Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
9 yrs 9 monthsStarted on:22 Jan 2010
₹ 2346.52 Cras on: 18 Oct 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)
YTD8.06
1 Month0.65
3 Month2.21
1 YR10.31
2 YR7.38
3 YR7.31

SIP Returns

TenureReturns (CAGR)
1 YR10.44
2 YR9.02
3 YR8.01
5 YR7.89

Portfolio

Company Name% Assets
Nabha Power Ltd. 15/04/2021 8.06%4.89
India Grid Trust 03/06/2022 9.10%3.21
Small Industries Devp. Bank of India Ltd. 24/07/20203.04
Tata Sons Ltd. 30/06/2020 7.85%2.78
Housing Development Finance Corpn. Ltd. 20/06/2022 8.05%2.38
REC Ltd. 22/09/2020 8.36%2.16
Reliance Jio Infocomm Ltd. 15/06/2021 8.70%2.16
Power Finance Corpn. Ltd. 15/04/2020 6.83%2.13
Larsen & Toubro Ltd. 20/08/2020 6.77%2.13
National Bank For Agriculture & Rural Development 30/09/2020 6.98%2.13

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.66%
Beta1.14%
Sharpe Ratio0.73

Devang Shah

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

Other Funds Managed by Devang Shah