Axis Gilt Fund (Debt, Gilt)

Moderate
8 yrs 2 monthsStarted on:23 Jan 2012
₹ 45.62 Cras on: 18 Feb 2020
Mid Term & Long Horizon
0.68%
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)
YTD2.59
1 Month2.49
3 Month3.00
1 YR14.68
2 YR10.64
3 YR7.60

SIP Returns

TenureReturns (CAGR)
1 YR13.09
2 YR12.63
3 YR9.89
5 YR8.51

Portfolio

Company Name% Assets
GOI 17/06/2033 7.57%36.72
Reserve Bank of India 76-D 17/03/202021.79
Haryana State 15/06/2024 8.18%11.45
Reserve Bank of India 70-D 17/03/202010.89
GOI 08/04/2026 7.27%6.8

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.29%
Beta0.94%
Sharpe Ratio0.01

Devang Shah

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

Other Funds Managed by Devang Shah