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  • Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)
Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

DebtDynamic Bond

10.8494

NAV (Jul 23)

8%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic bond mutual funds.

However, Scripbox does not recommend investing in dynamic bond mutual funds.

Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.

Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

2,005 Cr. Medium within the category

Impact of Interest Rate Changes

Highest Interest Rate Risk. The impact on fund value is very high when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Scheme Information

Investment Objective

To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0.67 %
Launched (10y ago)
Apr 27, 2011
AUM in Crores
₹ 2,005
ISIN
INF846K01958
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt Index TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Devang Shah

Fund Manager

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R Sivakumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

IDFC Low Duration Fund (G)

IDFC Low Duration Fund (G)

Low Duration

Recommended

Top Ranked

15 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 222,545 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 24,176 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Axis Bluechip Fund (G)

    Axis Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 28,247 Cr

    Fund Size

    16.30%

    5 Year CAGR

    5 Y CAGR

    Axis Midcap Fund (G)

    Axis Midcap Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 12,812 Cr

    Fund Size

    19.50%

    5 Year CAGR

    5 Y CAGR

    Axis Liquid Fund Retail (G)

    Axis Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 24,176 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Axis Liquid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Axis Liquid Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Liquid

    Top Ranked

    ₹ 24,176 Cr

    Fund Size

    4.30%

    3 Year CAGR

    3 Y CAGR

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

    About Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) is a dynamic bond debt fund and has delivered an annualised return of 7.0% over a period of 10 years ..The fund is managed by Axis Asset Management Company Limited.The fund managers are Devang Shah, R Sivakumar

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) Investment Objective

    To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) NAV,AUM,Risk

    The Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) fund was launched on Apr 27, 2011. The NAV (Net Asset Value) of this dynamic bond debt as of 2021-07-23 is ₹ 10.8494. The total AUM (Asset Under Management) of the fund as of 2021-07-26 is ₹ 2004.699. The category risk of the Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) fund is Moderate Risk. The fund charges 0.67 % as expense ratio.

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) Holdings

    The fund’s highest allocation is towards debt and has invested 95.3% in this asset class. The top three holdings of the fund are 5.85% govt stock 2030,06.51 ka sdl 2030 and state bank of india

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Composite Debt Index TR INR.

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) Review

    Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Dynamic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) has a score of 3 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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