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Partner With Us NRI

May 17, 2024


Category

Debt

AUM (Cr.)

7,944.42

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.90

Sharpe Ratio

80.29

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Mar 03, 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 - Retail (IDCW-M) 0.7 3.72 6.5 5.25 6.67 7.45
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.7 3.55 6.18 5.45 5.84 6.8
Category Rank 9/8 13/8 14/8 7/8 9/8 8/8
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 (IDCW-Q) 10.6505 0.00 5.17 4.18 5.18 218.37 1.05 5,000.00 invest
Baroda BNP Paribas Short Duration Fund-Reg (G) 26.6867 0.00 6.60 5.00 5.97 218.37 1.05 5,000.00 invest
Groww Short Duration Fund (IDCW-F) 1,015.9876 0.00 5.27 3.73 4.06 38.41 1.60 100.00 invest
Groww Short Duration Fund (IDCW-M) 1,025.1395 0.00 5.41 3.70 3.98 38.41 1.60 100.00 invest
Bandhan Bond Fund - STP - Regular (IDCW-M) 10.4131 -0.02 6.46 4.91 6.31 8,649.34 0.78 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-GSEC2030 Apr 30, 2024 563.45 7.09 -36.45
Corporate Debts-S I D B I Apr 30, 2024 468.89 5.90 -9.81
Corporate Debts-N A B A R D Apr 30, 2024 434.25 5.45 39.97
Govt. Securities-GSEC2033 Apr 30, 2024 402.53 5.07 108.52
Govt. Securities-GSEC2033 Apr 30, 2024 357.45 4.50 33.47
Reverse Repo-C C I Apr 30, 2024 326.35 4.11 -50.62
Corporate Debts-Tata Cap.Hsg. Apr 30, 2024 317.43 4.00 0.13
Corporate Debts-Bharti Telecom Apr 30, 2024 272.43 3.42 10.45
Corporate Debts-Power Fin.Corpn. Apr 30, 2024 271.86 3.41 -0.09
Corporate Debts-Bajaj Housing Apr 30, 2024 269.75 3.40 -0.14

latest news

AXIS MF Announces change in fund manager under its schemes

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

May 13, 2024 14:18

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

May 08, 2024 10:28

AXIS MF Announces change in scheme name

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

May 04, 2024 11:35

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

Axis Mutual Fund has announced 26 April 2024 as the record date for declara...

Apr 27, 2024 12:50

AXIS MF Announces change in fund managers under its schemes

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

Apr 08, 2024 12:02

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Apr 04, 2024 12:14

SCHEME DETAILS

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