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Partner With Us NRI

May 30, 2023


Category

Debt

AUM (Cr.)

6,804.60

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.97

Sharpe Ratio

33.81

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

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Short Term Fund (IDCW-M) 0.69 3.76 6.59 5.34 7.13 7.6
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.69 3.71 6.59 5.69 6.02 6.8
Category Rank 9/6 9/6 9/6 3/6 9/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Indiabulls Short Term Fund (G) 1,811.3467 0.04 5.17 3.45 4.65 7.29 0.00 500.00 invest
Franklin India STI-RP-SP2 (IDCW-W) (Wound up) 24.5267 0.04 6.78 0.00 0.00 156.80 0.00 5,000.00 invest
Franklin India STI-RP-SP2 (G) (Wound up) 95.5328 0.04 6.78 0.00 0.00 156.80 0.00 5,000.00 invest
Franklin India STI-Inst Plan-SP2 (G) (Wound up) 79.0687 0.04 6.78 0.00 0.00 156.80 0.00 5,000.00 invest
Bandhan Bond Fund - STP - Regular (IDCW-M) 10.4207 -78.26 6.65 4.81 6.71 9,145.87 0.77 1,000.00 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
Govt. Securities-GSEC2027 May 15, 2023 655.89 9.61 37.29
Corporate Debts-N A B A R D May 15, 2023 637.11 9.34 8.40
Corporate Debts-Power Fin.Corpn. May 15, 2023 537.98 7.87 -0.11
Corporate Debts-S I D B I May 15, 2023 494.64 7.26 -16.66
Corporate Debts-REC Ltd May 15, 2023 427.86 6.28 -0.02
Floating Rate Instruments-Hero Fincorp May 15, 2023 350.12 5.13 0.05
Corporate Debts-St Bk of India May 15, 2023 285.52 4.19 -0.04
Corporate Debts-Mahindra Rural May 15, 2023 236.72 3.47 0.03
Govt. Securities-GSEC2032 May 15, 2023 233.20 3.42 0.00
Corporate Debts-Bajaj Housing May 15, 2023 225.59 3.30 -9.83

latest news

AXIS MF Announces change in fund managers under its schemes

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

May 27, 2023 10:14

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

Axis Mutual Fund has announced 25 May 2023 as the record date for declarati...

May 23, 2023 10:48

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW)

Axis Mutual Fund has announced 22 May 2023 as the record date for declarati...

May 18, 2023 10:30

Axis MF Announces Change in Designation of Key Personnel

Axis Mutual Fund has announced that Ms. Krishnaa N has been changed to Juni...

May 16, 2023 13:37

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

Axis Mutual Fund has announced 25 April 2023 as the record date for declara...

Apr 21, 2023 10:31

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW)

Axis Mutual Fund has announced 21 April 2023 as the record date for declara...

Apr 19, 2023 09:55

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Term Fund (IDCW-M)
Contact Persone : Devang Shah
Registered Address : international centre,Panduranginternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com