Axis Short Term Fund Direct Plan Growth Option
Axis Short Term Fund Direct Plan Growth Option

Axis Short Term Fund Direct Plan Growth Option

Compare
Debt
Direct
Short Duration

NAV: ₹ 27.4 as on 02-12-2022

Fund Performance
zero opening, trading, fund transfer fee
480 people have invested ₹ 1.4Cr in mutual fund in the last three months

Fund Performance

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
0.8%
1.4%
3.2%
4.2%
6.4%
7.3%
Benchmark
0.8%
1.4%
3.1%
4%
5.6%
5.3%
About the Fund

Axis Short Term Fund Direct Plan Growth Option is a debt fund. This fund was started on  1 January, 2013. The fund is managed by Devang Shah. This fund is suitable to keep your money safe.

Key parameters

1) Axis Short Term Fund Direct Plan Growth Option has a NAV of 27.4305 as on 02-12-2022.

2) Axis Short Term Fund Direct Plan Growth Option has 7468 Cr worth of assets under management (AUM) as on 31-10-2022 and is more than category average.

3) The fund has an expense ratio 0.3 %.

Fund Overview

Expense ratio
Expense ratio
0.3%
Benchmark
Benchmark
CRISIL Short Term Bond Fund TR INR
AUM
AUM
₹7468 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
0%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
374.97%

Fund Distribution

  • Debt & Cash 100%
Credit rating breakup
AAA
88.2%
AA
11.8%

Sector Allocation

Oct'22

Sep'22

Aug'22

Corporate

50.6%

Government

42.1%

Cash Equivalent

5.5%

Securitize

1.9%

Top Holdings

  • All
  • Debt & Cash
Total Holdings172
Debt Holdings172
Holdings
Weight%
Holdings Trend
1M Change
icon
7.38% Govt Stock 2027
5.54%
100%
icon
Housing Development Finance Corporation Limited
4.73%
-6.6%
icon
5.63% Govt Stock 2026
4.23%
310%
icon
7.01% Govt Stock 2028
3.69%
-8.2%
icon
National Bank For Agriculture And Rural Development
3.45%
0%

What changed

in last one month
  • Scheme
  • Portfolio
AUM decreased by 25.9 Cr in last 1M
Oct'22 return outperformed benchmark

Change in AUM

Oct'22
₹ 7.5K Cr
Sep'22
₹ 7.6K Cr
Aug'22
₹ 7.5K Cr

Fund Returns vs Benchmark

Oct'22
0.74%
0.71%
Sep'22
0.11%
0.05%
Aug'22
0.70%
0.57%
Fund Return
Benchmark Return

Fund Manager

Devang Shah

Devang Shah

Managing this fund since 5 November 2012

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Axis Liquid Fund Direct Plan Growth Option
4.17%
0.61%
Axis Short Term Fund Direct Plan Growth Option
6.41%
5.63%
Axis Treasury Advantage Fund Direct Plan Growth Option
5.41%
5.03%

AMC details

Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Phone
+912243255161
Fund House
Axis Asset Management Company Limited

Fund Highlights

meter
pointer

Low to Moderate Risk

Investors understand that their principal will be at Low to Moderate Risk
About the fund

About the fund

This fund has delivered an average annual returns of 8.23% since inception which is more than its category average return of 5.56%
AUM size ₹7468 Cr

AUM size ₹7468 Cr

This fund has AUM of ₹7468 Cr which is more than its category average of ₹ 3429 Cr
Expense Ratio 0.3%

Expense Ratio 0.3%

This fund has an expense ratio of 0.3% which is less than its category average expense ratio of 0.68%

Frequently Asked Questions

The current NAV of Axis Short Term Fund Direct Plan Growth Option is 27.43.
Existing (Absolute + CAGR)
Axis Short Term Fund Direct Plan Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
0.84%
0.84%
6 Month Returns
3.22%
3.22%
1 Year Returns
4.22%
4.22%
3 Years Returns
20.49%
6.41%
5 Years Returns
42.18%
7.29%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.3 as on November 2022
7468 Cr as on November 2022
7.66
1.72
AAA
88.22
AA
11.78
Devang Shah is the fund manager of Axis Short Term Fund Direct Plan Growth Option
The Exit load of Axis Short Term Fund Direct Plan Growth Option is 0%

Mutual Fund execution provided by

Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.