AXIS Floater Fund

Debt · Floater
 · ★★
1,000
Min SIP
5,000
Min Lumpsum
0.15 %
Expense Ratio
★★
Rating
328
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.1% - - 5.5%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
GSEC2026
23.46%
GSEC2033
9.1%
C C I
8.51%
GSEC2028
5.39%
Net CA & Others
1.52%
Others
52.02%
Others
100%
Corporate Debentures
26.63%
Govt Securities / Sovereign
23.54%
Certificate of Deposit
20.89%
T-Bills
14.46%
Commercial Paper
7.22%
Others
7.25%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

Fund Objective

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.

Fund Managers

Aditya Pagaria

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,42,183 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS Floater Fund ?

You can invest in AXIS Floater Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Floater Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Floater Fund ?

The NAV of AXIS Floater Fund is ₹1,103.6 as of 02 June 2023.

How to redeem AXIS Floater Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Floater Fund?

The minimum SIP amount of AXIS Floater Fund is ₹1000

How much returns have AXIS Floater Fund generated ?

The AXIS Floater Fund has delivered 5.5% since inception

What is the expense ratio of AXIS Floater Fund ?

The expense ratio of AXIS Floater Fund is 0.15 % as of 02 June 2023.

What is the AUM of AXIS Floater Fund?

The AUM of AXIS Floater Fund is ₹2,42,183 Cr as of 02 June 2023

What are the top stock holdings of AXIS Floater Fund?

The top stock holdings of AXIS Floater Fund are
  1. GSEC2026 - 27.04%
  2. GSEC2026 - 24.97%
  3. GSEC2026 - 23.46%
  4. GSEC2033 - 9.1%
  5. C C I - 8.51%
Invest Now