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Axis Gilt Fund - Regular Plan - Growth Option

Axis · Gilt
Moderate
₹26.31
Current NAV
26 Oct 2026
2.0%
1Y Return
6.4%
3Y CAGR
5.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.12).
  • Very large asset base (AUM: ₹24,170 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Higher expense ratio (2.32%) which can affect compounding over long horizons.
  • 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
0.62
Sharpe Ratio
1.12
Beta
6.12
Alpha
0.76
Sortino
Fund Details
Fund House Axis
Category Gilt
AUM ₹24170 Cr
Expense Ratio 2.32%
Min SIP ₹500
Min Lumpsum ₹1000
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