How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | — | 2.73 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.32 | 3.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY Composite Debt Index |
FoFs (Domestic) - Debt Oriented invest majorly invest in debt mutual funds. These funds have more than 65% of total investment corpus in the debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis All Seasons Debt FOFs | 9.78% | 6.54% | 7.08% |
BHARAT Bond FOF - April 2030 | 9.47% | 6.36% | 7.52% |
ICICI Pru Debt Mgmt Fund | 8.51% | 6.51% | 8.21% |
Bandhan All Seasons Bond Fund | 8.57% | 6.10% | 7.89% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
19.82 %
Holdings
18.11 %
Holdings
14.41 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,27,586.43 Cr.
Devang Shah
AUM: ₹86,942.58 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹37,217.73 Cr.
|
Exp: —
Anagha Darade
AUM: ₹146.13 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%