INDProtect

Overview (as on 26 Feb 2021)

NAV

₹20.4905

1y returns

9.287%

Fund AUM

₹194 Cr

Expense Ratio

0.4%

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

Asset Allocation

Sector Allocation
Government
52.31%
Cash Equivalent
47.69%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

7.3 yr

Average Maturity 

10.5 yr

Yield to Maturity 

6.07%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • 7.17% Govt Stock 2028

    Sovereign

    Debt

    23.97%

  • 5.77% GOI 2030

    Sovereign

    Debt

    19.20%

  • 6.8% Govt Stock 2060

    Sovereign

    Debt

    14.37%

  • 06.87 MH SDL 2030

    Sovereign

    Debt

    11.40%

  • 6.22% Govt Stock 2035

    Sovereign

    Debt

    11.03%

Fund Details

Investment Objectives
"The Scheme will aim to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government."
Scheme Name
Axis Gilt Fund Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Devang Shah
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

Peer Funds

Axis Gilt Fund Direct Plan Growth Option

NAV

₹20.4905

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Devang Shah
Devang Shah

leader

Qualifications
B. Com, CA
Work Experience
"5 years total experience. ICICI Prudential AMC Ltd - April 10, 2008 to till date. Past Experience one and half years with Deutsche Asset Management. 2 years with Pricewaterhouse Coopers"
Kaustubh Sule
Kaustubh Sule

manager

Work Experience
"null"

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