Axis Dynamic Bond Fund Growth+0.06%

3Groww
12.35%
1 Year Return
Debt
Dynamic
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Dynamic Bond Fund Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.40%
NAV20.0 (23 Aug 2019)
Fund Started27 Apr 2011
Fund Size141 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Dynamic Bond Fund Growth
12.3%
7.6%
9.1%
8.7%
Category Average
9.4%
6.5%
8.5%
-
Rank within category
8
8
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 12.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec28.6%
    GOISovereignGOI Sec11.1%
    Power Finance Corpn. Ltd.FinancialBonds/NCD9.4%
    Punjab National BankFinancialBonds7.6%
    National Highways Authority of India Ltd.ServicesNCD6.6%
    REC Ltd.FinancialDebenture6.5%
    Syndicate BankFinancialDebenture5.6%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.8%
    GOISovereignGOI Sec3.7%
    Tata Power Co. Ltd.EnergyDebenture2.9%
    See All

    Fund Managers

    addR Sivakumar
    Education
    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
    Experience
    Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.
    Funds Managed
    addDevang Shah
    Education
    Mr. Shah is B.Com and ACA.
    Experience
    Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.
    Funds Managed

    Other Details

    Axis Dynamic Bond Fund Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 27 Apr 2011. R Sivakumar, Devang Shah is the Current Fund Manager of Axis Dynamic Bond Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹141 Cr and the Latest NAV as of 23 Aug 2019 is ₹20.0.

    The Axis Dynamic Bond Fund Growth is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Axis Dynamic Bond Fund Growth
    VS
    search

    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |