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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Jul 26, 2021
6.83
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.53%
Volatility
1.36 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Hardik Shah, Mr. Aditya Pagaria, Mr. Hardik Shah
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.