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Axis Short Term Fund - Retail Plan - Growth Option

Fund House:
Axis Mutual Fund
Category:
Debt: Short Duration
Status:
Open Ended Schemes
Launch Date:
05-03-2010
ISIN Number:
INF846K01594
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
9327
Nav (20-12-2024)
29.1125
CAGR Since Inception:
7.48
Benchmark:
NIFTY Short Duration Debt Index B-II
Expense Ratio (30-11-2024)::
0.89 %
Risko-Meter:
Moderate
Exit Load:
NIL w.e.f., 28/08/2015. 0.25% if redeemed/switched out within one month from date of allotment w.e.f. 17/09/2014. 0.50% if units are redeemed/switched out within 3 Months from the date of allotment w.e.f 22/04/2013. 0.50% if units are redeemed/switched out within 89 days from the date of allotment w.e.f 10/05/2013.
Asset Class
Fixed Income
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Short Term Fund - Retail Plan - Growth Option 7.96 7.31 6.08 6.37 7.17
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 9.04 7.43 13.57 8.38 5.75
HDFC Short Term Debt Fund - Growth Option 8.27 7.67 6.22 6.72 7.48
Axis Short Term Fund - Regular Plan - Growth Option 7.99 7.34 6.09 6.38 7.17
Nippon India Short Term Fund-Growth Plan 7.97 7.34 5.91 6.33 7.03
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 7.89 7.34 6.24 6.73 7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 7.89 7.32 0 0 0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 7.89 7.32 6.01 7.58 6.26
Invesco India Short Duration Fund - Growth 7.87 7 5.46 5.7 6.48
UTI Short Duration Fund - Regular Plan - Growth Option 7.84 7.35 6.12 7.44 6.33
Fund Manager
Devang Shah, Aditya Pagaria:
Scheme Objective
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities. :
Riskometer : Moderate
Risko-meter
Return Analysis
Based On Axis Short Term Fund - Retail Plan - Growth Option BSE India Bond Index Debt: Short Duration
CAGR since inception 7.48% 8.74% 6.84%
1 Year 7.96% 7.49% 7.69%
3 Year 6.08% 5.99% 6.05%
5 Year 6.37% 7.41% 6.21%
10 Year 7.17% 8.41% 6.75%
Nav / Index Value as on2024-12-22 9,327.00% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 5.97
Debt 90.37
Mutual Funds 0.22
Cash & Cash Equivalents 3.66
Company Holding
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD 1.07
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA 0.86
4.7% Government of India (22/09/2033) 0.85
INDIAN BANK 0.78
TMF HOLDINGS LIMITED 0.7
SUMMIT DIGITEL INFRASTRUCTURE LIMITED 0.53
TATA CAPITAL HOUSING FINANCE LIMITED 0.47
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED 0.43
FIRST BUSINESS RECEIVABLES TRUST 0.27
RURAL ELECTRIFICATION CORPORATION LIMITED 0.27
FAQ's of Axis Short Term Fund - Retail Plan - Growth Option
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Axis Short Term Fund - Retail Plan - Growth Option plan
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Axis Short Term Fund - Retail Plan - Growth Option