Axis Liquid Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 05-10-2009

Minimum Investment: 100.0

Asset Class: Fixed Income

Minimum Topup: 100.0

Benchmark: NIFTY Liquid Index A-I

Total Assets: 28157.77 As on (30-09-2025)

Expense Ratio: 0.24% As on (29-09-2025)

Turn over: 81.00% | Exit Load: 0.0070% If redeemed or switched out withih 1 day, 0.0065% withih 2 days,0.0060%, withih 3 days, 0.0055% withih 4 days, 0.0050% withih 5 days, 0.0045% withih 6 days from date of allotment

NAV as on 07-11-2025

2966.7627

0.4753

CAGR Since Inception

6.99%

NIFTY Liquid Index A-I 6.34%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Liquid Fund - Regular Plan - Growth Option 6.72 7.03 5.73 6.2 6.99
Benchmark - - - - -
Debt: Liquid 6.59 6.91 5.6 6.04 6.31

Funds Manager

Mr. Devang Shah, Mr. Aditya Pagaria, Mr. Sachin Jain

RETURNS CALCULATORS for Axis Liquid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Liquid Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Liquid Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Liquid Reg Gr 05-10-2009 6.72 7.05 7.03 5.73 6.2
HSBC Liquid Fund Reg Gr 04-12-2002 8.35 8.91 8.75 6.39 6.04
ABSL Liquid Discipline Advtg 22-06-2009 7.1 7.32 7.3 5.86 6.3
Bank of India Liquid Reg Gr 16-07-2008 6.74 7.08 7.05 5.75 6.16
Groww Liquid Gr 25-10-2011 6.71 7.04 6.9 5.57 6.08
Edelweiss Liquid Reg Gr 20-09-2007 6.69 7.01 6.94 5.62 6.02
PGIM India Liquid Fund Gr 05-09-2007 6.69 7.0 6.98 5.68 6.18
Edelweiss Liquid Ret Gr 21-09-2007 6.69 7.01 6.93 5.62 6.01
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.68 7.01 6.99 5.7 6.17
Canara Robeco Liquid Reg Gr 05-07-2008 6.68 7.03 7.01 5.7 6.05

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Liquid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Liquid Fund - Regular Plan - Growth Option 0.49 0.4 2.15 0.98 6.08 0.18
Debt: Liquid - - - - - -