Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
8 yrs 6 monthsStarted on:22 Jan 2010
₹ 5350.18 Cras on: 17 Jul 2018
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
Franklin India Short Term Income Plan - Retail Plan
Return (CAGR) 8.32%
Crisil Ranking 2
Value Research
Aditya Birla Sun Life Short Term Opportunities Fund
Return (CAGR) 7.28%
Crisil Ranking 5
Value Research
Baroda Pioneer Short Term Bond Fund - Plan A
Return (CAGR) 8.13%
Crisil Ranking NA
Value Research
HDFC Short Term Opportunities Fund
Return (CAGR) 8.60%
Crisil Ranking 1
Value Research
ICICI Prudential Short Term
Return (CAGR) 8.04%
Crisil Ranking 4
Value Research
Return (CAGR) 7.93%
Crisil Ranking 3
Value Research
DSP BlackRock Short Term Fund
Return (CAGR) 7.11%
Crisil Ranking 3
Value Research
principal short term
Return (CAGR) 7.68%
Crisil Ranking NA
Value Research


TenureReturns (CAGR)
1 Month0.93
3 Month0.83
1 YR4.84
2 YR6.61
3 YR7.35

SIP Returns

TenureReturns (CAGR)
1 YR4.86
2 YR5.53
3 YR6.44
5 YR7.38


Company Name% Assets
GOI 19/12/2022 6.84%5.41
Indian Railway Finance Corpn. Ltd. 30/07/2019 7.65%1.86
Small Industries Devp. Bank of India Ltd. 16/07/2021 7.50%1.85
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%1.85
Power Finance Corpn. Ltd. 30/06/2020 7.30%1.82
Indiabulls Housing Finance Ltd. 265-D 13/03/20191.77
Power Finance Corpn. Ltd. 26/02/2020 8.36%1.7
Dewan Housing Finance Corpn. Ltd. 30/04/20191.68
Tata Sons Ltd. 06/03/2020 7.90%1.66
Rural Electrification Corpn. Ltd. 31/12/2020 6.99%1.53

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.55%
Sharpe Ratio0.42

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