Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
9 yrs 7 monthsStarted on:22 Jan 2010
₹ 2053.61 Cras on: 19 Aug 2019
Mid Term & Long Horizon
0.90%
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)
YTD6.52
1 Month0.71
3 Month3.27
1 YR9.51
2 YR7.05
3 YR7.41

SIP Returns

TenureReturns (CAGR)
1 YR10.71
2 YR8.68
3 YR7.82
5 YR7.84

Portfolio

Company Name% Assets
India Grid Trust 03/06/2022 9.10%4.88
GOI 28/01/2024 7.32%4.08
National Bank For Agriculture & Rural Development 8.50%3.92
REC Ltd. 20/12/2021 8.50%3.71
LIC Housing Finance Ltd. 12/10/2020 8.14%3.68
Small Industries Devp. Bank of India Ltd. 24/07/20203.42
LIC Housing Finance Ltd. 12/07/2029 7.99%3.18
Tata Sons Ltd. 30/06/2020 7.85%3.17
Reliance Industries Ltd. 08/11/2022 7.17%2.65
GOI 08/04/2026 7.27%2.53

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.65%
Beta1.15%
Sharpe Ratio0.73

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