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Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
— | — | 6.94 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
— | 6.87 | 4.91 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | — |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Medium Duration Debt Index |
Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis FTP-113-1228D | 7.96% | — | 7.67% |
SBI FMP-41-1498D | 7.75% | 5.39% | 5.77% |
DSP FMP 267-1246D | 8.53% | — | 7.72% |
HDFC FMP-Sr 46-1861D-Mar 2022 | 9.19% | — | 6.33% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
10.46 %
Holdings
9.93 %
Holdings
9.91 %
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
67
Total AUM
₹ 3,14,175.07 Cr.
Sachin Jain
AUM: ₹69,273.49 Cr.
|
Exp: —
Aditya Pagaria
AUM: ₹87,312.24 Cr.
|
Exp: —
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data