Axis Short Term (Debt, Debt Short Duration)

Moderately Low
8 yrs 11 monthsStarted on:22 Jan 2010
₹ 4078.89 Cras on: 18 Dec 2018
Mid Term & Long Horizon
0.91%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD5.92
1 Month0.95
3 Month2.31
1 YR5.85
2 YR5.99
3 YR7.24

SIP Returns

TenureReturns (CAGR)
1 YR7.01
2 YR6.04
3 YR6.48
5 YR7.23

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 170-D 31/01/20194.85
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%2.44
Reliance Industries Ltd. 171-D 11/02/20192.42
Reliance Industries Ltd. 08/11/2022 7.17%2.34
Export-Import Bank Of India 13/11/20192.04
GOI 16/04/2023 7.37%1.96
National Bank For Agriculture & Rural Development 08/06/2020 7.04%1.96
ICICI Bank Ltd. 25/11/20191.7
Dewan Housing Finance Corpn. Ltd. 30/04/20191.68
NRSS XXIX Transmission Ltd. 28/11/20281.59

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.56%
Sharpe Ratio0.36

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

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  • Nav as on 18 Dec 18 15.67
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