- Mutual Funds
- Axis Mutual Fund
- Axis Gilt Fund Regular Growth
Gilt funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Gilt Funds are mandated to invest a minimum of 80% of their total assets in Government Securities.
Such a strategy results in a very high credit quality of the fund.
Gilt Funds tend to take a large exposure to long dated instruments making them highly volatile when interest rate changes.We do not recommend funds in this category since we believe that the high volatility of the category is not suited for individual investors.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.3914
NAV (Oct 15)
Fund Returns
Last 1Y | 11.8% |
Last 3Y | 6.2% |
Last 5Y | 7% |
Last 10Y | 7.8% |
Since Inception | 7.2% |
6 Month CAGR | 6.5% |
Scheme Information
The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government.
Expense Ratio | 0.77 |
Launched (0y ago) | 0.77 |
AUM in Crores | 613.1 |
ISIN | INF846K01AX8 |
Lock-in | - |
Benchmark | CRISIL Dynamic Gilt Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 2.1 |
Beta | 0.5 |
Sharpe Ratio | 0.1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Gilt Fund (G) | 8,66,630 | 1,34,018 | 7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
30.7%GOI
19.1%GOI
14.5%GOI
10.7%GOI
5.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Gilt Fund Regular Plan Growth Review
Axis Gilt Fund Regular Plan Growth is a Gilt Debt fund and has delivered an annualised return of 7.245% over a period of 12 years. The fund is managed by Axis Mutual Fund. The fund managers are Devang Shah, Sachin Jain.
Nav of Axis Gilt Fund as of 10/15/2024 is ₹24.39 with the total AUM as of 10/16/2024 is ₹613.1437. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Gilt Fund was launched on 2012-01-23. The category risk of the fund is Average.
The minimum SIP amount for Axis Gilt Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Gilt Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Gilt Index.
It is rated as a 2 fund in Debt and delivered 11.825% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Gilt Fund.
Frequently Asked Questions
What is Axis Gilt Fund?
How to invest in Axis Gilt Fund?
You can invest in Axis Gilt Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Gilt Fund?
The minimum sip amount for Axis Gilt Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Gilt Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Gilt Fund Regular Plan Growth?
The expense ratio of the Axis Gilt Fund Regular Growth is 0.77% for regular plan.
What is the NAV of Axis Gilt Fund?
Today's Axis Gilt Fund Regular Growth NAV is ₹24.39.