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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.26 | 7.04 | 3.53 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.91 | 7.05 | 2.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Dynamic bond funds are the debt funds that can change allocation between long-term and short-term bonds on the basis of changing interest rates. The underlying securities can vary in terms of maturity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Dynamic Bond Fund(H-IDCW) | 5.69% | 0.80% | 1.45% |
ICICI Pru All Seasons Bond Fund(Q-IDCW Payout) | 0.60% | 0.64% | 1.51% |
Nippon India Dynamic Bond Fund(Q-IDCW) | 2.04% | 0.19% | 0.16% |
SBI Dynamic Bond Fund(IDCW-Payout) | 10.11% | 7.42% | 5.15% |
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
Debt
Others
Holdings
22.15 %
Holdings
21.65 %
Holdings
12.56 %
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
₹ 3,23,011.27 Cr.
Devang Shah
AUM: ₹84,317.30 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹37,416.81 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 from 1st April 2023)
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%