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Axis Gilt Fund - Regular Plan - Regular IDCW

Axis · Gilt
Moderate
₹9.84
Current NAV
26 Oct 2026
-1.7%
1Y Return
-0.5%
3Y CAGR
-0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.72).
  • Very large asset base (AUM: ₹11,770 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
  • 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
1.72
Sharpe Ratio
1.32
Beta
0.72
Alpha
1.93
Sortino
Fund Details
Fund House Axis
Category Gilt
AUM ₹11770 Cr
Expense Ratio 2.12%
Min SIP ₹500
Min Lumpsum ₹1000
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