Axis Liquid Fundamental Relationships

The Drivers Module shows relationships between Axis Liquid's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Axis Liquid Gr over time as well as its relative position and ranking within its peers. Check also Trending Equities.

Axis Liquid Gr Year to Date Return vs. Cash Position Weight Fundamental Analysis

Axis Liquid Gr is rated below average in cash position weight among similar funds. It is the top fund in year to date return among similar funds creating about  0.03  of Year to Date Return per Cash Position Weight. The ratio of Cash Position Weight to Year to Date Return for Axis Liquid Gr is roughly  37.31 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Axis Liquid 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
100.00%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Axis Liquid 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.68%
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Axis Liquid Gr Year to Date Return Comparison

Axis Liquid is currently under evaluation in year to date return among similar funds.

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