Axis Floater Reg Ann IDCW-R

Axis Floater Reg Ann IDCW-R Fund Details and Key Information

Axis Floater Reg Ann IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹143.42 Cr

• Expense Ratio: 0.50%

• Cash Holding: 16.05%

• Plan Type: Dividend

• Benchmark: NIFTY Long Duration Debt Index TR INR

• Launch Date: 2021-07-29

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Axis Floater Reg Ann IDCW-R Returns and Performance

Axis Floater Reg Ann IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 2.28%

• 3 Months: 4.16%

• 6 Months: 4.57%

• 1 Year: 6.63%

• 3 Years: 0.27%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Axis Floater Reg Ann IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Axis Floater Reg Ann IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderately High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Axis Floater Reg Ann IDCW-R Portfolio Allocation

The asset allocation of Axis Floater Reg Ann IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 1.02%

• Cash Allocation: 16.05%

This allocation plays a key role in determining the fund’s risk and return profile.

Axis Floater Reg Ann IDCW-R Sector Allocation

Axis Floater Reg Ann IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Financial Services: 1.02%

Sector allocation data helps investors understand which industries the fund is focusing on.

Axis Floater Reg Ann IDCW-R Fund House

Axis Floater Reg Ann IDCW-R is managed by:

AMC Name: Axis Asset Management Company Limited

A strong fund house with a proven track record can improve investor confidence.

Axis Floater Reg Ann IDCW-R Minimum Investment

Investors can start investing in Axis Floater Reg Ann IDCW-R with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.