performance

Axis Gilt Fund Direct Plan-Growth

Debt: Gilt - Growth (Open ended)

Axis Gilt Fund Direct Plan-GrowthNAV: 28.74 as on 01 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer -ModerateCategory -Debt: GiltBenchmark -CRISIL Dynamic Gilt Index

NAV: ₹28.74+0.27%

02 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Axis Gilt Fund Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	13 Jan, 2014 - 02 Jul, 2026	16 Feb, 2016 - 02 Jul, 2026	14 Mar, 2018 - 02 Jul, 2026	13 Apr, 2020 - 22 Jan, 2026
Average returns	8.15%	8.18%	8.06%	8.35%
Standard deviation	5.10%	1.99%	1.13%	0.87%
Best returns	20.21% 1 year ending on 08 May, 2020	13.16% 3 years ending on 24 Nov, 2016	10.17% 5 years ending on 16 Jul, 2019	10.50% 7 years ending on 20 Nov, 2020
Worst returns	-2.34% 1 year ending on 23 Jun, 2014	4.35% 3 years ending on 01 Dec, 2023	5.70% 5 years ending on 02 Apr, 2026	6.54% 7 years ending on 13 Feb, 2024
Period with positive return	93.21%	100.00%	100.00%	100.00%
Period with return > 5%	70.93%	95.31%	100.00%	100.00%
Period with return > 10%	38.15%	21.64%	0.55%	1.98%
Period with return > 15%	10.94%	0.00%	0.00%	0.00%
Beat % Category	46.90%	51.19%	50.50%	32.25%
Beat % Benchmark	36.56%	15.09%	13.13%	2.20%

Trailing Returns

Point-to-point returns of Axis Gilt Fund Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

4.2%

3.3%

-6.9%

YTD

3.4%

3.1%

3.3%

1 M

4.2%

3.2%

-7.6%

6 M

5.1%

3.8%

-4.0%

1 Y

7.9%

7.0%

9.0%

3 Y

6.6%

6.2%

10.3%

5 Y

7.6%

7.4%

12.6%

10 Y

Fund

Debt: Gilt

CRISIL Dynamic Gilt Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	4.23%	3.38%	4.20%	5.13%	7.87%	6.61%	7.55%	7.60%
Debt: Gilt	3.26%	3.11%	3.24%	3.77%	7.01%	6.22%	7.45%	-
CRISIL Dynamic Gilt Index	-6.91%	3.27%	-7.61%	-3.95%	9.02%	10.27%	12.60%	-
Rank in category	3	12	3	4	3	5	11	-
Funds in category	27	27	27	25	23	20	20	-

Period Returns

Calendar-year, quarterly and monthly return history of Axis Gilt Fund Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Axis Gilt Fund Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

Compare performance with respect to
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Frequently Asked Questions

What are the 1-year returns of Axis Gilt Fund Direct Plan-Growth?

The 1-year trailing return for Axis Gilt Fund Direct Plan-Growth is shown in the Trailing Returns section. It is compared against the Debt: Gilt category average and benchmark for context.

What are the 3-year returns of Axis Gilt Fund Direct Plan-Growth?

The 3-year CAGR for Axis Gilt Fund Direct Plan-Growth is in the Trailing Returns section, with benchmark and category comparisons.

What are the 5-year returns of Axis Gilt Fund Direct Plan-Growth?

The 5-year CAGR for Axis Gilt Fund Direct Plan-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

What are the returns of Axis Gilt Fund Direct Plan-Growth since inception?

Axis Gilt Fund Direct Plan-Growth has delivered a CAGR of 7.60% since its launch. The fund's maximum historical drawdown has been -0.11%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

How has Axis Gilt Fund Direct Plan-Growth performed vs its category over the long term?

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

What is the Sharpe ratio of Axis Gilt Fund Direct Plan-Growth?

The Sharpe ratio of Axis Gilt Fund Direct Plan-Growth is 0.50. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.

What is the alpha of Axis Gilt Fund Direct Plan-Growth?

The alpha of Axis Gilt Fund Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

What is the beta of Axis Gilt Fund Direct Plan-Growth?

The beta of Axis Gilt Fund Direct Plan-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

What are the rolling returns of Axis Gilt Fund Direct Plan-Growth?

Rolling returns for Axis Gilt Fund Direct Plan-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

How consistent are the period-wise returns of Axis Gilt Fund Direct Plan-Growth?

Period-wise annual returns for Axis Gilt Fund Direct Plan-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

13 Jan, 2014 - 02 Jul, 2026

16 Feb, 2016 - 02 Jul, 2026

14 Mar, 2018 - 02 Jul, 2026

13 Apr, 2020 - 22 Jan, 2026

Average returns

8.15%

8.18%

8.06%

8.35%

Standard deviation

5.10%

1.99%

1.13%

0.87%

Best returns

20.21%

1 year ending on 08 May, 2020

13.16%

3 years ending on 24 Nov, 2016

10.17%

5 years ending on 16 Jul, 2019

10.50%

7 years ending on 20 Nov, 2020

Worst returns

-2.34%

1 year ending on 23 Jun, 2014

4.35%

3 years ending on 01 Dec, 2023

5.70%

5 years ending on 02 Apr, 2026

6.54%

7 years ending on 13 Feb, 2024

Period with positive return

93.21%

100.00%

Period with return > 5%

70.93%

95.31%

100.00%

Period with return > 10%

38.15%

21.64%

0.55%

1.98%

Period with return > 15%

10.94%

0.00%

Beat % Category

46.90%

51.19%

50.50%

32.25%

Beat % Benchmark

36.56%

15.09%

13.13%

2.20%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

4.23%

3.38%

4.20%

5.13%

7.87%

6.61%

7.55%

7.60%

Debt: Gilt

3.26%

3.11%

3.24%

3.77%

7.01%

6.22%

7.45%

CRISIL Dynamic Gilt Index

-6.91%

3.27%

-7.61%

-3.95%

9.02%

10.27%

12.60%

Rank in category

Funds in category