Axis Floater Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Floater Growth Direct Plan

NAV
₹1,370.8770
+0.02%
(18 Mar)
AUM
153 Cr
TER
0.19%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.6%
+8.1%
+8.0%
+7.1%
+7.1%
+7.1%
3Y
+8.6%
+8.4%
+8.2%
+8.3%
+7.7%
+8.3%
5Y
+7.1%
+7.2%
+7.2%
NA
+6.4%
NA
ALL
+7.2%
+8.3%
+7.3%
+6.8%
+6.4%
+7.0%
VOL
0.6%
0.9%
1.4%
1.0%
-
1.7%
TER
0.3%
0.3%
0.3%
0.3%
-
0.2%
AUM
₹314 Cr
₹7,439 Cr
₹3,456 Cr
₹407 Cr
-
₹153 Cr
INFO
11.67
8.78
5.17
6.89
-
4.15
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Floater (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Feb
Top holdings
7.34% Gs 2064
12.7%
Tamilnadu State Development Loans
10.1%
Clearing Corporation Of India Ltd
9.9%
30/04/2026 Maturing 182 DTB
6.6%
National Bank For Agriculture And Rural Development
6.3%
Small Industries Development Bank of India - NCD & Bonds
6.3%
Jubilant Bevco Limited - NCD & Bonds
3.6%
Jubilant Beverages Limited - NCD & Bonds
3.6%
Shriram Finance Limited - NCD & Bonds
3.4%
Pipeline Infrastructure Limited - NCD & Bonds
3.4%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate regular income through investment in a portfolio comprising predominantly of floating rate instruments and fixed rate instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt and money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Aditya Pagaria
Hardik Shah

FAQs