Axis Gilt Fund - Direct Plan has delivered 38.34% absolute return over the last 5 years.
The average return for Gilt funds is 36.74% .
This fund ranks #7 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 22.50% .
The fund currently owns more than 25 stocks.
The top 10 holdings account for 89.37% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.38% | 2.49% |
| 2 Year Return | 22.60% | 10.42% |
| 3 Year Return | 32.57% | 18.10% |
| 4 Year Return | 41.69% | 27.61% |
| 5 Year Return | 73.55% | 36.74% |
| 6 Year Return | 81.66% | 47.61% |
| 7 Year Return | 114.67% | 62.10% |
| Expense Ratio | 0.37% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
22.50%
|
||
| 2 |
18.73%
|
||
| 3 |
9.61%
|
||
| 4 |
7.55%
|
||
| 5 |
7.17%
|
||
| 6 |
7.06%
|
||
| 7 | Finance & Investments |
5.99%
|
|
| 8 | Others - Not Mentioned |
4.37%
|
|
| 9 | Finance & Investments |
4.35%
|
|
| 10 |
2.04%
|
||
| 11 |
1.58%
|
||
| 12 |
1.46%
|
Axis Gilt 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.
View Similar Funds