INDProtect
Overview (as on 25 Jan 2021)
NAV
₹1,031.4318
1y returns
8.36%
Fund AUM
₹16,896 Cr
Expense Ratio
0.31%
Min SIP
₹1,000
Min Lumpsum
₹5,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
4.98% projected returns
₹0
5.38% projected returns
₹0
5.23% projected returns
₹0
4.80% projected returns
₹0
4.50% projected returns
₹0
3.83% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Government
50.95%
Corporate
41.23%
Cash Equivalent
7.82%
Debt Credit Ratings
AAA
100.00%
Key Metrics
Modified Duration
1.7 yr
Average Maturity
2.0 yr
Yield to Maturity
4.83%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"To generate stable returns by investing predominantly in debt & money market instruments issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs). The scheme shall endeavor to generate optimum returns with low credit risk."
Scheme Name
Axis Banking & PSU Debt Fund Direct Plan Monthly Dividend Payout Option
Scheme Document
Exit Load
After 0 Months : 0%
Plan Started
25 February, 2013
Fund Manager
Aditya Pagaria
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
NA
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.31% | 8.92% | |
| Direct | 0.31% | 8.44% | |
| Direct | 0.31% | 8.36% | |
| Direct | 0.31% | 8.45% | |
| Direct | 0.31% | 8.45% | |
| Regular | 0.62% | 8.12% | |
| Regular | 0.62% | 8.04% | |
| Regular | 0.62% | 8.13% | |
| Regular | 0.62% | 8.04% | |
| Regular | 0.62% | 8.13% |
Peer Funds
Axis Banking & PSU Debt Fund Direct Plan Monthl...
NAV
₹1,031.4318
INDmoney Analysis
Return Score
Good
Risk Score
Excellent
Credit Quality
High
Interest Rate Sensitivity
Medium
Fund is in Top 30 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Top 20 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Manager
Aditya Pagaria
leader
Work Experience
"null"
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