Axis Short Term (Debt, Debt Short Duration)

Moderately Low
9 yrs 1 monthsStarted on:22 Jan 2010
₹ 4699.96 Cras on: 15 Feb 2019
Mid Term & Long Horizon
0.88%
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)
YTD1.06
1 Month0.62
3 Month2.44
1 YR6.92
2 YR6.25
3 YR7.44

SIP Returns

TenureReturns (CAGR)
1 YR7.95
2 YR6.59
3 YR6.69
5 YR7.3

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd. 15/12/2020 8.70%3.72
National Bank For Agriculture & Rural Development 31/01/2022 8.50%3.52
Reliance Industries Ltd. 08/11/2022 7.17%2.97
National Housing Bank 12/03/2021 7.59%2.66
NRSS XXIX Transmission Ltd. 28/11/20282.46
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%2.12
Indusind Bank Ltd. 26/03/20192.11
Indusind Bank Ltd. 10/06/20192.07
LIC Housing Finance Ltd. 24/12/2020 8.80%2.02
State Bank of India 01/09/20561.6

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.57%
Sharpe Ratio0.53

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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