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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 7.82 | 5.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.51 | 4.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY Medium Duration Debt Index |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Strategic Bond Fund(H-IDCW) | 2.43% | -0.25% | 0.69% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.92% | 6.67% | 6.17% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.79% | 0.79% | 0.71% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | 0.24% | 0.04% | -0.38% |
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
9.95 %
Holdings
7.96 %
Holdings
6.80 %
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
₹ 3,18,245.13 Cr.
Devang Shah
AUM: ₹92,742.91 Cr.
|
Exp: 9yrs
Akhil Thakker
AUM: ₹2,349.88 Cr.
|
Exp: —
Sachin Jain
AUM: ₹81,132.79 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%