Medium to Long Duration Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
0%
Asset Size
1566.72 Cr.
(As of 31 Dec, 2022)
Benchmark
CRISIL IBX SDL - May 2027
Riskometer
Investors understand that their principal will be at Risk.
The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index – May 2027 before expenses, subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager
Hardik Shah
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
07.51 MH Sdl 2027
15.07%
07.52 GJ Sdl 2027
9.62%
07.52 Tn SDL 2027
8.98%
06.58 GJ Sdl 2027
6.21%
Medium to Long Duration Funds are open ended schemes investing in debt and money market instruments such that the Macaulay Duration of the portfolio is between 4 – 7 years.
This fund is rated 0 stars by Morning Star Ratings.
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund: