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DebtGilt FundDirect · Growth

Axis Gilt Fund - Direct Plan - Growth Option

Axis · Scheme 120447

28.52 0.02%NAV · 2026-08-05
58
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.5%
Risk level
Moderate
Min SIP
Benchmark
CRISIL Dynamic Gilt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.65%
3 Months+2.98%
6 Months+3.69%
1 Year+4.05%
3 Years (CAGR)+7.53%
5 Years (CAGR)+6.35%
10 Years (CAGR)+7.19%
Since Launch+7.49%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns32
Consistency66
Risk-adjusted27
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.0%
  • Volatility: 4% annualised
  • Max drawdown: -11%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.5%
  • 5Y CAGR: +6.3%
  • Beat category: beat category in 39% of windows
  • Sharpe ratio: 0.27

Risk metrics

Sharpe ratio
0.27
Sortino ratio
0.31
Volatility
4.12%
Max drawdown
-11.13%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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