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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹40 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

Nifty Medium Duration Debt Index

Exit Load

Nil

Summary

Latest details for Axis Fixed Term Plan - Series 102 Growth include a ₹12.5406 NAV as of Apr 11,2022 and returns since inception of 23.76%. Minimum investments start at SIP ₹0. The Axis Fixed Term Plan - Series 102 Growth AUM is ₹40 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark Nifty Medium Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.29% returns, against a category average of -1.68% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.29-1.684.54
6M1.840.2912.55
1Y3.982.5916.20
3Y7.368.5036.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-03-31
View allocation % by

1. Clearing Corporation of India Ltd61.31%
2. Bajaj Housing Finance Limited (05/04/2022) (ZCB)9.86%
3. Bajaj Finance Limited (05/04/2022) (ZCB)8.37%
4. Kotak Mahindra Investments Limited (06/04/2022) (ZCB)2.49%
5. Net Receivables / (Payables)0.45%

1. HDB Financial Services Limited (05/04/2022) (ZCB)10.04%

1. 7.85% Bhopal Dhule Transmission Company Limited (04/04/2022)7.48%

About Fund

Axis Fixed Term Plan - Series 102 Growth managed by Axis Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹40 Crore. The fund benchmarks its performance against the Nifty Medium Duration Debt Index while maintaining an expense ratio of 0.35. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Fixed Term Series - 137 Growth074.83 CR0.35
This FundAditya Birla Sun Life Fixed Term Plan - Series TJ Growth027.28 CR0.15
This FundAxis Fixed Term Plan - Series 102 Growth040.1 CR0.35
Fund Name1Y3Y
This FundHSBC Fixed Term Series - 137 Growth4.035823.7516
This FundAditya Birla Sun Life Fixed Term Plan - Series TJ Growth6.753923.7536
This FundAxis Fixed Term Plan - Series 102 Growth3.981623.7563

FAQs

Axis Fixed Term Plan - Series 102 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Fixed Term Plan - Series 102 Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Fixed Term Plan - Series 102 Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 1.84%
  • 1 Year : 3.98%
  • 3 Years : 7.36%
Returns of Axis Fixed Term Plan - Series 102 Growth are updated daily based on NAV of ₹ 12.5406 as on Apr 11,2022. Since inception, the return has been 23.76%.

You can invest in Axis Fixed Term Plan - Series 102 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Fixed Term Plan - Series 102 Growth is ₹40 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Fixed Term Plan - Series 102 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500