Axis Short Term Fund (Debt, Debt Short Duration)

Moderately Low
9 yrs 11 monthsStarted on:22 Jan 2010
₹ 3073.11 Cras on: 09 Dec 2019
Mid Term & Long Horizon
0.88%
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)
YTD9.34
1 Month0.54
3 Month1.87
1 YR9.95
2 YR7.75
3 YR7.24

SIP Returns

TenureReturns (CAGR)
1 YR9.84
2 YR9.18
3 YR8.15
5 YR7.92

Portfolio

Company Name% Assets
Hindustan Petroleum Corpn. Ltd. 15/12/2022 6.80%4.1
India Grid Trust 03/06/2022 9.10%3.31
Nabha Power Ltd. 15/04/2021 8.06%2.96
Small Industries Devp. Bank of India Ltd. 10/08/2021 8.40%2.52
Housing Development Finance Corpn. Ltd. 18/07/2022 7.87%2.48
Housing Development Finance Corpn. Ltd. 26/09/2022 7.28%2.45
Small Industries Devp. Bank of India Ltd. 24/07/20202.34
LIC Housing Finance Ltd. 30/08/2022 7.39%2.29
National Bank For Agriculture & Rural Development 31/01/2022 8.60%2.2
Tata Sons Ltd. 30/06/2020 7.85%2.12

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.53%
Beta1.1%
Sharpe Ratio0.75

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