Axis Dynamic Term Fund
Direct · Growth ₹35.03
11 Nov 2026
NAV
8.3%
3Y CAGR
8.1%
5Y CAGR
8.2%
10Y CAGR
8.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.30
Sharpe
-7.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 8.4% | -3.4% | 24.9% |
| 3 Years | ₹36.00 L | ₹40.29 L | 8.2% | 3.3% | 15.3% |
| 5 Years | ₹60.00 L | ₹72.16 L | 7.9% | 6.0% | 11.2% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.9% | 6.4% | 10.9% |
| 10 Years | ₹1.20 Cr | ₹1.76 Cr | 7.6% | 6.9% | 8.0% |
| 12 Years | ₹1.44 Cr | ₹2.32 Cr | 7.7% | 7.2% | 8.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.4% | 5.9% |
| 3 Years | 8.2% | 7.4% |
| 5 Years | 7.9% | 6.9% |
| 7 Years | 7.9% | 7.2% |
| 10 Years | 7.6% | 7.2% |
| 12 Years | 7.7% | 7.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.4% | 8.0% | -0.8% | 17.4% | 0.49 | 1.14 | 100% | — | — |
| 3 Years | 8.3% | 8.2% | 4.2% | 14.0% | 0.90 | 3.57 | 100% | — | — |
| 5 Years | 8.1% | 8.0% | 5.9% | 10.5% | 1.25 | 11.50 | 100% | — | — |
| 10 Years | 8.2% | 8.3% | 7.2% | 9.0% | 4.30 | — | 100% | — | — |
-7.1%
Max Drawdown
3 mo
Drawdown Duration
5 mo
Recovery Time
-0.5%
Avg Drawdown
Calmar Ratio by Duration
1.18
1Y
1.17
3Y
1.14
5Y
1.18
7Y
1.16
10Y
1.19
12Y