Axis Floater Fund Regular-Growth
Debt, Floater, Principal at moderately high risk
1 Year Return 3.86% at 08 Jun 2026 01:06 PM
Axis Floater Fund Regular-Growth: Mutual Fund Overview
Axis Floater Fund Regular-Growth is an Floater mutual fund with over 4.86 years of performance history. The scheme manages an AUM of ₹148.2 Cr and has a NAV of ₹1363.5035. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.86%.
Fund Details
NAV 1363.5035
Sub-Type Floater
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 4.86
Fund Size(in Crores) 148.2
Fund Performance
1 Month 0.58%
3 Month 1.07%
6 Month 2.49%
1 Year 3.86%
3 Year 7.55%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Alternative Investment Fund 0.37 Non Convertible Debenture 15.71 Repo/CBLO 22.03 Debt Credit Ratings AAA 73.52 Cash & Call Money 24.09 SOV 2.02 Others 0.37 Debt Category Indian Railway Finance Corporation 8.64 Reserve Bank of India 2.02 REC 10.81 Export-Import Bank 11.23
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.55%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Aditya Pagaria
Education Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2021-07-29
Total AUM 366022.79
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Axis Floater Fund Regular-Growth FAQs
How to invest in Axis Floater Fund Regular-Growth?
Investing in Axis Floater Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Axis Floater Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Axis Floater Fund Regular-Growth?
The term expense ratio for Axis Floater Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis Floater Fund Regular-Growth is 0.55% as of 08 Jun 2026.
What is the NAV of Axis Floater Fund Regular-Growth?
The NAV of Axis Floater Fund Regular-Growth is ₹1363.5035 as of 08 Jun 2026.
What is the AUM of Axis Floater Fund Regular-Growth?
The AUM (Assets Under Management) of Axis Floater Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis Floater Fund Regular-Growth is ₹148.2 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Axis Floater Fund Regular-Growth?
The PE ratio of Axis Floater Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Axis Floater Fund Regular-Growth?
Yes, you can invest in Axis Floater Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Axis Floater Fund Regular-Growth in the last 5 years?
The return of Axis Floater Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Axis Floater Fund Regular-Growth?
The minimum SIP investment in Axis Floater Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Axis Floater Fund Regular-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of Axis Floater Fund Regular-Growth?
The NAV of Axis Floater Fund Regular-Growth, as of 08 Jun 2026, is ₹1363.5035.
Who manages the Axis Floater Fund Regular-Growth?
The fund managers responsible for Axis Floater Fund Regular-Growth are:
- Aditya Pagaria
- Hardik Shah