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NRI

Apr 17, 2025

Category

Debt

AUM (Cr.)

9,024.40

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.89

Sharpe Ratio

50.27

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Mar 23, 2010

Risk Level

Moderate

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

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Crisil Short-Term Bond Fund Index

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Short Duration Fund - Retail (IDCW) 1.4 4.25 8.77 6.87 6.4 7.78
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 2.03 4.65 8.94 6.84 6.42 6.84
Category Rank 8/11 7/11 11/11 12/11 9/11 11/11
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India STI (IDCW-Q) (Wound up) 1,593.5472 6.60 6.60 5.44 7.40 12.51 0.00 5,000.00 invest
Franklin India STI (G) (Wound up) 5,489.4974 6.60 6.60 5.44 7.40 12.51 0.00 5,000.00 invest
Franklin India STI (IDCW-W) (Wound up) 1,387.4391 6.60 6.60 5.44 7.40 12.51 0.00 5,000.00 invest
Franklin India STI (IDCW-M) (Wound up) 1,531.8017 6.60 6.60 5.44 7.39 12.51 0.00 5,000.00 invest
DSP Short Term Fund (IDCW-W) 10.1910 -0.23 8.97 6.69 6.07 3,061.14 0.00 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Corporate Debts-N A B A R D Mar 31, 2025 888.27 9.85 -7.36
Govt. Securities-GSEC2034 Mar 31, 2025 765.42 8.48 -10.01
Corporate Debts-S I D B I Mar 31, 2025 468.56 5.20 -11.67
Corporate Debts-Tata Cap.Hsg. Mar 31, 2025 466.76 5.17 0.35
Corporate Debts-LIC Housing Fin. Mar 31, 2025 397.85 4.41 148.36
Corporate Debts-REC Ltd Mar 31, 2025 390.33 4.33 0.56
Corporate Debts-Power Fin.Corpn. Mar 31, 2025 389.94 4.31 64.40
Govt. Securities-GSEC2033 Mar 31, 2025 321.27 3.56 -5.23
Corporate Debts-IndiGrid Trust Mar 31, 2025 317.75 3.52 0.40
Net CA & Others-Net CA & Others Mar 31, 2025 310.75 3.45 46.10

latest news

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Namrata Chirag Shah has been appoin...

Apr 02, 2025 10:15

Axis Mutual Fund announces merger of AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund Merger into AXIS Crisil IBX SDL May 2027 Index Fund

Axis Mutual Fund has approved the merger of AXIS Crisil IBX 70:30 CPSE Plus...

Mar 20, 2025 09:58

Axis Nifty500 Momentum 50 ETF announces Withdrawal of the NFO

Axis Mutual Fund has announced that the New Fund Offer (�NFO�) of Axis Nift...

Mar 13, 2025 12:02

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 07, 2025 10:25

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 February 2025 as the record date for the ...

Feb 21, 2025 11:35

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Feb 18, 2025 11:42

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Duration Fund - Retail (IDCW)
Contact Persone : Devang Shah
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com