Axis Gilt Fund - Regular Plan - Growth Option

(Erstwhile Axis Constant Maturity 10 Year Fund - Growth Option)
Fund House: Axis Mutual Fund
Category: Debt: Gilt
Launch Date: 05-01-2012
Asset Class: Fixed Income
Benchmark: NIFTY All Duration G-Sec TRI
TER: 0.8% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 285.72 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil

22.826

6.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India 10 Year Sovereign Bond
-
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
9 Years 4 Months
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

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

Current Asset Allocation (%)

Indicators

Standard Deviation 1.87
Sharpe Ratio -
Alpha -0.36
Beta 0.47
Yield to Maturity 7.36
Average Maturity 14.62

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Gilt Fund - Regular Plan - Growth Option 05-01-2012 7.04 6.04 4.81 7.39 7.75
ICICI Prudential Gilt Fund - Growth 19-08-1999 7.4 7.01 5.81 7.72 8.75
DSP Gilt Fund - Regular Plan - Growth 30-09-1999 7.06 6.31 5.24 7.7 8.3
Invesco India GILT Fund - Growth 09-02-2008 7.04 5.98 4.38 5.75 6.95
SBI Magnum Gilt Fund - Growth - PF (Fixed Period - 3 Yrs) Option 28-11-2003 6.88 6.91 5.54 7.91 8.98
SBI Magnum Gilt Fund - Growth - PF (Regular) Option 28-11-2003 6.88 6.91 5.54 7.91 8.98
SBI Magnum Gilt Fund - Regular Plan - Growth 30-12-2000 6.88 6.9 5.54 7.91 8.98
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option 21-03-2002 6.78 6.18 4.7 6.13 7.15
Tata Gilt Securities Fund -Regular Plan- Growth Option 06-09-1999 6.68 6.42 4.95 6.22 7.29
BANDHAN Government Securities Fund - IP - Regular Plan - Growth 01-12-2008 6.6 5.48 4.69 7.44 8.27

Scheme Characteristics

Minimum investment in Gsecs- 80% of total assets (across maturity).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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