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Axis US Specific Treasury Dynamic Debt Passive FOF - Direct Plan - Growth Option

Axis · Scheme 152240

12.24 0.47%NAV · 2026-08-05
53
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Moderate
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month-0.55%
3 Months-0.49%
6 Months+4.92%
1 Year+10.13%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+7.94%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns24
Consistency50
Risk-adjusted27
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 7% annualised
  • Max drawdown: -5%
  • Direct plan: no distributor commission

What to watch

  • 1Y return vs category: -22.1% vs category avg
  • Sharpe ratio: 0.24
  • Sortino ratio: 0.33

Risk metrics

Sharpe ratio
0.24
Sortino ratio
0.33
Volatility
6.97%
Max drawdown
-4.94%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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