Axis Short Term Fund - Regular Plan - Growth Option

Debt: Short Duration Open Ended Scheme
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NAV
₹ 29.4531 ₹ 0 (0.01 %)
as on 20-12-2024
Asset Size (AUM)
9,327 Cr
Launch Date
Jan 22, 2010
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 22, 2010
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7.51

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
-0.17 %
Expense Ratio
0.89%
Volatility
1.02 %
Fund House
Axis Mutual Fund
Fund Manager
Devang Shah, Aditya Pagaria
Key Features
Scheme description
This fund has low risk compared to any hybrid or equity funds. It invests in debt and money market instrumnets such that the macauley duration of the portfolio is between i year - 3 years. It is suitable for investors with low risk profile having investment horizon of 12 to 36 months.
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
NIL w.e.f., 28/08/2015 0.25% if redeemed/switched out within one month from date of allotment w.e.f. 17/09/2014. 0.50% if units are redeemed/switched out within 3 Months from the date of allotment w.e.f 22/04/2013. 0.50% if units are redeemed/switched out within 89 days from the date of allotment w.e.f 10/05/2013.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Profile
Credit Quality Porfolio (%)
SOV 26.02
AAA 56.48
AA 13.84
A -
BBB -
Below BBB -
D -
Note: AAA includes A1, A includes A2, BBB includes A3.
Scheme Category % of Change
month-on-month
Duration 2.74 2.7 -0.04
Maturity 3.69 3.63 -0.01
YTM 7.73 7.61 0.01
Other Schemes of the Same Category
Axis Short Term Fund - Regular Plan - Growth Option
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth
HDFC Short Term Debt Fund - Growth Option
Nippon India Short Term Fund-Growth Plan
Axis Short Term Fund - Retail Plan - Growth Option
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Invesco India Short Duration Fund - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 7.99 7.34 6.09 6.38 7.17
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.04 7.43 13.57 8.38 5.75
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.27 7.67 6.22 6.72 7.48
Nippon India Short Term Fund-Growth Plan 10-12-2002 7.97 7.34 5.91 6.33 7.03
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 7.96 7.31 6.08 6.37 7.17
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 7.89 7.34 6.24 6.73 7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 7.89 7.32 0.0 0.0 0.0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 7.89 7.32 6.01 7.58 6.26
Invesco India Short Duration Fund - Growth 24-03-2007 7.87 7.0 5.46 5.7 6.48
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 7.84 7.35 6.12 7.44 6.33
Portfolio Analysis
Portfolio as on
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