Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Fund of Funds-Domestic
Launch Date: 06-01-2020
Asset Class:
Benchmark: NIFTY Composite Debt TRI
Expense Ratio: 0.52% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 98.46 Cr As on (31-01-2021)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

10.9213

8.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option 06-01-2020 7.28 - - - -
ICICI Prudential Thematic Advantage Fund (FOF) - Growth 18-12-2003 54.8 22.78 15.42 15.51 12.08
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 40.72 32.95 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 38.31 - - - -
Kotak Asset Allocator Fund Growth 01-08-2004 30.83 20.21 15.1 14.14 12.42
Nippon India Junior BeES FoF - Growth Plan - Growth Option 05-02-2019 30.62 - - - -
ICICI Prudential Passive Strategy Fund (FOF) - Growth 18-12-2003 29.4 14.36 11.17 13.19 10.98
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 28.81 12.38 8.08 11.46 10.98
HSBC Managed Solutions - Growth - Growth 30-04-2014 28.52 16.27 9.61 13.75 -
Quantum Equity Fund of Funds - Regular Plan Growth Option 01-04-2017 28.26 15.49 9.79 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @20% (plus surcharge, if applicable and cess) with indexation if units held for more than 36 months

Short term capital gains (STCG) tax at the income tax slab rate applicable to the investor, if units are held for less than 36 months

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @29.12% ( 25% + 12% surcharge + 4% Health & education cess) for Individuals and @ 34.944% ( 30% + 12% surcharge + 4% Health & education cess) for any other person **

In case of an investor being NRI, LTCG tax are chargeable @ 10% (plus surcharge, if applicable and cess) without indexation relating to units redeemed from unlisted schemes.

** The DDT is to be paid by the mutual fund

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