13.87%

  • Less Volatile

    1.14%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.04%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9AXIS Nifty Bank Index Fund - Regular (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year AXIS Nifty Bank Index Fund - Regular (IDCW), has underperformed Nifty Bank TRI by -13.87% (CAGR difference)

0.00%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90123456789101112131415
JavaScript chart by amCharts 3.20.9AXIS Nifty Bank Index Fund - Regular (IDCW) Nifty Bank TRI

Risk

In last 1 year , the volatility of AXIS Nifty Bank Index Fund - Regular (IDCW) is Lower than Nifty Bank TRI by -0.04%

1.14%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.1351.1401.1451.1501.1551.1601.1651.1701.1751.1801.185
JavaScript chart by amCharts 3.20.9AXIS Nifty Bank Index Fund - Regular (IDCW) Nifty Bank TRI

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It underperformed its benchmark, Equity - Index

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-50510
JavaScript chart by amCharts 3.20.9AXIS Nifty Bank Index Fund - Regular (IDCW) Nifty Bank TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.50.00.51.0
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 5 Stocks beating the benchmark 7 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition