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Axis Gilt Fund - Direct Plan - Regular IDCW

Axis · Gilt
Moderate
₹9.85
Current NAV
26 Oct 2026
-1.6%
1Y Return
-0.5%
3Y CAGR
-0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.78).
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.78
Sharpe Ratio
1.58
Beta
3.78
Alpha
1.08
Sortino
Fund Details
Fund House Axis
Category Gilt
AUM ₹2330 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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