Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
10 yrs 5 monthsStarted on:22 Jan 2010
₹ 5560.05 Cras on: 21 May 2020
Mid Term & Long Horizon
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
HDFC Short Term Debt Fund
Current NAV 23
Return (CAGR) 8.77%
Value Research
ICICI Pru Short Term Fund
Current NAV 42.95
Return (CAGR) 8.16%
Value Research
IDFC All Seasons Bond Fund
Current NAV 32.43
Return (CAGR) 7.78%
Value Research
Baroda Pioneer Short Term Bond Fund
Current NAV 21.57
Return (CAGR) 8.08%
Value Research
Kotak Bond Short Term Fund
Current NAV 38.67
Return (CAGR) 7.77%
Value Research
Aditya Birla SL Short Term Opportunities Fund
Current NAV 33.65
Return (CAGR) 7.38%
Value Research
Nippon India short term fund
Current NAV 38.36
Return (CAGR) 8.02%
Value Research
DSP Short Term Fund
Current NAV 34.98
Return (CAGR) 7.33%
Value Research
Tata Short Term Bond Fund
Current NAV 36
Return (CAGR) 7.46%
Value Research
Franklin India ST Income Ret Fund
Current NAV 3694.26
Return (CAGR) 7.42%
Value Research NA
Principal Short Term Fund
Current NAV 30.78
Return (CAGR) 6.82%
Value Research


TenureReturns (CAGR)
1 Month1.20
3 Month2.39
1 YR10.57
2 YR9.43
3 YR7.93

SIP Returns

TenureReturns (CAGR)
1 YR10.26
2 YR10.01
3 YR8.98
5 YR8.31
10 YR8.4


Company Name% Assets
India Grid Trust 03/06/2022 9.10%3.34
GOI 07/10/2029 6.45%3.34
National Highways Authority of India Ltd. 18/03/2022 7.60%2.77
State Bank of India 02/11/2028 8.90%2.77
Small Industries Devp. Bank of India Ltd. 15/11/2022 7.89%2.57
Indian Railway Finance Corpn. Ltd. 14/04/2023 6.59%2.56
National Bank For Agriculture & Rural Development 31/01/2022 8.60%2.52
State Bank of India 28/06/2029 7.99%2.32
Bajaj Finance Ltd. 10/02/2023 7.10%2.16
LIC Housing Finance Ltd. 14/01/2022 8.60%2.08

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.4%
Sharpe Ratio1.31

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