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Axis Short Term Fund - Direct Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index B-II
TER: 0.34% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,797.42 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil
NAV as on 19-04-2024

30.2509

-0.02 (-0.0727%)

CAGR Since Inception

8.11%

Benchmark: 8.7%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.0
Sharpe Ratio 0.7
Alpha 3.96
Beta 1.7
Yield to Maturity 7.81
Average Maturity 3.75

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Short Term Fund - Direct Plan - Growth Option 01-01-2013 7.2 6.59 5.88 7.3 8.06
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.25 6.82 5.81 7.09 7.78
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.15 6.25 5.46 6.94 7.63
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 7.1 6.15 6.99 5.06 6.58
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.77 5.73 5.23 6.51 7.26
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.69 6.13 5.46 6.83 7.65
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.64 5.73 4.92 5.92 7.17
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.59 5.93 5.21 6.61 7.31
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 6.55 5.91 5.2 6.6 7.31
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 6.52 5.74 5.02 6.33 7.16

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

75.22%

Scheme Documents

February 2024

Monthly Portfolio Disclosure - February 2024

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