Axis Short Term Fund - Growth Option

Fund Returns

NAV Rs. 21.55 -0.07 %
(as on Dec. 11, 2019)
1 yr Return 10.06 %
3 yr. Return 7.24 %
5 yr. Return 7.94 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 21.55 -0.07 %
(as on Dec. 11, 2019)
10.06 % 7.24 % 7.94 %

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 Nov. 29, 2019
Fund Size Rs. 3073.11 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 0.88 %
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 0.54 1.87 6.09 10.06 7.24 7.94
Rank Within Category 78 56 None 46 28 30

Fund Schemes Concentrations

# of Securities 20
Top 10 Securities 4.65 %
Top 5 Securities 3.62 %
Top 3 Securities 2.78 %
# of Sectors 12
Top 10 Sectors 98.62 %
Top 5 Sectors 85.03 %
Top 3 Sectors 67.66 %

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 Nov. 29, 2019 Fund Size Rs. 3073.11 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 0.88 % 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 0.54 1.87 6.09 10.06 7.24 7.94
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 10.06 7.24 7.94 3,073.11
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 13.68 10.02 9.89 126.44
DHFL Pramerica Ultra Short Term Fund - Growth 14.31 9.49 9.19 56.65
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 11.36 8.85 9.85 481.50
Franklin India Ultra Short Bond Fund - Super Institutional - Growth 9.62 8.8 9.16 19,949.81
Axis Banking & PSU Debt Fund - Growth option 11.25 8.41 8.46 9,832.39

Fund Schemes Concentrations

# of Securities 20
Top 10 Securities 4.65 %
Top 5 Securities 3.62 %
Top 3 Securities 2.78 %
# of Sectors 12
Top 10 Sectors 98.62 %
Top 5 Sectors 85.03 %
Top 3 Sectors 67.66 %

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/