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
0.85%
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)
YTD2.82
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

Portfolio

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

Indicators

LabelValue
Standard Deviation1.55%
Beta1.09%
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

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