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Partner With Us NRI

Jul 01, 2022


Category

Debt

AUM (Cr.)

7,779.99

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.96

Sharpe Ratio

24.87

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Jan 22, 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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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 (G) 0.31 0.84 2.85 6.5 6.56 7.6
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.33 1.18 3.88 5.84 5.47 6.58
Category Rank 10/7 7/7 3/7 5/7 9/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Baroda BNP Paribas Short Duration Fund-Reg (G) 23.5948 0.12 2.04 5.22 6.04 365.59 1.05 5,000.00 invest
Nippon India Short Term Fund - (G) 42.5299 0.10 2.67 6.36 6.22 7,861.34 1.15 100.00 invest
UTI-Short Term Income Fund - Regular (G) 25.5818 0.09 7.61 8.25 4.70 2,424.92 0.95 500.00 invest
UTI-Short Term Income Fund (G) 36.3000 0.09 7.27 7.84 4.30 2,424.92 0.95 10,000.00 invest
IDFC Bond Fund - STP - Regular (IDCW-M) 10.2662 -77.24 2.03 5.96 6.27 10,673.38 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 Jun 15, 2022 540.84 8.23 29.21
Reverse Repo-C C I Jun 15, 2022 535.76 8.15 40.89
Floating Rate Instruments-Hero Fincorp Jun 15, 2022 351.18 5.34 -0.23
Corporate Debts-Mahindra Rural Jun 15, 2022 242.70 3.69 -0.48
Govt. Securities-GSEC2033 Jun 15, 2022 242.56 3.69 -15.77
Corporate Debts-H D F C Jun 15, 2022 233.02 3.55 -8.17
Commercial Paper-H D F C Jun 15, 2022 218.18 3.32 28.93
Floating Rate Instruments-Reliance Industr Jun 15, 2022 181.71 2.76 0.13
Corporate Debts-LIC Housing Fin. Jun 15, 2022 180.78 2.75 -50.76
Certificate of Deposits-HDFC Bank Jun 15, 2022 169.70 2.58 -53.73

latest news

Axis MF Announces change in scheme name under its schemes

Axis Mutual Fund has announced change in scheme name under the following sc...

Jul 01, 2022 16:13

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

Axis Mutual Fund has announced 27 June 2022 as the record date for declarat...

Jun 22, 2022 11:51

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 22 June 2022 as the record date for declarat...

Jun 17, 2022 09:50

Axis Gold ETF Announces change in fund manager

Axis Mutual Fund has announced change in fund manager under the following s...

Jun 07, 2022 10:42

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

Axis Mutual Fund has announced 25 May 2022 as the record date for declarati...

May 20, 2022 09:53

Axis MF Announces change in fund managers under its schemes

Axis Mutual Fund has announced change in fund managers under the following ...

May 06, 2022 08:43

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Term Fund (G)
Contact Persone : Devang Shah
Registered Address : Axis House, 1st Floor,C-2, Wadiainternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com