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Product scoring may vary based on gender, age, policy tenure and sum assured.
Gender
Male
Age Group
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
30 - 34
Sum Assured
₹ 1Cr
Debt • Floating Rate • NIFTY Long Duration Debt Index
Axis Floater Fund(G)-Direct Plan
1 Finance Rank:
08
081 Finance Score:
70100
Yield To Maturity Score
96
Quality & Diversification Score
73
Standard Deviation Score
54
Modified Duration Score
54
AUM Score
17
Historical Performance score
81
1 Finance Research updated as on March 2026 1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 147 CrNAV
₹ —()Expense Ratio
0.20%(As on 31-May-2026)Investment Horizon
3 to 5 years
08
Debt • Floating Rate • NIFTY Long Duration Debt Index
Axis Floater Fund(G)-Direct Plan
This fund ranks 8th out of 12 funds in its category.
AUM₹ 147 Cr
NAV₹ —()
Expense Ratio0.20%(As on 31-May-2026)
Investment Horizon3 to 5 years
1 Finance Score: 70/100
Yield To Maturity Score
96
Quality & Diversification Score
73
Standard Deviation Score
54
Modified Duration Score
54
AUM Score
17
Historical Performance score
81
Fundamental Ratios
Modified Duration
8.57 yearsAverage Maturity
10.28 yearsYield To Maturity
8.57%Standard Deviation
0.12%Portfolio summary
Asset Allocation
Debt
Others
86.54%
13.46%
Credit Rating
SOV
29.99%
AA
14.08%
AAA
13.68%
Others
42.25%
Top Holdings
| Holding Names | Assets (%) |
|---|---|
| HDFC Bank Ltd. (15-Feb-2027) | 9.57% |
| 06.90% GOI - 15-Apr-2065 | 9.18% |
| Clearing Corporation Of India Ltd. | 8.94% |
| Bank of Baroda (06-Jan-2027) | 6.43% |
| Punjab National Bank (09-Feb-2027) | 6.39% |
*Portfolio summary is updated on April 2026.
*A strong-looking portfolio on paper may still clash with your needs. Make sure to align it with your needs and time horizon.
Peer comparison
| Fund List | 1 F score | Fund Size | Expense Ratio |
|---|
*1F Score is updated quarterly, expense ratio was updated on May 2026. CAGR is updated daily.
Pros and Cons
Pros
Potential for higher returns as the fund maintains a high Net Yield to Maturity (YTM).
Ability to significantly outperform benchmark returns.
Great track record of generating high returns by managing the portfolio dynamically.
Cons
Low AUM may result in limited portfolio diversification.
Exhibits a relatively high level of volatility, indicated by its elevated standard deviation.
High modified duration indicates higher sensitivity to interest rate changes, suggesting higher risk for the fund.
Should you invest?
Invest if you are :
- Those looking for a short-term savings solution with a time horizon of 3 to 5 years should invest in this fund.
- Low risk takers because this fund is less affected by changes in interest rates.
Avoid if you are :
- Those who want to take bet on interest rate movement and invest for a long duration should avoid this fu
*Most financial mistakes aren't about money — they're about personality. Find yours with MoneySign®
Taxation
If bought before April 1, 2023
- Less than or equal to 24 months: Short-Term Capital Gains (STCG) are taxed as per your applicable income tax slab.
- More than 24 months: Long-Term Capital Gains (LTCG) are taxed at 12.5% on gains.
If bought after April 1, 2023
- Taxed at applicable slab rates.
Scheme Details
Scheme Objective
- To generate regular income through investment in a portfolio comprising predominantly of floatingrate instruments and fixed rate instruments swapped for floating rate returns. The Scheme may alsoinvest a portion of its net assets in fixed rate debt and money market instruments.
Exit Load
- NIL
Minimum investment amount
Lumpsum
₹ 5000 (open for subscription)
Other details
Founded In2021
Email Addresscustomerservice@axismf.com
| Fund Manager Name | Total Exp. (Years) | No. of Funds Managed |
|---|---|---|
| Aditya Pagaria | 12.2 | 13 |
About Axis MF
- Axis Mutual Fund is a prominent asset management company (AMC) in India known for its robust research-driven investment approach and a wide range of mutual fund schemes designed to meet different investor needs.
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Frequently Asked Questions
Are debt funds risk-free?
No, debt funds aren’t entirely risk-free. They may be less volatile than equities, but carry risks like changing interest rates, credit, liquidity, concentration, and prepayment. Hence, as an investor, it is crucial you personalise your portfolio based on your financial personality, which includes your risk comfort and time horizon of your financial goals.
Is a higher yield-to-maturity (YTM) always better?
Not necessarily in every case. A higher yield-to-maturity (YTM) often implies a bond having lower credit ratings, possessing higher default risk. You must weigh YTM against your portfolio quality and your time horizon.
What’s best for an emergency fund?
An emergency fund requires saving 3-6 months of expenses, meaning planning for short-term goals. While debt funds like overnight or liquid funds are usually the preferred options due to their strong liquidity benefits, it is imperative for you to choose a fund that aligns with your financial personality.
Who can invest in debt funds?
Debt funds are suitable for investors who prefer easy liquidity, want low-risk investments, or aim for capital preservation.
Are debt funds better than equity funds?
A mutual fund scheme is designed with a specific purpose. Equity funds are for capital appreciation, while debt funds focus on capital preservation. It depends entirely on your personal finance goals, risk tolerance, and investment horizon. Choosing between debt and equity funds must align with what you want to achieve financially.
Disclaimer
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Don't chase past returns.
Build a portfolio for the future
Our Advisory Includes
- Portfolio diversification
- Mutual fund tax harvesting
- Fund overlap check & more