Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
8 yrs 9 monthsStarted on:22 Jan 2010
₹ 4608.75 Cras on: 17 Oct 2018
Mid Term & Long Horizon
0.99%
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)
YTD4.19
1 Month0.65
3 Month1.33
1 YR4.55
2 YR5.87
3 YR6.92

SIP Returns

TenureReturns (CAGR)
1 YR5.28
2 YR5.31
3 YR6.14
5 YR7.09

Portfolio

Company Name% Assets
GOI 19/12/2022 6.84%5.89
National Bank For Agriculture & Rural Development 170-D 31/01/20194.23
Indiabulls Housing Finance Ltd. 265-D 13/03/20192.51
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%2.15
Reliance Industries Ltd. 171-D 11/02/20192.11
Tata Sons Ltd. 06/03/2020 7.90%1.91
National Bank For Agriculture & Rural Development 08/06/2020 7.04%1.73
Tata Capital Financial Services Ltd. 27/06/2019 7.90%1.61
Reliance Jio Infocomm Ltd. 133-D 04/01/20191.59
Power Finance Corpn. Ltd. 20/01/2020 7.53%1.49

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.55%
Sharpe Ratio0.2

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

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