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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 7.16 | 2.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.53 | 7.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Long Duration Debt Index |
Floating rate funds are debt funds. They invest in bonds and debt instruments whose interest payments alter with an underlying interest rate level.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Floater Fund | 10.59% | 7.40% | 7.01% |
HDFC Floating Rate Debt Fund | 8.66% | 6.95% | 7.88% |
Aditya Birla SL Floating Rate Fund | 8.27% | 6.86% | 7.97% |
ICICI Pru Floating Interest Fund | 8.80% | 7.19% | 8.29% |
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
Debt
Others
Holdings
35.39 %
Holdings
15.54 %
Holdings
12.89 %
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.
Aditya Pagaria
AUM: ₹82,724.73 Cr.
|
Exp: —
Hardik Shah
AUM: ₹37,122.38 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%