- Mutual Funds
- Axis Mutual Fund
- Axis Floater Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1124.9475
NAV (Dec 5)
Fund Returns
Last 1Y | 6.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 5.1% |
6 Month CAGR | 2.7% |
Scheme Information
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. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 0.53 |
Launched (2y ago) | Jul 29, 2021 |
AUM in Crores | 301.925 |
ISIN | INF846K012B8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Term Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.75 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Floater Fund (Growth) | NaN | NaN | % | |
| 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
7.26% govt stock 2033
16.5%7.06% govt stock 2028
16.5%7.17% govt stock 2030
13.2%7.68% govt stock 2028
11.5%7.18% govt stock 2037
9.8%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
5% | 7% | ||
4.5% | 7.5% | ||
5.3% | 7.9% | ||
5.6% | 7% |
Axis Floater Fund (G) Review
Axis Floater Fund (G) is a Floater Debt fund and has delivered an annualised return of 5.1% over a period of 2 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Hardik Shah.
Nav of Axis Floater Fund (G) as of 12/5/2023 is ₹1124.95 with the total AUM as of 12/6/2023 is ₹301.925. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Floater Fund (G) was launched on Jul 29, 2021. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Axis Floater Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Axis Floater Fund (G) 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 CRISIL Medium Term Debt TR INR.
Axis Floater Fund (G) is rated as a 0 fund in Debt and delivered 6.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Floater Fund (G).
Frequently Asked Questions
What is Axis Floater Fund (G)?
How to invest in Axis Floater Fund (G)?
You can invest in Axis Floater Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Floater Fund (G)?
The minimum sip amount for Axis Floater Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Floater Fund (G) good to invest in?
As per Scripbox experts, Axis Floater Fund (G) is a Not Reviewed Yet fund. You can investAxis Floater Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Floater Fund (G)?
The expense ratio of the Axis Floater Fund (G) is 0.53% for regular plan.