Axis Floating Interest Rates Fund - Direct Plan has delivered 41.79% absolute return over the last 5 years.
The average return for Floater funds is 38.54% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 15.12% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 53.47% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.81% | 5.06% |
| 2 Year Return | 26.83% | 12.03% |
| 3 Year Return | 39.31% | 20.36% |
| 4 Year Return | N/A | 29.43% |
| 5 Year Return | N/A | 38.54% |
| 6 Year Return | N/A | 49.39% |
| 7 Year Return | N/A | 62.03% |
| Expense Ratio | 0.17% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
15.12%
|
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| 2 |
6.94%
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| 3 |
6.31%
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| 4 |
3.84%
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| 5 |
3.83%
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| 6 |
3.55%
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| 7 | Finance & Investments |
3.51%
|
|
| 8 |
3.47%
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| 9 |
3.46%
|
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| 10 |
3.44%
|
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| 11 |
3.44%
|
||
| 12 |
3.44%
|
Axis Floating Interest Rates Fund - Direct Plan is managed by AXIS and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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