1M
6M
1Y
3Y
5Y
All
| NAV: 19 Nov 2024 | ₹31.83 |
| Min. SIP amount | ₹1,000 |
| Rating | 4 |
| Fund size | ₹9,341.54Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.5% | 6.6% | 7.0% | 8.2% |
| Category average | 7.7% | 5.9% | 6.1% | NA |
| Rank with in category | 8 | 5 | 8 | NA |
Understand terms
Peer Comparison
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | 4 | 8.6% | 6.8% | 8,759.95 |
UTI Short Duration Direct Growth | 5 | 8.5% | 6.6% | 2,567.03 |
Sundaram Short Duration Fund Direct Growth | 5 | 8.6% | 6.5% | 193.82 |
HDFC Short Term Debt Fund Direct Plan Growth | 4 | 8.6% | 6.5% | 14,622.22 |
Baroda BNP Paribas Short Duration Direct Fund Growth | 4 | 8.4% | 6.4% | 202.60 |
Holdings (173)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 8.77% |
GOI | Sovereign | GOI Sec | 6.98% |
GOI | Sovereign | GOI Sec | 6.06% |
National Bank For Agriculture & Rural Development | Financial | FRB | 2.25% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 2.15% |
India Grid Trust | Capital Goods | Debenture | 2.05% |
Small Industries Devp. Bank of India Ltd. | Financial | NCD | 1.83% |
Power Finance Corporation Ltd. | Financial | Debenture | 1.62% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 1.57% |
India Universal Trust AL1 | Others | Securitised Debt | 1.37% |
India Grid Trust | Capital Goods | Debenture | 1.36% |
Bharti Telecom Ltd. | Communication | Debenture | 1.35% |
REC Ltd. | Financial | NCD | 1.35% |
GOI | Sovereign | GOI FRB | 1.35% |
Godrej Properties Ltd. | Construction | NCD | 1.34% |
HDFC Bank Ltd. | Financial | CD | 1.31% |
REC Ltd. | Financial | Debenture | 1.29% |
Mahanagar Telephone Nigam Ltd. | Communication | NCD | 1.20% |
Shriram Finance Ltd | Financial | Debenture | 1.13% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.08% |
Aditya Birla Finance Ltd. | Financial | Debenture | 1.08% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 1.08% |
Sansar Trust | Others | Securitised Debt | 1.08% |
TVS Holdings Ltd. | Automobile | Debenture | 1.08% |
Tata Capital Housing Finance Ltd. | Financial | Bonds/NCD | 1.08% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 1.08% |
Tata Capital Housing Finance Ltd. | Financial | Debenture | 1.07% |
Bank Of Baroda | Financial | CD | 1.04% |
Nexus Select Trust | Construction | Debenture | 1.02% |
Muthoot Finance Ltd. | Financial | Debenture | 0.97% |
Small Industries Devp. Bank of India Ltd. | Financial | NCD | 0.86% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | NCD | 0.81% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.81% |
Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.81% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.81% |
Godrej Properties Ltd. | Construction | Debenture | 0.81% |
REC Ltd. | Financial | Bonds | 0.81% |
Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.81% |
Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.81% |
Nexus Select Trust | Construction | Debenture | 0.81% |
Canara Bank | Financial | CD | 0.79% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.76% |
TMF Holdings Ltd. | Financial | Debenture | 0.70% |
DLF Cyber City Developers Ltd. | Construction | NCD | 0.69% |
Mindspace Business Parks REIT | Construction | Debenture | 0.59% |
Bajaj Finance Ltd. | Financial | Bonds | 0.54% |
Bajaj Finance Ltd. | Financial | Debenture | 0.54% |
Bajaj Housing Finance Ltd. | Financial | Debenture | 0.54% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.54% |
Godrej Finance Ltd. | Financial | Debenture | 0.54% |
Shriram Finance Ltd | Financial | Bonds | 0.54% |
Mankind Pharma Ltd. | Healthcare | Bonds/Deb | 0.54% |
REC Ltd. | Financial | Debenture | 0.54% |
National Housing Bank | Financial | Debenture | 0.54% |
Bharti Telecom Ltd. | Communication | Debenture | 0.54% |
Citifinancial Consumer Finance Ltd. | Financial | Debenture | 0.54% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.54% |
Shriram Finance Ltd | Financial | Debenture | 0.54% |
HDFC Securities Ltd. | Financial | CP | 0.54% |
Axis Finance Ltd. | Financial | Debenture | 0.54% |
National Bank For Agriculture & Rural Development | Financial | NCD | 0.54% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.53% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.53% |
LIC Housing Finance Ltd. | Financial | CP | 0.53% |
Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.47% |
Torrent Power Ltd. | Energy | Debenture | 0.43% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.43% |
Godrej Properties Ltd. | Construction | Debenture | 0.43% |
Samvardhana Motherson International Ltd. | Automobile | Debenture | 0.43% |
REC Ltd. | Financial | Bonds | 0.42% |
GOI | Sovereign | GOI Sec | 0.41% |
India Universal Trust AL1 | Others | Securitised Debt | 0.36% |
Shriram Finance Ltd | Financial | Securitised Debt | 0.34% |
Andhra Pradesh State | Financial | SDL | 0.33% |
Bharti Telecom Ltd. | Communication | Debenture | 0.32% |
Power Finance Corporation Ltd. | Financial | NCD | 0.29% |
Maharashtra State | Others | SDL | 0.27% |
Andhra Pradesh State | Financial | SDL | 0.27% |
Bajaj Housing Finance Ltd. | Financial | Debenture | 0.27% |
HDFC Bank Ltd. | Financial | Debenture | 0.27% |
REC Ltd. | Financial | NCD | 0.27% |
Bajaj Housing Finance Ltd. | Financial | Debenture | 0.27% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.27% |
SMFG India Credit Company Ltd. | Financial | Debenture | 0.27% |
Sikka Ports and Terminals Ltd. | Energy | CP | 0.27% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.27% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.27% |
First Business Receivable Trust | Financial | Securitised Debt | 0.27% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.26% |
Punjab National Bank | Financial | CD | 0.26% |
ICICI Securities Ltd. | Financial | CP | 0.26% |
Punjab National Bank | Financial | CD | 0.26% |
Aditya Birla Finance Ltd. | Financial | CP | 0.26% |
Union Bank of India | Financial | CD | 0.26% |
Muthoot Finance Ltd. | Financial | Debenture | 0.22% |
Bajaj Housing Finance Ltd. | Financial | Debenture | 0.22% |
Tata Realty and Infrastructure Ltd. | Construction | Debenture | 0.22% |
Sundaram Finance Ltd. | Financial | NCD | 0.22% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.22% |
Bajaj Finance Ltd. | Financial | NCD | 0.17% |
L&T Finance Ltd. | Financial | NCD | 0.16% |
Embassy Office Parks REIT | Construction | NCD | 0.16% |
Muthoot Finance Ltd. | Financial | Debenture | 0.16% |
GOI | Sovereign | GOI Sec | 0.15% |
GOI | Sovereign | GOI Sec | 0.13% |
REC Ltd. | Financial | NCD | 0.13% |
India Universal Trust AL1 | Others | Securitised Debt | 0.12% |
Andhra Pradesh State | Financial | SDL | 0.11% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.11% |
Bharti Telecom Ltd. | Communication | Debenture | 0.11% |
Muthoot Finance Ltd. | Financial | Debenture | 0.11% |
Power Finance Corporation Ltd. | Financial | NCD | 0.10% |
Gujarat State | Construction | SDL | 0.10% |
GOI | Sovereign | GOI Sec | 0.10% |
GOI | Sovereign | GOI Sec | 0.09% |
Muthoot Finance Ltd. | Financial | Bonds | 0.08% |
Export-Import Bank Of India | Financial | Bonds | 0.08% |
Indian Oil Corporation Ltd. | Energy | NCD | 0.07% |
GOI | Sovereign | CGL | 0.06% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.06% |
HDFC Bank Ltd. | Financial | Debenture | 0.06% |
LIC Housing Finance Ltd. | Financial | NCD | 0.05% |
Karnataka State | Others | SDL | 0.05% |
Maharashtra State | Others | SDL | 0.05% |
Power Grid Corporation Of India Ltd. | Energy | Debenture | 0.05% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.05% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.05% |
National Bank For Agriculture & Rural Development | Financial | NCD | 0.05% |
Tamilnadu State | Others | SDL | 0.05% |
Power Finance Corporation Ltd. | Financial | NCD | 0.05% |
GOI | Sovereign | GOI Sec | 0.05% |
Export-Import Bank Of India | Financial | Bonds | 0.05% |
GOI | Sovereign | GOI Sec | 0.05% |
GOI | Sovereign | GOI Sec | 0.05% |
GOI | Sovereign | GOI Sec | 0.04% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.04% |
NTPC Ltd. | Energy | Debenture | 0.04% |
GOI | Sovereign | GOI Sec | 0.04% |
GOI | Sovereign | GOI Sec | 0.04% |
GOI | Sovereign | GOI Sec | 0.03% |
Gujarat State | Construction | SDL | 0.03% |
GOI | Sovereign | GOI Sec | 0.03% |
Tamilnadu State | Others | SDL | 0.03% |
West Bengal State | Others | SDL | 0.03% |
GOI | Sovereign | CGL | 0.02% |
Uttar Pradesh State | Others | SDL | 0.02% |
Haryana State | Others | SDL | 0.02% |
GOI | Sovereign | GOI Sec | 0.02% |
GOI | Sovereign | GOI Sec | 0.02% |
Food Corporation of India | Consumer Staples | Debenture | 0.01% |
HDB Financial Services Ltd. | Financial | Debenture | 0.01% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.01% |
GOI | Sovereign | GOI Sec | 0.01% |
India Infradebt Ltd. | Construction | Debenture | 0.01% |
GOI | Sovereign | GOI Sec | 0.01% |
GOI | Sovereign | GOI Sec | 0.01% |
GOI | Sovereign | CGL | 0.01% |
GOI | Sovereign | GOI Sec | 0.01% |
Tamilnadu State | Others | SDL | 0.01% |
Bajaj Housing Finance Ltd. | Financial | Debenture | 0.01% |
HDB Financial Services Ltd. | Financial | Debenture | 0.01% |
GOI | Sovereign | CGL | 0.00% |
GOI | Sovereign | GOI Sec | 0.00% |
GOI | Sovereign | GOI Sec | 0.00% |
Maharashtra State | Others | SDL | 0.00% |
GOI | Sovereign | CGL | 0.00% |
GOI | Sovereign | GOI Sec | 0.00% |
GOI | Sovereign | GOI Sec | 0.00% |
IDFC First Bank Ltd. | Financial | IRS | -0.00% |
Axis Bank Ltd. | Financial | IRS | -0.00% |
ICICI Securities Primary Dealership Ltd. | Financial | IRS | -0.00% |
Nomura Fixed Income Securities Pvt. Ltd. | Financial | IRS | -0.00% |
Hongkong & Shanghai Banking Corpn. Ltd. | Financial | IRS | -0.01% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.36%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Devang ShahJan 2013 - PresentView details
Devang Shah
Jan 2013 - Present
View details
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes
Aditya PagariaJul 2023 - PresentView details
Aditya Pagaria
Jul 2023 - Present
View details
Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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