Axis Gilt (Debt, Gilt)

Moderate
7 yrs 1 monthsStarted on:23 Jan 2012
₹ 35.38 Cras on: 15 Feb 2019
Mid Term & Long Horizon
0.65%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.16
1 Month0.10
3 Month2.95
1 YR6.72
2 YR4.32
3 YR6.61

SIP Returns

TenureReturns (CAGR)
1 YR8.46
2 YR4.78
3 YR4.73
5 YR6.25

Portfolio

Company Name% Assets
Reserve Bank of India 91-D 07/03/201942.14
GOI 08/01/2028 7.17%33.23
Reserve Bank of India 91-D 08/02/201914.11
GOI 02/06/2028 8.60%5.74

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.89%
Sharpe Ratio0.04

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