Axis Floater Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Debt: Floater
Launch Date: 26-07-2021
Asset Class:
Benchmark: NIFTY Long Duration Debt Index A-III
TER: 0.53% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 166.12 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

1293.5541

7.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 10 yr Benchmark G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate regular income through investment in a portfolio comprising predominantly of floating rate instruments and fixed rate instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.53
Average Maturity 17.27

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Floater Fund - Regular Plan - Growth 26-07-2021 11.66 9.27 8.05 - -
DSP Floater Fund - Regular Plan - Growth 01-03-2021 10.09 9.24 7.78 - -
BANDHAN FLOATING RATE FUND - REGULAR PLAN GROWTH 18-02-2021 9.54 8.05 7.02 - -
Franklin India Floating Rate Fund - Growth Plan 23-04-2001 9.29 8.48 7.42 6.18 6.3
Nippon India Floating Rate Fund - Growth Plan-Growth Option 27-08-2004 9.18 8.3 7.22 6.95 7.24
Kotak Floating Rate Fund-Regular Plan-Growth Option 05-05-2019 9.1 8.25 7.17 7.06 -
HDFC Floating Rate Debt Fund - Growth Option 05-10-2007 8.94 8.45 7.58 7.01 7.44
SBI Floating Rate Debt Fund - Regular Plan - Growth 05-10-2020 8.85 8.4 7.42 - -
Tata Floating Rate Fund-Regular Plan-Growth 07-07-2021 8.77 7.88 7.15 - -
ICICI Prudential Floating Interest Fund - Growth 17-11-2005 8.48 8.31 7.48 6.91 7.22

Scheme Characteristics

Minimum investment in floating rate instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.03%

Feedback
Notification