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Axis Short Term Fund Bonus-0.03%

10.12%
1 Year Return
Debt
Short Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Short Term Fund Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.01%
NAV22.37 (04 May 2020)
Fund Started30 Jul 2014
Fund Size12,288 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.1%
8.6%
8.4%
8.3%
Category Average
8.8%
6.5%
7.1%
-
Rank Within Category
8
3
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    6. Risk-adjusted returns are higher compared to the category
    7. 1Y Returns are higher than the category average returns
    8. 3Y Returns are higher than the category average returns
    9. 5Y Returns are higher than the category average returns
    10. 10Y Returns are higher than the category average returns
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Food Corporation of IndiaFMCGBonds4.4%
    GOISovereignGOI Sec4.4%
    Maharashtra StateOthersSDL3.5%
    GOISovereignGOI Sec3.4%
    Power Finance Corpn. Ltd.FinancialNCD3.3%
    Reliance Industries Ltd.EnergyDebenture2.9%
    State Bank of IndiaFinancialNCD2.2%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.2%
    GOISovereignGOI Sec2.1%
    GOISovereignGOI Sec2.0%
    See All

    Fund Managers

    Devang Shah
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    Axis Short Term Fund Bonus Details

    Axis Short Term Fund Bonus is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 30 Jul 2014. Devang Shah is the Current Fund Manager of Axis Short Term Fund Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹12,288 Cr and the Latest NAV as of 04 May 2020 is ₹22.37.

    The Axis Short Term Fund Bonus is rated Moderately Low risk. Minimum SIP Investment is set to 1000.

    Investment 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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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,
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