- Mutual Funds
- Axis Mutual Fund
- Axis Floater Fund Direct Growth
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Axis Floater Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,44,484
Wealth Gained8,77,096
Total Corpus Created (₹)
With CAGR of 7.435 % in 5 yearsHistorical NAV
₹ 1305.8224
NAV (Apr 9)
Fund Returns
Last 1Y | 11.3% |
Last 3Y | 8.2% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 7.4% |
6 Month CAGR | 5% |
Scheme Information
The scheme seeks to generate regular income through investment in a portfolio comprising predominantly of floating rate instruments and fixed rate instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt and money market instruments.
Expense Ratio | 0.19 % |
Launched 3Y ago | 2021-07-29 |
AUM in Crores | 166.2 |
ISIN | INF846K014A6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Long Duration Debt Index A-III |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1.6 |
Beta | 2.2 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Floater Fund Direct (G) | 8,94,460 | 1,61,848 | 8.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
GOI
24.29%GOI
23.92%GOI
14.14%GOI
11.98%GOI
8%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr | ||
₹ 42,292 cr | ||
₹ 9,086 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.1% | 8.7% | ||
6.3% | 5.1% | ||
7.7% | 8.3% | ||
7.2% | 7.7% | ||
7.5% | 8.2% |
Axis Floater Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,44,484
Wealth Gained8,77,096
Total Corpus Created (₹)
With CAGR of 7.435 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Axis Floater Fund Direct Plan Growth?
What is the current AUM of Axis Floater Fund Direct Growth?
What is the latest NAV of Axis Floater Fund Direct Growth?
What is the Riskometer rating for Axis Floater Fund Direct Plan Growth?
Which are the top sector holdings in Axis Floater Fund Direct Plan?
Which are the top stock holdings in Axis Floater Fund Direct Plan?
What is the asset allocation of Axis Floater Fund Direct Plan Growth?
What has been the performance of Axis Floater Fund Direct Growth returns?
Does Axis Floater Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Axis Floater Fund Direct Plan Growth?
How to invest in Axis Floater Fund Direct Growth?
How can I redeem my investment in Axis Floater Fund Direct Plan?