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  • Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

Formerly Axis Constant Maturity 10 Yr Reg DR

Axis Mutual Fund

Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

DebtGilt

10.0806

NAV (Oct 21)

8.7%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in gilt mutual funds.

However, Scripbox does not recommend investing in gilt mutual funds.

Gilt Funds are mandated to invest a minimum of 80% of their total assets in Government Securities.

Such a strategy results in a very high credit quality of the fund.

Gilt Funds tend to take a large exposure to long dated instruments making them highly volatile when interest rate changes.We do not recommend funds in this category since we believe that the high volatility of the category is not suited for individual investors.

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

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

Relative Size

150 Cr. Small 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

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

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Short Term Money

Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    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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Historical NAV

10.0806

NAV (Oct 21)

Fund Returns

Last 1Y
4%
Last 3Y
8.7%
Last 5Y
5.6%
Last 10Y
NA
Since Inception
6%
6 Month CAGR
2.6%
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Scheme Information

Investment Objective

The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
1
Launched (9y ago)
Jan 23, 2012
AUM in Crores
149.499
ISIN
INF846K01CL9
Lock-in
No Lock-in
Benchmark
Nifty All Duration G-Sec Index PR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Devang Shah

Fund Manager

user-avatar

Kaustubh Sule

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 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.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7.2%

    recommended-badge

    24.3%

    14.2%

    recommended-badge

    29.3%

    20.1%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    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

    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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

    About Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q)

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) is a Gilt Debt fund and has delivered an annualised return of 6% over a period of 9 years. The fund was previously known as Axis Constant Maturity 10 Yr Reg DR . The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Kaustubh Sule

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) Investment Objective

    The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) fund was launched on Jan 23, 2012. The NAV (Net Asset Value) of this Gilt Debt fund as of 2021-10-21 is ₹10.08. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹149.499. The category risk of the Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) fund is Moderate Risk. The fund charges 1 % as expense ratio.

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Debt and has invested 85.9% in this asset class. The top three holdings of the fund are , govt stock , 6.10% govt stock 2031 , clearing corporation of india ltd , 6.76% govt stock 2061 , 7.26% govt stock 2029 , net receivables / (payables) , 08.08 mh sdl 2028 , 182 dtb 02122021 , 06.84 gj sdl 2030

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) 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 Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) 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 All Duration G-Sec Index PR INR.

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) Review

    Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) has a score of 2 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Gilt Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) has a score of 2out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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