Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
10 yrs 2 monthsStarted on:22 Jan 2010
₹ 4938.48 Cras on: 27 Feb 2020
Mid Term & Long Horizon
0.95%
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)
YTD1.79
1 Month1.10
3 Month2.15
1 YR10.54
2 YR8.74
3 YR7.63

SIP Returns

TenureReturns (CAGR)
1 YR10.02
2 YR9.6
3 YR8.57
5 YR8.12
10 YR8.32

Portfolio

Company Name% Assets
GOI 28/01/2024 7.32%4.73
Housing Development Finance Corpn. Ltd. 30/12/2022 7.21%3.75
India Grid Trust 03/06/2022 9.10%3.68
Power Finance Corpn. Ltd. 24/07/2020 8.53%3.07
Indusind Bank Ltd. 20/05/20202.99
Indian Railway Finance Corpn. Ltd. 14/04/2023 6.59%2.95
LIC Housing Finance Ltd. 14/01/2022 8.60%2.89
Reserve Bank of India 76-D 17/03/20202.41
National Housing Bank 22/02/20222.24
HDFC Bank Ltd. 06/03/20202.12

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.42%
Beta1.04%
Sharpe Ratio0.95

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