Axis Short Term Fund - Growth Option

Fund Returns

NAV Rs. 21.79 0.04 %
(as on Jan. 24, 2020)
1 yr Return 9.79 %
3 yr. Return 7.23 %
5 yr. Return 7.88 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 21.79 0.04 %
(as on Jan. 24, 2020)
9.79 % 7.23 % 7.88 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Jan. 22, 2010
Fund Size Rs. 3673.85 cr.
Category Fixed Income | Short Duration Fund
Fund Manager Devang Shah
AMC Axis Asset Management Company Ltd.
Fund Benchmark Nifty Short Duration Debt Index
Risk Profile Conservative
Risk Rating 2 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 12000.00
Expense Ratio 0.93 %
Exit load Nil

Investment Objective

The scheme will endeavorto generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.64 1.89 4.45 9.79 7.23 7.88
Rank Within Category 78 56 None 46 28 30

Fund Schemes Concentrations

# of Securities 98
Top 10 Securities 23.48 %
Top 5 Securities 13.61 %
Top 3 Securities 8.79 %
# of Sectors 13
Top 10 Sectors 97.9 %
Top 5 Sectors 88.39 %
Top 3 Sectors 71.4 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Jan. 22, 2010 Fund Size Rs. 3673.85 cr.
Category Fixed Income | Short Duration Fund Fund Manager Devang Shah
AMC Axis Asset Management Company Ltd. Fund Benchmark Nifty Short Duration Debt Index
Risk Profile Conservative Risk Rating 2 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 12000.00 0.93 % Nil

Investment Objective

The scheme will endeavorto generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.64 1.89 4.45 9.79 7.23 7.88
Rank Within Category 78 56 None 46 28 30

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Axis Short Term Fund - Growth Option 9.79 7.23 7.88 3,673.85
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 15.49 10.6 9.96 133.58
DHFL Pramerica Ultra Short Term Fund - Growth 13.69 9.44 9.11 74.08
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 13.15 9.28 9.8 493.57
Axis Banking & PSU Debt Fund - Growth option 10.57 8.36 8.45 11,517.34
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option 13.05 8.23 8.11 133.31

Fund Schemes Concentrations

# of Securities 98
Top 10 Securities 23.48 %
Top 5 Securities 13.61 %
Top 3 Securities 8.79 %
# of Sectors 13
Top 10 Sectors 97.9 %
Top 5 Sectors 88.39 %
Top 3 Sectors 71.4 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/