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Axis Short Term Fund - Growth Option

Category: Short Term Debt Funds
Launch Date: 22-01-2010
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.85% As on (31-03-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,709.25 Cr As on (31-03-2018)
Turn over: -
NAV as on 21-05-2018

18.8159

0 (0.0197%)

CAGR Since Inception

7.88%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of Axis Short Term Fund - Growth Option

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. 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.

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.

RETURNS CALCULATOR for Axis Short Term Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Short Term Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Short Term Fund - Growth Option 1.38 3.87 -1.24 1.17 7.31 2.7
Short Term Debt Funds - - - - - -

PEER COMPARISION of Axis Short Term Fund - Growth Option

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Short Term Fund - Growth Option 22-01-2010 5.03 6.73 7.29 7.58 0.0
Invesco India Ultra Short Term Fund - Growth 30-12-2010 6.62 7.51 7.92 7.77 0.0
Escorts Short Term Debt Fund-Growth Option 28-12-2005 6.53 6.98 7.56 8.65 8.84
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 6.42 7.64 7.86 0.0 0.0
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.26 7.97 8.12 8.16 0.0
DHFL Pramerica Floating Rate Fund - Growth 09-10-2009 6.25 6.99 7.48 7.88 0.0
HDFC Floating Rate Income Fund-Long Term Plan-Growth 16-01-2003 5.91 7.1 7.72 8.03 8.43
Edelweiss Short Term Fund - Regular Plan - Growth Option 25-03-2010 5.73 0.0 0.0 0.0 0.0
UTI Banking & PSU Debt Fund- Growth Option 30-01-2014 5.61 7.81 8.3 0.0 0.0
Invesco India Banking & PSU Debt Fund - Growth Option 24-12-2012 5.57 6.29 6.35 6.43 0.0

PORTFOLIO ANALYSIS of Axis Short Term Fund - Growth Option

Asset Allocation (%)

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