- Mutual Funds
- Axis Mutual Fund
- Axis Liquid Fund (RIDCW-M)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1002.8741
NAV (Oct 3)
Fund Returns
Last 1Y | 6.9% |
Last 3Y | 4.7% |
Last 5Y | 4.7% |
Last 10Y | 5.2% |
Since Inception | 5.5% |
6 Month CAGR | 3.5% |
Scheme Information
To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.24 |
Launched (14y ago) | Oct 09, 2009 |
AUM in Crores | 29066.924 |
ISIN | INF846K01461 |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.096 |
Sharpe Ratio (5yr) | -2.03 |
YTM | 7.04 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Liquid Fund (RIDCW-M) | 8,19,921 | 87,309 | 4.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
clearing corporation of india ltd
12.1%national bank for agriculture and rural development
3.4%reliance industries limited
3.4%small industries development bank of india
3.2%reliance retail ventures limited
2.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 7.9% | ||
4.7% | 7% | ||
5.8% | 8% | ||
4.8% | 7.5% | ||
5.9% | 7% |
Axis Liquid Fund (RIDCW-M) Review
Axis Liquid Fund (RIDCW-M) is a Liquid Debt fund and has delivered an annualised return of 5.5% over a period of 13 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Devang Shah, Sachin Jain.
Nav of Axis Liquid Fund (RIDCW-M) as of 10/3/2023 is ₹1002.87 with the total AUM as of 10/4/2023 is ₹29066.924. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Liquid Fund (RIDCW-M) was launched on Oct 09, 2009. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Axis Liquid Fund (RIDCW-M) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Liquid Fund (RIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.
Axis Liquid Fund (RIDCW-M) is rated as a 4 fund in Debt and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Liquid Fund (RIDCW-M).
Frequently Asked Questions
What is Axis Liquid Fund (RIDCW-M)?
How to invest in Axis Liquid Fund (RIDCW-M)?
You can invest in Axis Liquid Fund (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Liquid Fund (RIDCW-M)?
The minimum sip amount for Axis Liquid Fund (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Axis Liquid Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Axis Liquid Fund (RIDCW-M) is a Top Ranked fund. You can investAxis Liquid Fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Liquid Fund (RIDCW-M)?
The expense ratio of the Axis Liquid Fund (RIDCW-M) is 0.24% for regular plan.