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Axis Gilt Fund - Growth Option

(Erstwhile Axis Constant Maturity 10 Year Fund - Growth Option)

Category: Debt: Gilt
Launch Date: 23-01-2012
Asset Class: Fixed Interest
Benchmark: Crisil 10-Year Gilt Index
Expense Ratio: 0.75% As on (30-09-2018)
Status: Open Ended Schemes(Debt Scheme - Gilt Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 42.38 Cr As on (30-09-2018)
Turn over: -
NAV as on 20-11-2018

15.2852

0.01 (0.0582%)

CAGR Since Inception

6.41%

PERFORMANCE of Axis Gilt Fund - Growth Option

Scheme Performance (%)

Data as on - 20-11-2018

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 Gilt 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 Gilt Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Gilt Fund - Growth Option 4.61 1.49 -1.41 1.0 6.92 9.4
Debt: Gilt - - - - - -

PEER COMPARISION of Axis Gilt Fund - Growth Option

Period
Data as on - 20-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Gilt Fund - Growth Option 23-01-2012 0.86 1.69 5.84 7.66 0.0
Edelweiss Government Securities Fund - Regular Plan - Growth Option 13-02-2014 4.02 4.07 6.6 0.0 0.0
LIC MF Government Securities Fund-PF Plan-Growth 24-12-2003 3.61 2.94 6.45 8.12 5.74
LIC MF Government Securities Fund-Regular Plan-Growth 30-11-1999 3.61 2.96 6.38 8.08 5.72
ICICI Prudential Gilt Fund - Growth 19-08-1999 3.37 3.28 7.93 9.56 7.9
Reliance Gilt Securities Fund -Growth Plan - Growth Option 04-07-2003 3.24 4.07 8.17 9.86 7.83
Reliance Gilt Securities Fund -P F Option-Defined Maturity Date Option 22-08-2008 3.24 4.07 8.17 9.86 7.83
Reliance Gilt Securities Fund-P F Option-Automatic Capital Appreciation Payout Option 22-08-2008 3.24 4.07 8.17 9.86 7.83
IDFC GSF - Investment Plan -Regular Plan-GROWTH 01-12-2008 2.85 3.61 7.03 8.67 0.0
DSP Government Securities Fund - Regular Plan - Growth 30-09-1999 2.47 2.89 6.97 8.29 7.25

PORTFOLIO ANALYSIS of Axis Gilt Fund - Growth Option

Asset Allocation (%)

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