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Axis Constant Maturity 10 Year Fund - Growth Option

Category: Long Term Gilt Funds
Launch Date: 23-01-2012
Asset Class: Fixed Interest
Benchmark: Crisil 10-Year Gilt
Expense Ratio: 0.65% As on (30-09-2017)
Status: Open Ended Schemes(Gilt) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 48.02 Cr As on (30-09-2017)
Turn over: -
NAV as on 22-02-2018

14.6164

-0.03 (-0.2354%)

CAGR Since Inception

6.43%

Crisil 10-Year Gilt 7.83%

PERFORMANCE of Axis Constant Maturity 10 Year Fund - Growth Option

Scheme Performance (%)

Data as on - 22-02-2018

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

To generate returns similar to that of 10 year government bonds.

RETURNS CALCULATOR for Axis Constant Maturity 10 Year Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Constant Maturity 10 Year Fund - Growth Option 4.61 1.49 -1.41 1.0 6.92 9.4
Long Term Gilt Funds - - - - - -

PEER COMPARISION of Axis Constant Maturity 10 Year Fund - Growth Option

Period
Data as on - 22-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Constant Maturity 10 Year Fund - Growth Option 23-01-2012 1.52 6.38 5.49 6.05 0.0
BNP Paribas Government Securities Fund - Growth Option 30-04-2013 6.31 10.09 7.8 0.0 0.0
Aditya Birla Sun Life Banking & PSU Debt Fund - Growth - Regular Plan 28-10-1999 5.13 9.74 6.58 7.94 9.49
Aditya Birla Sun Life Gilt Plus - PF Plan - Growth - Regular Plan 11-10-1999 4.81 10.4 7.22 8.77 7.55
Edelweiss Government Securities Fund - Regular Plan - Growth Option 13-02-2014 4.64 9.17 6.64 0.0 0.0
ICICI Prudential Gilt Fund Investment Plan PF Option - Growth 19-11-2003 4.64 10.85 7.41 8.73 9.88
DHFL Pramerica Gilt Fund - Growth 27-10-2008 4.62 8.43 7.25 7.76 0.0
SBI Magnum Gilt Fund - Long Term - Regular Plan - Growth 30-12-2000 3.13 9.01 7.09 9.52 7.26
SBI MGLT- Growth - PF (Fixed Period - 3 Yrs) Option 28-11-2003 3.13 9.01 7.1 9.51 6.87
SBI MGLT- Growth - PF (Regular) Option 28-11-2003 3.13 9.01 7.1 9.53 7.29

PORTFOLIO ANALYSIS of Axis Constant Maturity 10 Year Fund - Growth Option

Asset Allocation (%)

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