Home› Funds› Axis Gilt Fund - Direct Plan - Bonus Option

Axis Gilt Fund - Direct Plan - Bonus Option

Axis · Gilt
Moderate
₹14.74
Current NAV
06 Oct 2016
12.5%
1Y Return
5.7%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Very large asset base (AUM: ₹22,120 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.07
Sharpe Ratio
0.67
Beta
0.07
Alpha
1.47
Sortino
Fund Details
Fund House Axis
Category Gilt
AUM ₹22120 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Gilt
ICICI Prudential Gilt Fund - Direct Plan Bonus
ICICI Prudential
₹18.07 15.5%
ICICI Prudential Gilt Fund - Bonus
ICICI Prudential
₹12.84 13.9%
Nippon India Gilt Fund-Institutional Plan-P F Option-Automatic Capital Appreciation Payout Option
Nippon India
₹23.08 11.9%
PGIM India Gilt Fund - Bonus
PGIM India
₹13.87 7.3%