Scheme Overview
Axis Gilt Fund - Regular Plan - Growth Option
(Erstwhile Axis Constant Maturity 10 Year Fund - Growth Option)
Category: Debt: Gilt |
Launch Date: 05-01-2012 |
Asset Class: Fixed Income |
Benchmark: NIFTY All Duration G-Sec TRI |
Expense Ratio: 0.75% As on ( 30-09-2024) |
Status: Open Ended |
Minimum Investment: 5000.0 |
Minimum Topup: 100.0 |
Total Assets: 614.11 Cr As on ( 30-09-2024) |
Turn over: |
24.3514
0.04 ( 0.1655% )
7.21%
NIFTY All Duration G-Sec TRI8.12%
PERFORMANCE of Axis Gilt Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 30-10-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Axis Gilt Fund - Regular Plan - Growth Option | 11.68 | 6.25 | 6.88 | 7.63 | 7.21 |
Benchmark | - | - | - | - | - |
Debt: Gilt | 10.37 | 5.93 | 6.33 | 7.74 | 7.62 |
Yearly Performance (%)
Fund Managers
Devang Shah, Sachin Jain
Investment Objective
To generate returns similar to that of 10 year government bonds.
RETURNS CALCULATOR for Axis Gilt Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Gilt Fund - Regular Plan - Growth Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Gilt Fund - Regular Plan - Growth Option | 2.09 | -0.08 | -0.45 | 0.51 | 6.87 | 23.6 |
Debt: Gilt | - | - | - | - | - | - |