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Partner With Us NRI

Jan 18, 2022


Category

Debt

AUM (Cr.)

13,768.06

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.97

Sharpe Ratio

30.96

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Mar 02, 2010

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 - Retail (G) 0.16 1.82 3.76 7.64 6.97 7.8
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.06 11.86 14.39 4.15 5.88 7.74
Category Average - DEBT 0.03 1.29 3.16 6.98 6.41 7.1
Category Average - DEBT -0.09 1.81 3.4 7.38 6.69 7.58
Category Average - DEBT 0.01 1.3 2.87 6.94 5.17 7.24
Category Average - DEBT 0.04 1.49 3.34 2.44 3.62 6.27
Category Average - DEBT 0.06 1.96 4.68 7.59 6.72 7.86
Category Average - DEBT -0.13 1.84 3.77 7.84 6.98 7.99
Category Average - DEBT 0.07 1.87 4.07 7.63 6.9 7.38
Category Average - DEBT 0.04 1.36 2.96 6.92 6.2 7.46
Category Average - DEBT 0.08 1.67 3.17 7.22 6.62 7.68
Category Average - DEBT 0.15 6.36 8.41 4.31 4.76 7.16
Category Average - DEBT -0.01 1.56 3.55 7.36 6.86 7.5
Category Average - DEBT 0.11 1.14 3.21 -4.13 -0.2 4.38
Category Average - DEBT 0.16 1.81 3.75 7.64 6.96 7.83
Category Average - DEBT 0.12 1.65 3.92 6.58 6.81 7.71
Category Average - DEBT -0.07 1.83 3.93 7.95 7.45 8.42
Category Average - DEBT -0.02 1.58 3.58 6.68 6.51 7.33
Category Average - DEBT -0.22 9.97 11.95 6.97 6.57 7.68
Category Average - DEBT 0.11 1.37 3.13 6.61 6.44 7.07
Category Average - DEBT 0.02 1.5 3.34 7.15 6.69 7.89
Category Average - DEBT -0.17 1.34 2.47 4.39 5.28 6.8
Category Average - DEBT 0.07 1.31 3.23 3.23 4.34 7.04
Category Average - DEBT 0.04 1.43 3.42 6.78 0 6.58
Category Average - DEBT -0.08 1.16 2.56 0 0 6.34
Category Average - DEBT -0.01 1.62 0 0 0 3.77
Category Average - DEBT 0.01 0 0 0 0 1.46
Category Average - DEBT 0.29 2.01 3.59 3.71 4.51 7.02
Category Rank - DEBT 343 129 375 381 227 427
Category Rank - DEBT 455 353 354 165 45 258
Category Rank - DEBT 457 16 27 342 211 400
Category Rank - DEBT 463 439 332 235 57 287
Category Rank - DEBT 465 555 468 234 89 415
Category Rank - DEBT 467 591 446 407 253 545
Category Rank - DEBT 472 426 456 199 71 292
Category Rank - DEBT 477 287 286 166 49 347
Category Rank - DEBT 479 572 441 389 231 421
Category Rank - DEBT 480 171 85 170 63 248
Category Rank - DEBT 483 7 9 352 127 277
Category Rank - DEBT 487 530 415 397 240 488
Category Rank - DEBT 488 556 510 217 109 336
Category Rank - DEBT 490 545 397 226 546 468
Category Rank - DEBT 491 576 458 211 95 409
Category Rank - DEBT 493 526 413 204 67 241
Category Rank - DEBT 499 574 520 215 184 383
Category Rank - DEBT 500 618 610 612 589 610
Category Rank - DEBT 504 453 630 536 523 570
Category Rank - DEBT 506 503 381 195 53 326
Category Rank - DEBT 507 484 378 229 82 362
Category Rank - DEBT 518 337 331 130 18 72
Category Rank - DEBT 519 589 534 559 551 486
Category Rank - DEBT 521 360 400 192 65 311
Category Rank - DEBT 528 333 351 148 43 202
Category Rank - DEBT 532 566 539 336 176 452
Category Rank 536/294 10/294 15/294 213/294 77/294 294/294
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Indiabulls Short Term Fund (G) 1,733.4168 0.08 2.47 4.39 5.28 20.77 0.00 500.00 invest
Mahindra Manulife Short Term Fund - Reg (G) 10.3796 0.03 0.00 0.00 0.00 152.79 1.27 1,000.00 invest
ICICI Pru Short Term Fund (G) 47.4524 0.03 3.77 7.84 6.98 22,058.81 1.13 5,000.00 invest
Mahindra Manulife Short Term Fund - Reg (IDCW) 10.3796 0.03 0.00 0.00 0.00 152.79 1.27 1,000.00 invest
IDFC Bond Fund - STP - Regular (IDCW-M) 10.3537 -77.06 3.56 7.33 6.82 13,801.63 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 Dec 31, 2021 1,086.92 7.89 -9.39
Corporate Debts-LIC Housing Fin. Dec 31, 2021 845.39 6.14 17.30
Reverse Repo-C C I Dec 31, 2021 796.96 5.79 -33.58
Govt. Securities-GSEC2033 Dec 31, 2021 562.32 4.08 14.99
Corporate Debts-H D F C Dec 31, 2021 506.03 3.68 -0.28
Govt. Securities-GSEC2031 Dec 31, 2021 481.56 3.50 15.75
Corporate Debts-Reliance Industr Dec 31, 2021 472.03 3.42 39.08
Corporate Debts-REC Ltd Dec 31, 2021 418.28 3.04 -10.11
Floating Rate Instruments-Hero Fincorp Dec 31, 2021 349.93 2.54 -0.01
Govt. Securities-GSEC2026 Dec 31, 2021 347.77 2.53 -54.42

latest news

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 January 2022 as the record date for decla...

Jan 18, 2022 11:52

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

Axis Mutual Fund has announced 27 December 2021 as the record date for decl...

Dec 24, 2021 11:39

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 December 2021 as the record date for decl...

Dec 16, 2021 10:11

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

Axis Mutual Fund has announced 25 November 2021 as the record date for decl...

Nov 20, 2021 09:45

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 22 November 2021 as the record date for decl...

Nov 17, 2021 12:11

Axis Value Fund Announces change in fund managers

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

Oct 30, 2021 11:39

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Term Fund - Retail (G)
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