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Axis Gilt Fund - Regular Plan - Half Yearly IDCW

Axis · Gilt
Moderate
₹11.61
Current NAV
26 Oct 2026
-1.4%
1Y Return
4.0%
3Y CAGR
1.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.52).
  • Very large asset base (AUM: ₹19,570 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
1.02
Sharpe Ratio
0.92
Beta
3.52
Alpha
1.35
Sortino
Fund Details
Fund House Axis
Category Gilt
AUM ₹19570 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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