Axis Short Term Fund (Debt, Short Term)

Moderately Low
8 yrs 5 monthsStarted on:22 Jan 2010
₹ 5746.82 Cras on: 22 May 2018
Short Term Horizon
0.85%
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

Similar Funds
Franklin India Low Duration Fund
Return (CAGR) 9.31%
Crisil Ranking 1
Value Research
Birla Sun Life Short Term Fund
Return (CAGR) 9.32%
Crisil Ranking 2
Value Research
Baroda Pioneer Short Term Bond Fund - Plan A
Return (CAGR) 8.12%
Crisil Ranking NA
Value Research
ICICI Prudential Ultra Short Term
Return (CAGR) 8.38%
Crisil Ranking 2
Value Research
HDFC Floating Rate Income Fund - Long Term Plan
Return (CAGR) 7.55%
Crisil Ranking 3
Value Research
RELIANCE FLOATING RATE FUND-SHORT TERM PLAN
Return (CAGR) 7.56%
Crisil Ranking 3
Value Research
Principal Short Term Income Fund
Return (CAGR) 7.67%
Crisil Ranking NA
Value Research
DSP BlackRock BANKING & PSU DEBT FUND
Return (CAGR) 8.40%
Crisil Ranking 3
Value Research

Tenure

TenureReturns (CAGR)
YTD1.45
3 Month1.02
1 YR4.97
2 YR6.72
3 YR7.28

SIP Returns

TenureReturns (CAGR)
1 YR3.63
2 YR5.21
3 YR6.28
5 YR7.31

Portfolio

Company Name% Assets
ICICI Bank Ltd. 04/09/20183.39
GOI 19/12/2022 6.84%2.68
National Bank For Agriculture & Rural Development 158-D 31/07/20182.39
Power Finance Corpn. Ltd. 24/07/2020 8.53%1.96
Adani Ports and Special Economic Zone Ltd. 171-D 28/09/20181.86
National Bank For Agriculture & Rural Development 08/06/2020 7.04%1.82
National Bank For Agriculture & Rural Development 23/03/2020 7.18%1.74
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%1.73
Small Industries Devp. Bank of India Ltd. 16/07/2021 7.50%1.73
IDFC Bank Ltd. 11/07/20181.73

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.54%
Beta1.08%
Sharpe Ratio1.92

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.

Other Funds Managed by Devang Shah

© CRISIL Limited 2017. All Rights Reserved