Axis Gilt Fund - Direct Plan - Bonus Option
Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Axis Mutual Fund. It's been running since 18 May 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Year by year
Calendar-year returns. 2 of last 2 years were positive.
Every N-year window, not just today's number
Standard return metrics pick one arbitrary endpoint. Below, we take every overlapping N-year window in Axis Gilt Fund - Direct Plan - Bonus Option's history and show the full distribution of outcomes — so you can see the typical case alongside the best and worst a real investor could have experienced.
1-year holding
98 windows- Positive over the window100% of windows
- Beat a 7% FD100% of windows
- Typical range (middle 50%)9.84% to 12.39%
- Vs same-category peerstop 33% of same-category peers
How to read: each bar shows the spread of CAGRs across every holding window — the darker central band is the middle 50% of outcomes; the lighter band is 80%. The vertical tick is the median. The amber line marks 7% (roughly where long-term bank FDs sat). All numbers are historical, computed from the fund's own NAV series.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Technical details (for the pros)
Fund info
- Fund house
- Axis Mutual Fund
- Category
- Annual Dividend
- Plan
- Direct
- Option
- Bonus
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 128957
- First price on record
- 18 May 2015 · 339 daily prices
About Axis Gilt Fund - Direct Plan - Bonus Option
Axis Gilt Fund - Direct Plan - Bonus Option is a Annual Dividend offered by Axis Mutual Fund under the Direct plan with the Bonus option. It has approximately 11 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
The current NAV of Axis Gilt Fund - Direct Plan - Bonus Option is ₹14.7352 (as of 6 Oct 2016). Historically, it has delivered 12.47% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 3.0% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 1.7%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Axis Gilt Fund - Direct Plan - Bonus Option?+
The latest NAV of Axis Gilt Fund - Direct Plan - Bonus Option is ₹14.7352 as of 6 Oct 2016, down 0.12% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Axis Gilt Fund - Direct Plan - Bonus Option?+
Axis Gilt Fund - Direct Plan - Bonus Option has delivered 1-year return 12.47%, since-inception CAGR 12.11%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Axis Gilt Fund - Direct Plan - Bonus Option belong to?+
Axis Gilt Fund - Direct Plan - Bonus Option is categorised as Annual Dividend. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
How risky is Axis Gilt Fund - Direct Plan - Bonus Option?+
Based on its 3-year annualised volatility of 3.0%, Axis Gilt Fund - Direct Plan - Bonus Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Axis Gilt Fund - Direct Plan - Bonus Option a direct plan?+
Axis Gilt Fund - Direct Plan - Bonus Option is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.
How old is Axis Gilt Fund - Direct Plan - Bonus Option?+
Axis Gilt Fund - Direct Plan - Bonus Option has NAV history available from 18 May 2015 — approximately 11 years of track record and 339 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.