Axis Floater Fund Direct IDCW Quarterly

Debt
Floater
Low to Moderate Risk
1M
6M
1Y
All
NAV: 27 Jan 2023₹1,048.41
Min. SIP amountNot Supported
RatingNA
Fund size₹460.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Floater
Absolute returns
3M6M1YAll
Fund returns2.0%3.5%5.0%6.6%
Category averageNANA4.2%NA
Rank with in category142NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec27.5%
GOI
SovereignGOI Sec27.0%
GOI
SovereignGOI Sec24.8%
GOI
SovereignGOI FRB10.8%
GOI
SovereignGOI Sec6.4%

Expense ratio, exit load and tax

Expense ratio: 0.16%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Aditya Pagaria
Jul 2021 - Present
View details

Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Also manages these schemes

Hardik Shah
Jan 2022 - Present
View details

Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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