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Axis Income Fund - Regular Plan (QD)

PLAN: Regular OPTIONS: Quarterly Dividend
10.684 0 (0.02%)

NAV as on 20 Jan, 2017

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Debt Long Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Long Term category by Crisil (for quarter ended Sep 2016) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 20 Jan, 2017)

Period Returns (%) Rank #
1 mth 0.9 33
3 mth 2.0 102
6 mth 6.2 101
1 year 12.3 95
2 year 5.3 92
3 year 8.3 69
5 year - -

# Moneycontrol Rank within 145 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 0.1 - - - -
2015 0.3 -2.7 1.4 -2.0 -2.8
2014 0.2 1.0 -0.6 3.6 4.7
2013 -0.2 0.8 -3.2 2.4 0.1
2012 - 0.5 1.6 -0.5 1.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.4 -0.3 1.3 2.2 5.3 8.3 --
Category avg 0.6 2.3 6.0 11.6 8.1 8.9 6.9
Difference of Fund returns and Category returns -2.0 -2.6 -4.7 -9.4 -2.8 -0.6 --
Best of category 2.1 4.9 9.2 19.0 11.9 14.6 12.3
Worst of category -0.5 -0.9 1.9 2.4 5.1 6.1 7.3
Axis Income Fund - Regular Plan (QD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 21, 2012
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 197.39 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.18 (Sep-27-2016)
Bonus N.A.
Fund Manager Devang Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1% if redeemed / switched out within 1 years from date of allotment.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Kotak Bond - Plan A - Regular Plan (G) Rank 2
3,245.20 2.2 6.8 15.5 10.9 9.4
IDFC SSIF-Investment Plan B (G) Not Ranked
10.84 0.0 0.0 -- -- --
Birla SL Income Plus -B RP (G) Rank 2
2,830.64 2.4 7.6 15.9 11.1 9.4
Reliance Dynamic Bond (G) Rank 2
2,733.65 2.5 7.4 14.8 11.1 10.0
IDFC Dynamic Bond-Regular Plan (G) Rank 3
2,593.21 2.9 7.3 13.3 10.9 10.1
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 87.28
Mutual Funds N.A
Money Market 2.16
Cash / Call 10.56

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Concentration

Holdings (%)
Top 5 23.66
Top 10 45.08
Sector (%)
Top 3 N.A.

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