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MF_120447

Axis Gilt Fund - Direct Plan - Growth Option

Income/Debt Oriented Schemes - Gilt Fund

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End Amount
₹26,424.27
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.28%
MF_120447 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
2.31%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.04
Volatility vs Benchmark
Sharpe Ratio
0.29
Risk-Adjusted Return
Sortino Ratio
0.45
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 43% 32% 58%
60 days 39% 26% 37%
90 days 40% 22% 31%
180 days 39% 16% 22%
1Yr 38% 9% 16%
3Yr 15% 3% 7%
5Yr 12% 2% 7%
7Yr 3% 1% 5%
10Yr 0% 0% 6%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Gilt Fund - Direct Plan - Growth Option Nifty 50
30 days -5.9% | -19.0% | 6.3% | 45.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -4.9% | -12.4% | 6.8% | 32.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -3.9% | -10.1% | 6.9% | 27.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 3.1% | -1.1% | 7.5% | 16.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 6.9% | 4.6% | 7.4% | 11.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.9% | 5.8% | 7.7% | 9.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 6.6% | 6.6% | 7.8% | 9.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 6.7% | 6.9% | 7.8% | 8.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 27, 2013 Sept. 18, 2014 479 days 11% Nifty 50: 12% 10759 9562 10789
Nov. 24, 2016 June 20, 2017 208 days 5% Nifty 50: 1% 14462 13729 14472