Axis Short Term Fund - Direct - Growth+0.0%

6.5%
1 Year Return
Debt
Short Duration
3.0 star
1Y
3Y
5Y

Fund Details

Axis Short Term Fund - Direct - Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.28%
NAV20.6 (14-Dec-2018)
Fund Started01-Jan-2013
Fund Size4,251 Cr

Returns

Fund
1Y
3Y
5Y
Axis Short Term Fund - Direct - Growth
6.5%
8.0% p.a
8.8% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. Lower expense ratio
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Net Receivables/(Payable)4.9%Current AssetsNet Receivables/(Payables)--198.2
    NABARD4.8%Financial ServicesCPA1+197.6
    7.95 Housing Development Finance Corporation Ltd. Sep 23 2019 2.4%Financial ServicesDebenturesAAA99.3
    Reliance Industries Ltd.2.4%EnergyCPA1+98.6
    7.17 Reliance Industries Ltd. Nov 8 2022 2.3%EnergyDebenturesAAA95.6
    Export-Import Bank of India Ltd.2.0%Financial ServicesCDA1+83.4
    7.04 NABARD Jun 8 2020 2.0%Financial ServicesBondAAA79.9
    7.37 GOI Apr 16 2023 2.0%SovereignGiltSovereign79.8
    ICICI Bank Ltd. 1.7%Financial ServicesCDA1+69.3
    Dewan Housing Finance Corporation Ltd.1.7%Financial ServicesZCBAAA68.6
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    About Axis Mutual Fund

    Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

    Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.

    Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.

    They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

    Launch Date3 Sep 2009
    AddressAxis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Assets69,145 Cr
    SponsorNA
    Phone022-43255161
    Emailcustomerservice@axismf.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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