1. Advisorkhoj
  2. Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Category: Long Term Gilt Funds
Launch Date: 01-01-2013
Asset Class: Fixed Interest
Benchmark: Crisil 10-Year Gilt
Expense Ratio: 0.2% As on (31-07-2017)
Status: Open Ended Schemes(Gilt) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 50.01 Cr As on (31-07-2017)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

Crisil 10-Year Gilt 7.83%

PERFORMANCE of Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr. Devang Shah

Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Investment Objective

The Scheme seeks to generate returns similar to that of 10 year government bonds.

RETURNS CALCULATOR for Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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

riskometer

Key Performance and Risk Statistics of Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option 4.34 1.0 -2.6 0.92 6.8 9.2
Long Term Gilt Funds

PEER COMPARISION of Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Axis Constant Maturity 10 Year Fund - Direct Plan - Regular Dividend Option

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback