OmniAsset
Get app

OmniAsset › Mutual funds › Axis Fixed Term Plan - Series 113 (1228 Days)

Axis Fixed Term Plan - Series 113 (1228 Days)

Fixed-term Income fund benchmarked to CRISIL Medium Term Debt Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV30 Jul 202612.5988
CategoryFixed-term Income
PlanRegular · Idcw
Launched15 Mar 2023
Risk labelthe scheme's own riskometerLow to Moderate
Legal benchmarkSEBI Tier-1CRISIL Medium Term Debt Index
Expense ratiodirect plan, a year · stated maximum, from the scheme document0.36%
AUM₹0.27 Cr
Growth of ₹10,000₹12,57827 Mar 2023 to 30 Jul 2026
₹12,578₹11,933₹11,289₹10,644₹10,000Mar 2023Jan 2024Nov 2024Sep 2025Jul 2026
₹12,578 (+7.1% a year) Axis Fixed Term Plan - Series 113 (1228 Days)

Performance (trailing, annualised)

1Y annualised6.01%
3Y annualised7.01%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,8956.07%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,5366.89%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20247.60%
Calendar 20257.37%

Rolling returns

Rolling 1Y · average120 windows since 2 Apr 20247.28%
Rolling 1Y · median7.38%
Rolling 1Y · worst window5.99%
Rolling 1Y · best window8.29%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)0.49%
Downside deviation (3Y)0.18%
Maximum drawdown-0.20%

Management

Fund managerMr. Sachin Jain, Mr. Aditya Pagaria
Managing since20 Jul 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker