Axis Constant Maturity 10 Year Fund (Debt, Gilt)

Moderate
6 yrs 3 monthsStarted on:23 Jan 2012
₹ 43.69 Cras on: 20 Apr 2018
Mid Term & Long Horizon
0.65%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate returns similar to that of 10 year government bonds.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.05
1 YR1.03
2 YR5.19
3 YR5.88

SIP Returns

TenureReturns (CAGR)
2 YR1.43
3 YR4.06
5 YR6.14

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%56.31
GOI 25/11/2023 8.83%7.3
GOI 24/09/2025 8.20%7.11
GOI 09/05/2030 7.61%6.84
GOI 21/09/2027 8.28%4.75
GOI 02/06/2028 8.60%4.61
GOI 26/12/2029 6.79%4.35
GOI 28/07/2024 8.40%3.82

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.82%
Beta0.95%
Sharpe Ratio0.43

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Other Funds Managed by Devang Shah

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