Axis Short Term Fund - Retail Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Debt: Short Duration
Launch Date: 05-03-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index B-II
TER: 0.9% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,944.42 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil

27.8374

7.46%

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

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
9 Years 0 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 0.99
Sharpe Ratio -0.21
Alpha 3.41
Beta 1.81
Yield to Maturity 7.73
Average Maturity 3.72

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 - Retail Plan - Growth Option 05-03-2010 6.5 6.59 5.26 6.67 7.28
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.2 7.39 5.84 7.14 7.71
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.11 6.96 5.5 7.0 7.59
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 6.88 6.71 7.01 5.19 6.5
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.69 6.74 5.53 6.88 7.6
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.65 6.54 5.2 6.57 7.2
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.57 6.64 4.99 5.97 7.15
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.54 6.61 5.27 6.67 7.28
Invesco India Short Duration Fund - Growth 24-03-2007 6.53 6.16 4.59 5.95 6.61
Invesco India Short Duration Fund - Plan B - Growth 24-03-2007 6.51 6.15 4.58 5.95 6.61

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

75.64%

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