Can I invest in SIP and Lumpsum in AXIS Floater Fund - Direct (IDCW-M) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Floater Fund - Direct (IDCW-M). Minimum lumpsum investment AXIS Floater Fund - Direct (IDCW-M) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Floater Fund - Direct (IDCW-M) Direct Growth?

The latest NAV ( Net Asset Value ) of AXIS Floater Fund - Direct (IDCW-M) is AXIS Floater Fund - Direct (IDCW-M) is ₹1020.98 as on 2025-06-16.

Which are the biggest stock holdings of AXIS Floater Fund - Direct (IDCW-M)?

The 5 biggest stock holdings of AXIS Floater Fund - Direct (IDCW-M) are: LIC Housing Fin. (5.70%), Pipeline Infra (2.86%), Pipeline Infra (2.83%), GSEC2033 (17.66%), GSEC2034 (17.60%)

What are the top sectors AXIS Floater Fund - Direct (IDCW-M) invests in?

A majority of AXIS Floater Fund - Direct (IDCW-M) 's AUM worth ₹179.72 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
AXIS Floater Fund - Direct (IDCW-M)

AXIS Floater Fund - Direct (IDCW-M)

Floater Fund

Invest Now

NAV
1020.98(0.15%)
Fund Size (CR)
₹179.72
Expense Ratio
0.19
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
7.39%

Absolute Return: 0.88%

Annualized Return: 0%

Basic Details

Scheme Manager

Aditya Pagaria

Bench Mark

NIFTY Long Duration Debt Index A-III

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	6 June 2025	9934.35	-0.66%	-	-0.30%	96/101
1 Month	13 May 2025	9988.09	-0.12%	-	0.65%	96/101
3 Month	13 March 2025	10348.84	3.49%	-	3.10%	6/101
6 Month	13 December 2024	10495.48	4.95%	-	4.78%	25/101
1 Year	13 June 2024	11028.61	10.29%	10.29%	9.32%	5/101
3 Year	13 June 2022	12794.05	27.94%	8.55%	7.96%	12/101
5 Year	-	-	0%	-	6.78%	-/-
Since Inception	29 July 2021	13185.18	31.85%	7.39%	7.10%	40/101

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 July 2024	1,20,000	155884.95	29.90%	29.90%
3 Year	1 July 2022	3,60,000	471719.78	31.03%	9.43%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.59%

Standard Deviation

0.09%

Beta

1.17%

Sharpe Ratio

0.63%

Treynor's Ratio

1.72%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
AXIS Floater Fund - Direct (IDCW-M)	179.72	-0.12%	3.49%	4.95%	10.29%	8.55%
ICICI Pru Floating Interest Fund-Direct (IDCW-W)	7428.55	0.89%	3.31%	5.32%	12.38%	10.46%
AXIS Floater Fund - Direct (G)	179.72	-0.12%	3.50%	4.98%	10.33%	8.60%
AXIS Floater Fund - Direct (IDCW-M)	179.72	-0.12%	3.49%	4.95%	10.29%	8.55%
AXIS Floater Fund - Direct (IDCW-Q)	179.72	-0.12%	3.49%	4.96%	10.29%	8.45%
AXIS Floater Fund - Direct (IDCW-A)	179.72	-0.12%	3.49%	4.96%	10.28%	8.55%

List of Schemes under Axis Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
AXIS Banking & PSU Debt Fund	Debt	Moderate	9.33%	4	₹13,470.40
AXIS Gilt Fund	Debt	Moderate	9.68%	4	₹770.12
AXIS Dynamic Bond Fund	Debt	Moderate	10.01%	2	₹1,308.92
AXIS Gold Fund	Other	High	36.56%	5	₹1,065.47
AXIS Liquid Fund	Debt	Moderately Low	7.37%	4	₹36,089.09
AXIS ELSS Tax Saver Fund	Equity	Very High	5.9%	1	₹35,358.19
AXIS Midcap Fund	Equity	Very High	6.22%	2	₹30,501.51
AXIS Short Duration Fund	Debt	Moderate	10.02%	4	₹9,493.70
AXIS Treasury Advantage Fund	Debt	Moderately Low	8.59%	4	₹6,599.64
AXIS Multi Asset Allocation Fund	Hybrid	Very High	9.56%	1	₹1,436.16
AXIS Large Cap Fund	Equity	Very High	4.58%	1	₹33,412.83
AXIS Focused Fund	Equity	Very High	6.3%	1	₹12,643.93
AXIS Strategic Bond Fund	Debt	Moderately High	10.35%	4	₹1,945.01
AXIS Conservative Hybrid Fund	Hybrid	Moderately High	8.97%	2	₹282.74
AXIS Small Cap Fund	Equity	Very High	9.3%	3	₹25,062.36
AXIS Credit Risk Fund	Debt	Moderately High	9.9%	4	₹361.10
AXIS Arbitrage Fund	Hybrid	Low	7.66%	4	₹6,767.43
AXIS Equity Savings Fund	Hybrid	Moderately High	7.65%	2	₹946.03
AXIS Children's Fund - Lock in	Solution Oriented	Very High	9.3%	1	₹908.42
AXIS Children's Fund - Lock in	Solution Oriented	Very High	9.49%	1	₹908.42
AXIS Corporate Bond Fund	Debt	Moderate	10.33%	4	₹8,119.15
AXIS Balanced Advantage Fund	Hybrid	Very High	9.84%	3	₹3,160.82
AXIS Flexi Cap Fund	Equity	Very High	6.88%	2	₹12,823.77
AXIS Aggressive Hybrid Fund	Hybrid	Very High	8.74%	1	₹1,575.64
AXIS Ultra Short Duration Fund	Debt	Moderately Low	8.12%	4	₹6,210.81
AXIS Large & Mid Cap Fund	Equity	Very High	5.69%	3	₹14,349.24
AXIS Overnight Fund	Debt	Low	6.52%	5	₹8,725.89
AXIS Money Market Fund	Debt	Moderately Low	8.37%	5	₹18,862.30
AXIS Nifty 100 Index Fund	Other	Very High	4.46%	2	₹1,882.91
AXIS Retirement Fund - AP	Solution Oriented	Very High	8.37%	2	₹812.97
AXIS Retirement Fund - DP	Solution Oriented	Very High	8.07%	2	₹332.28
AXIS Retirement Fund - CP	Solution Oriented	High	6.86%	1	₹61.37
AXIS Income Plus Arbitrage Active FOF	Other	Moderately High	9.81%	0	₹383.00
AXIS ESG Integration Strategy Fund	Equity	Very High	4.26%	0	₹1,245.58
AXIS Global Equity Alpha Fund of Fund	Other	Very High	17.86%	0	₹897.59
AXIS Innovation Fund	Equity	Very High	6.57%	0	₹1,174.87
Axis Greater China Equity Fund Of Fund	Other	Very High	14.79%	0	₹513.37
AXIS Global Innovation Fund of Fund	Other	Very High	11.03%	0	₹518.62
AXIS Quant Fund	Equity	Very High	-2.53%	0	₹968.60
AXIS Floater Fund	Debt	Moderately Low	10.33%	1	₹179.72
AXIS Value Fund	Equity	Very High	7.95%	4	₹921.06
AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF	Other	Moderate	7.96%	0	₹255.99
AXIS Nifty 50 Index Fund	Other	Very High	6.68%	3	₹705.99
AXIS Multicap Fund	Equity	Very High	9%	3	₹7,781.71
AXIS Nifty Next 50 Index Fund	Other	Very High	-4.99%	2	₹337.09
AXIS Equity ETFs FoF	Other	Very High	-2.48%	2	₹32.31
AXIS Crisil IBX SDL May 2027 Index Fund	Other	Moderate	9.55%	0	₹2,239.50
AXIS Nifty Smallcap 50 Index Fund	Other	Very High	5.3%	2	₹487.48
AXIS Nifty Midcap 50 Index Fund	Other	Very High	6.87%	3	₹446.31
AXIS Silver Fund of Fund	Other	Moderately High	19.09%	0	₹107.01
AXIS NASDAQ 100 Fund of Fund	Other	Very High	14.49%	0	₹165.04
AXIS Nifty SDL September 2026 Debt Index Fund	Other	Moderately Low	8.88%	0	₹77.31
AXIS Long Duration Fund	Debt	Moderate	7.66%	0	₹364.09
AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund	Other	Moderate	10.09%	0	₹79.37
AXIS Business Cycles Fund	Equity	Very High	5.16%	0	₹2,404.24
AXIS CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund	Other	Moderate	9.42%	0	₹36.81
AXIS FTP - Series 112 (1143 Days)	Debt	Moderately Low	8.24%	0	₹79.27
AXIS NIFTY G-Sec September 2032 Index Fund-Reg (G)	Other	Moderate	0%	0	₹0.00
AXIS FTP - Series 113 (1228 Days)	Debt	Moderate	8.45%	0	₹95.83
AXIS S&P 500 ETF Fund of Fund	Other	Very High	0%	0	₹0.00
AXIS Nifty IT Index Fund	Other	Very High	12.03%	0	₹131.37
AXIS India Manufacturing Fund	Equity	Very High	-0.22%	0	₹5,532.65
Axis US Treasury Dynamic Bond ETF Fund of Fund	Other	Very High	7.17%	0	₹52.34
AXIS FTP - Series 119 (71 Days)	Debt	Moderately Low	0%	0	₹0.00
AXIS BSE Sensex Index Fund	Other	Very High	6.56%	0	₹48.44
AXIS CRISIL IBX SDL June 2034 Debt Index Fund	Other	Moderate	11.71%	0	₹15.59
AXIS Nifty Bank Index Fund	Other	Very High	11.85%	0	₹145.05
AXIS Nifty 500 Index Fund	Other	Very High	0%	0	₹283.13
AXIS Consumption Fund	Equity	Very High	0%	0	₹4,100.18
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund	Other	Moderate	0%	0	₹751.21
AXIS Nifty500 Value 50 Index Fund	Other	Very High	0%	0	₹90.23
AXIS CRISIL-IBX AAA Bond Financial Services-Sep 2027 Index Fund	Other	Moderate	0%	0	₹87.68
AXIS Momentum Fund	Equity	Very High	0%	0	₹1,323.56
AXIS CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index Fund	Other	Moderate	0%	0	₹44.15
AXIS Nifty500 Momentum 50 Index Fund	Other	Very High	0%	0	₹68.18
AXIS Nifty AAA Bond Financial Services-Mar 2028 Index Fund	Other	Moderate	0%	0	₹0.00
Axis Services Opportunities Fund	Equity	Very High	0%	0	₹0.00

News

Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 17 July 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

Axis Equity ETFs FoF Axis Multi Factor FoF Passive

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Existing Scheme Name	Revised Scheme Name
Axis Equity ETFs FoF	Axis Multi Factor FoF Passive

Axis Mutual Fund Change in Minimum Application Amount

Axis Mutual Fund announces that the Minimum Application Amount for Axis Multicap Fund stands modified as under with effect from June 06, 2025.

Scheme Name(s)	Existing	Revised
Axis Multicap Fund Axis Midcap Fund Axis Small Cap Fund Axis Large Cap Fund Axis Flexi Cap Fund Axis Gold Fund Axis Value Fund Axis Balanced Advantage Fund Axis Multi Asset Allocation Fund	100 and in multiple Re. 1	10 and in multiple Re. 1

Powered by Capital Market - Live News

Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 02 June 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

Axis Bluechip Fund Axis Large Cap Fund
Axis Growth Opportunities Fund Axis Large & Mid Cap Fund

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Existing Scheme Name	Revised Scheme Name
Axis Bluechip Fund	Axis Large Cap Fund
Axis Growth Opportunities Fund	Axis Large & Mid Cap Fund

Fund House Details & Investment Objective

Date of Incorporation

12 July 2021

Total AUM (Cr)

₹179.72

AXIS Floater Fund - Direct (IDCW-M) is an Floater Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 12 July 2021, this fund is managed by Aditya Pagaria. With assets under management (AUM) worth ₹179.72 (Cr), as of 16 June 2025, AXIS Floater Fund - Direct (IDCW-M) is categorized as a Floater Fund within its segment. The fund has generated a return of 7.39% since its launch.
The current NAV of AXIS Floater Fund - Direct (IDCW-M) is ₹1,020.98, as on 16 June 2025. The fund's benchmark index is NIFTY Long Duration Debt Index A-III. You can invest in AXIS Floater Fund - Direct (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 8.55% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.33% in Debt and 2.66% in cash and cash equivalents.

FAQs

How to Invest in AXIS Floater Fund - Direct (IDCW-M) Direct Growth?

AXIS Floater Fund - Direct (IDCW-M) is a popular fund in the Floater Fund segment. The fund has generated a return of 7.39% since inception. Looking to invest in AXIS Floater Fund - Direct (IDCW-M) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Floater Fund - Direct (IDCW-M) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Floater Fund - Direct (IDCW-M)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Floater Fund - Direct (IDCW-M) today and reap the benefits of this Floater Fund fund!

How much returns has AXIS Floater Fund - Direct (IDCW-M) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Floater Fund - Direct (IDCW-M) has generated annualised return of 10.29%. In the long-term, the fund has generated 8.55% and - in 3 and 5 years respectively. Since its inception, the fund has generated 7.39% returns.

What is the expense ratio of AXIS Floater Fund - Direct (IDCW-M) Direct Growth?

The expense ratio of AXIS Floater Fund - Direct (IDCW-M) Direct Growth is 0.19%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Floater Fund - Direct (IDCW-M) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Floater Fund - Direct (IDCW-M) is ₹179.72 (Cr) as of 2025-06-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Floater Fund - Direct (IDCW-M) Direct Growth?

Redeeming or selling units of AXIS Floater Fund - Direct (IDCW-M) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Floater Fund - Direct (IDCW-M):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Floater Fund - Direct (IDCW-M)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).