Category: Fixed Maturity Plans |
Launch Date: 03-02-2014 |
Asset Class: Fixed Interest |
Benchmark: Crisil Composite Bond Index |
Expense Ratio: 0.05% As on (31-07-2017) |
Status: Close Ended Schemes(Income) for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 0.0 |
Total Assets: 51.35 Cr As on (31-07-2017) |
Turn over: - |
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.
The scheme aims to generate income by investing in a portfolio of debt and money market instruments normally maturing in line with the duration of the scheme. The schemes has a tenure of 437 days.
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Fixed Term Plan - Series 49 - Direct Plan - Growth | 0.75 | 6.65 | -1.54 | 1.27 | - | 0.86 |
Fixed Maturity Plans |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
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