Should I invest in Axis Floater Fund?

We don't give personal investment advice. Axis Floater Fund - Regular Plan - Growth is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. 5-year CAGR: 6.81%.

Axis

Axis Floater Fund - Regular Plan - Growth

Latest NAV

₹1,391.4824

As of

17 Jul 2026

1,208 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.05%	+0.01%	-0.05	7 / 8	Q4
1W	-0.21%	+0.02%	-0.23	8 / 8	Q4
2W	-0.14%	+0.02%	-0.16	8 / 8	Q4
1M	+1.30%	+0.82%	+0.48	1 / 8	Q1
3M	+2.63%	+1.93%	+0.70	1 / 8	Q1
6M	+4.50%	+3.58%	+0.92	1 / 8	Q1
YTD	+4.24%	+3.46%	+0.78	1 / 8	Q1
1Y	+6.11%	+5.83%	+0.28	2 / 8	Q1
2Y	+7.96%	+7.36%	+0.59	1 / 8	Q1
3Y	+8.02%	+7.44%	+0.57	1 / 8	Q1
4Y	+7.74%	+7.24%	+0.50	1 / 8	Q1
5Y	+6.81%	+6.41%	+0.41	1 / 8	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.87%	+6.58%	+0.29	2 / 8	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.24%	+3.46%	+0.78	1 / 8
2025	+7.75%	+7.51%	+0.23	2 / 8
2024	+9.39%	+8.15%	+1.24	1 / 8
2023	+7.02%	+7.24%	-0.22	6 / 8
2022	+4.55%	+4.02%	+0.53	2 / 8
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.16%

49 windows

min 3.2% · max 12.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.57%

25 windows

min 6.2% · max 8.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

2.17%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-1.28%

Mar 2026 → Apr 2026

% positive months

80.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Floater Fund

Scheme	Fund house	NAV	As of
SBI Floating Rate Debt Fund - Regular Plan - Growth	SBI	₹14.2297	17 Jul 2026
BANDHAN FLOATER FUND - REGULAR PLAN GROWTH	Bandhan	₹13.7456	17 Jul 2026
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth	Aditya Birla Sun Life	₹370.7830	17 Jul 2026
KOTAK FLOATING RATE FUND-REGULAR PLAN-GROWTH OPTION	Kotak	₹1,611.4756	17 Jul 2026
DSP Floater Fund - Regular Plan - Growth	DSP	₹14.0330	17 Jul 2026
UTI - Floater Fund - Regular Plan - Growth Option	UTI	₹1,588.9270	17 Jul 2026
Tata Floating Rate Fund-Regular Plan-Growth	Tata	₹13.5700	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹1,391.4824
16 Jul 2026	₹1,392.1511
15 Jul 2026	₹1,390.4773
14 Jul 2026	₹1,389.5440
13 Jul 2026	₹1,394.1294
10 Jul 2026	₹1,394.4114
9 Jul 2026	₹1,391.8804
8 Jul 2026	₹1,390.5191
7 Jul 2026	₹1,394.1225
6 Jul 2026	₹1,394.6043

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Floater Fund - Regular Plan - Growth is ₹1,391.4824. It's a Floater Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Floater Fund - Regular Plan - Growth has NAV history starting from 02 Aug 2021, a track record of about 4 years 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Floater Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'Floater Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Floater Fund - Regular Plan - Growth has delivered a absolute return of 6.11% — +0.28 pp ahead of the Floater Fund category average of 5.83%. The fund ranks #2 of 8 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Floater Fund - Regular Plan - Growth has delivered a CAGR of 8.02% — +0.57 pp ahead of the Floater Fund category average of 7.44%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Axis Floater Fund - Regular Plan - Growth has delivered a CAGR of 6.81% — +0.41 pp ahead of the Floater Fund category average of 6.41%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Floater Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹139,038 today — a multiplier of 1.39×, based on the 5-year CAGR of 6.81%. The category average over the same window would have grown ₹1 lakh to ₹136,413.

A ₹10,000 monthly SIP in Axis Floater Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹405,888 today. That's an XIRR (money-weighted annualised return) of 7.95%.

Axis Floater Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹405,888 — XIRR 7.95%.

On a 5-year basis, Axis Floater Fund - Regular Plan - Growth ranks #1 out of 8 funds in the Floater Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 6.41%; this fund delivered 6.81%.

The worst peak-to-trough decline Axis Floater Fund - Regular Plan - Growth has experienced over the last 3-year window is 1.28% — its NAV fell from a high on 11 Mar 2026 to a low on 02 Apr 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Floater Fund - Regular Plan - Growth averaged 7.57% (best 8.53%, worst 6.20%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Floater Fund - Regular Plan - Growth returned 7.75% — beating the Floater Fund category average of 7.51% by 0.23 pp. It ranked #2 of 8 in its category that year.

Axis Floater Fund - Regular Plan - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Floater Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. 5-year CAGR: 6.81%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.