AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Axis Newgen India Fund - I
Fund size₹43 Cr
IRRSince inception15.58%
3Y return21.45%
Fund age3 yrs
Fund Manager
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Axis Newgen India Fund I—17.46%5.28%21.45%—15.58%
Nifty 500−7.78%1.52%−0.69%15.53%—11.64%
Excess over benchmark—15.94%5.97%5.92%—3.94%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
20.94%
Benchmark approx 15.90%
A standard deviation reflecting historical swings.
Sensitivity
1.02
Beta vs benchmark 1.00 · 2% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.61
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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