Name: Axis Short Term Fund Retail IDCW Monthly
Brand: Axis Mutual Fund

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Axis Short Term Fund Retail IDCW Monthly
Debt
Short Duration
Low to Moderate Risk
5.29%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 17 Sep 2021₹10.06
Min. SIP amountNA
Rating4star
Fund size₹12,183.45 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%8.5%7.5%8.0%
Category average4.3%6.4%6.4%NA
Rank with in category854NA
Understand termsinfo
Holdings (139)NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialDebenture4.8%
Food Corporation of India
FMCGBonds3.9%
GOI
SovereignGOI FRB3.1%
GOI
SovereignGOI Sec2.7%
Maharashtra State
OthersSDL2.5%
GOI
SovereignCGL2.3%
Housing Development Finance Corpn. Ltd.
FinancialNCD2.3%
GOI
SovereignGOI Sec2.0%
Mahindra Rural Housing Finance Ltd.
FinancialDebenture2.0%
State Bank of India
FinancialAdditional Tier 2 Bo1.7%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.99%
31 Jul 2021 - 31 Aug 2021
0.99%
30 Jun 2021 - 31 Jul 2021
0.99%
31 May 2021 - 30 Jun 2021
0.99%
30 Apr 2021 - 31 May 2021
1.00%
31 Mar 2021 - 30 Apr 2021
0.53%
28 Feb 2021 - 31 Mar 2021
1.00%
31 Jan 2021 - 28 Feb 2021
1.01%
31 Dec 2020 - 31 Jan 2021
1.01%
30 Nov 2020 - 31 Dec 2020
1.01%
31 Oct 2020 - 30 Nov 2020
1.01%
30 Sep 2020 - 31 Oct 2020
0.56%
31 Aug 2020 - 30 Sep 2020
1.01%
31 Jul 2020 - 31 Aug 2020
0.99%
30 Jun 2020 - 31 Jul 2020
0.99%
31 May 2020 - 30 Jun 2020
0.95%
30 Apr 2020 - 31 May 2020
0.95%
31 Mar 2020 - 30 Apr 2020
0.53%
29 Feb 2020 - 31 Mar 2020
0.95%
31 Jan 2020 - 29 Feb 2020
0.95%
31 Dec 2019 - 31 Jan 2020
0.93%
30 Nov 2019 - 31 Dec 2019
0.93%
31 Oct 2019 - 30 Nov 2019
0.88%
30 Sep 2019 - 31 Oct 2019
0.88%
31 Aug 2019 - 30 Sep 2019
0.90%
31 Jul 2019 - 31 Aug 2019
0.90%
30 Jun 2019 - 31 Jul 2019
0.90%
31 May 2019 - 30 Jun 2019
0.90%
30 Apr 2019 - 31 May 2019
0.90%
31 Mar 2019 - 30 Apr 2019
0.88%
28 Feb 2019 - 31 Mar 2019
0.88%
31 Jan 2019 - 28 Feb 2019
0.88%
31 Dec 2018 - 31 Jan 2019
0.88%
30 Nov 2018 - 31 Dec 2018
0.91%
31 Oct 2018 - 30 Nov 2018
0.91%
30 Sep 2018 - 31 Oct 2018
0.99%
31 Aug 2018 - 30 Sep 2018
0.99%
31 Jul 2018 - 31 Aug 2018
0.99%
30 Jun 2018 - 31 Jul 2018
0.99%
31 May 2018 - 30 Jun 2018
0.85%
30 Apr 2018 - 31 May 2018
0.85%
31 Mar 2018 - 30 Apr 2018
0.85%
28 Feb 2018 - 31 Mar 2018
0.85%
31 Jan 2018 - 28 Feb 2018
0.85%
31 Dec 2017 - 31 Jan 2018
0.85%
30 Nov 2017 - 31 Dec 2017
0.83%
31 Oct 2017 - 30 Nov 2017
0.83%
Expense ratio, exit load and taxExpense ratio: 0.91%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementDevang Shah
Nov 2012 - Present
View details
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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.
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Axis Dynamic Bond Direct Fund IDCW Half Yearly
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Axis Gold Direct Plan IDCW
Axis Gold Direct Plan Growth
Axis Strategic Bond Fund Direct IDCW Half Yearly
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Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Short Term Direct Fund Growth
Axis Short Term Direct Fund IDCW Monthly
Axis Short Term Direct Fund IDCW Weekly
Axis Treasury Advantage Direct Fund Growth
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Axis Treasury Advantage Direct Fund IDCW Daily
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Axis Hybrid Fund Series 5 Regular Growth
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Axis Hybrid Fund Series 6 Regular Growth
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Axis Short Term Fund Bonus
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Axis Hybrid Fund Series 22 Regular Growth
Axis Hybrid Fund Series 23 Regular Growth
Axis Hybrid Fund Series 24 Regular Growth
Axis Hybrid Fund Series 25 Regular Growth
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Hybrid Fund Series 29 Regular Growth
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Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Corporate Debt Fund Direct IDCW Daily
Axis Corporate Debt Fund Direct IDCW Weekly
Axis Corporate Debt Fund Direct Growth
Axis Corporate Debt Fund Regular IDCW Daily
Axis Corporate Debt Fund Direct IDCW Monthly
Axis Corporate Debt Fund Direct IDCW
Axis Corporate Debt Fund Regular IDCW Weekly
Axis Corporate Debt Fund Regular Growth
Axis Corporate Debt Fund Regular IDCW Monthly
Axis Corporate Debt Fund Regular IDCW
Axis Fixed Term Plan Series 92 (154 Days) Direct Growth
Axis Fixed Term Plan Series 94 (117 Days) Regular Growth
Axis Fixed Term Plan Series 96 (1124 Days) Regular Growth
Axis Fixed Term Plan Series 97 (1116 Days) Direct Growth
Axis Fixed Term Plan Series 97 (1116 Days) Regular Growth
Axis Money Market Fund Direct Growth
Axis Money Market Fund Regular Growth
Axis Money Market Fund Direct IDCW Monthly
Axis Money Market Fund Regular IDCW Quarterly
Axis Money Market Fund Direct IDCW Yearly
Axis Money Market Fund Regular IDCW Monthly
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis Short Term Fund Retail IDCW Monthly is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 
Axis Short Term Fund Retail IDCW Monthly is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Short Term Fund Retail IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 17 Sep 2021 is ₹10.06.
The Axis Short Term Fund Retail IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to 1000. ...Read more
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
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.
...Read more
Fund benchmarkNIFTY Short Duration TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
NA
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
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	5.3%	8.5%	7.5%	8.0%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	8	5	4	NA

Name	Sector	Instrument	Assets
National Bank For Agriculture & Rural Development	Financial	Debenture	4.8%
Food Corporation of India	FMCG	Bonds	3.9%
GOI	Sovereign	GOI FRB	3.1%
GOI	Sovereign	GOI Sec	2.7%
Maharashtra State	Others	SDL	2.5%
GOI	Sovereign	CGL	2.3%
Housing Development Finance Corpn. Ltd.	Financial	NCD	2.3%
GOI	Sovereign	GOI Sec	2.0%
Mahindra Rural Housing Finance Ltd.	Financial	Debenture	2.0%
State Bank of India	Financial	Additional Tier 2 Bo	1.7%

Rating	4
Fund size	₹12,183.45 Cr