How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.16 | 7.53 | 11.38 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.46 | 10.49 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Money market funds are debt funds. They invest in short-term sebt securities such as treasury bills and commercial papers. They generally maintain high levels of liquidity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Money Market Fund(Q-IDCW) | 4.14% | 2.97% | 2.36% |
Tata Money Market Fund(DD-IDCW) | 0.00 | 0.00 | 0.00 |
Kotak Money Market Fund(M-IDCW Payout) | 4.61% | 4.87% | 1.46% |
SBI Savings Fund(W-IDCW Payout) | 6.32% | 6.26% | 2.33% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Debt
Others
Holdings
4.39 %
Holdings
3.83 %
Holdings
3.21 %
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
71
Total AUM
₹ 3,19,121.19 Cr.
Devang Shah
AUM: ₹90,186.31 Cr.
|
Exp: 9yrs
Aditya Pagaria
AUM: ₹83,695.44 Cr.
|
Exp: —
Sachin Jain
AUM: ₹73,128.00 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%