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Axis Short Term Fund Dividend Weekly+0.01%

9.26%
1 Year Return
Debt
Short Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Short Term Fund Dividend Weekly

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.01%
NAV₹10.37 (25 Jan 2021)
Fund Started22 Jan 2010
Fund Size14,992 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.3%
8.6%
8.2%
8.2%
Category Average
8.0%
6.5%
6.9%
-
Rank Within Category
6
4
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 9.3% returns per annum

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
GOISovereignGOI Sec6.6%
Bank Of BarodaFinancialCD3.6%
GOISovereignGOI Sec3.4%
State Bank of IndiaFinancialNCD3.3%
Food Corporation of IndiaFMCGBonds3.2%
Maharashtra StateOthersSDL2.8%
Power Finance Corpn. Ltd.FinancialNCD2.7%
Reliance Industries Ltd.EnergyDebenture2.4%
Housing Development Finance Corpn. Ltd.FinancialNCD1.9%
Housing Development Finance Corpn. Ltd.FinancialBonds/NCD1.6%
See All

Fund Managers

Devang Shah
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Axis Short Term Fund Dividend Weekly Details

Axis Short Term Fund Dividend Weekly is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 22 Jan 2010. Devang Shah is the Current Fund Manager of Axis Short Term Fund Dividend Weekly fund.The fund currently has an Asset Under Management(AUM) of ₹14,992 Cr and the Latest NAV as of 25 Jan 2021 is ₹10.37.

The Axis Short Term Fund Dividend Weekly is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.

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)

₹5000
Min for First Investment
₹1000
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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