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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | — | 2.56 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.32 | 3.20 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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(H-IDCW) | 2.62% | 4.22% | 4.08% |
BHARAT Bond FOF - April 2030 -(IDCW) | 9.89% | 6.44% | 7.59% |
Bandhan All Seasons Bond Fund(P-IDCW) | 8.79% | 6.25% | 4.11% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Others
Holdings
15.86 %
Holdings
14.99 %
Holdings
14.48 %
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
69
Total AUM
₹ 3,18,213.50 Cr.
Devang Shah
AUM: ₹90,212.46 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹37,122.38 Cr.
|
Exp: —
Anagha Darade
AUM: ₹141.52 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%