loader2
Partner With Us

May 04, 2020


Category

Debt

AUM (Cr.)

12,338.35

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.99

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Jul 30, 2014

Risk Level

Moderately Low

Investment Objective

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

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Short Term Fund (Bonus) 0 0 0 0 0 0
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.86 3.16 5.22 6.44 6.14 6.96
Category Rank 5/8 5/8 5/8 10/8 8/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
IDBI Short Term Bond Fund (G) 22.1914 0.04 12.79 7.78 6.84 29.23 0.00 5,000.00 invest
Sundaram Short Term Debt Fund (G) 36.2383 0.03 13.17 5.87 5.78 380.03 1.01 5,000.00 invest
Franklin India STI (G) (Wound up) 4,383.2480 0.02 19.30 4.95 6.13 1,194.53 0.00 5,000.00 invest
Franklin India STI - Inst (G) (Wound up) 3,628.0528 0.02 19.19 5.10 6.39 1,194.53 0.00 50,000,000.00 invest
IDFC Bond Fund - STP - Regular (IDCW-M) 10.3686 -76.90 3.77 8.10 7.11 12,708.19 0.77 5,000.00 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 Sep 30, 2021 1,004.36 8.13 -7.17
Corporate Debts-LIC Housing Fin. Sep 30, 2021 819.15 6.65 -0.33
Corporate Debts-H D F C Sep 30, 2021 732.56 5.94 -0.24
Reverse Repo-C C I Sep 30, 2021 659.65 5.35 35.27
Corporate Debts-Food Corp of Ind Sep 30, 2021 637.97 5.17 12.22
Govt. Securities-GSEC2026 Sep 30, 2021 589.20 4.78 20.11
Govt. Securities-GSEC2033 Sep 30, 2021 505.69 4.10 15.23
T Bills-TBILL-91D Sep 30, 2021 461.53 3.74 0.00
Corporate Debts-REC Ltd Sep 30, 2021 392.10 3.18 -3.42
Corporate Debts-Power Fin.Corpn. Sep 30, 2021 389.08 3.17 23.98

latest news

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 October 2021 as the record date for decla...

Oct 20, 2021 09:49

Axis MF Announces Quarterly & Half Yearly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 27 September 2021 as the record date for dec...

Sep 23, 2021 11:08

Axis Dynamic Equity Fund Announces change in scheme name

Axis Mutual Fund has approved the change in the name of the following Schem...

Aug 24, 2021 12:31

Axis Triple Advantage Fund Announces IDCW

Axis Mutual Fund has announced 26 August 2021 as the record date for declar...

Aug 21, 2021 12:25

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 20 August 2021 as the record date for declar...

Aug 16, 2021 10:33

Axis NIFTY 100 Index Fund Announces Change in Exit Load Structure

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

Aug 11, 2021 12:21

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Term Fund (Bonus)
Contact Persone : Devang Shah
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com
Open an Account

Sign Up for Free

+91

Please use the mobile no registered with Aadhaar.

OTP sent to +91 1234567890

Didn’t received OTP? Resend

00:30

iciciDirect-money-logo
iciciDirectMoney-App

Get Research Backed Recommendations.

Download The app now

or Scan below QR Code To download app

QRcode