HomeMutual FundsAxis Ultra Short Term Fund Direct Growth

INDProtect

Overview (as on 02 Mar 2021)

NAV

₹11.9185

1y returns

5.624%

Fund AUM

₹5,056 Cr

Expense Ratio

0.3%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Axis Ultra Short Term Fund Direct Growth
₹0
3.91% projected returns
ICICI Prudential Ultra Short Term Fund Direct Plan Growth
₹0
4.23% projected returns
SBI Magnum Ultra Short Duration Fund Direct Plan Growth
₹0
3.37% projected returns
Kotak Savings Fund Direct Growth
₹0
3.57% projected returns
Aditya Birla Sun Life Savings Fund Direct Plan Growth
₹0
3.34% projected returns
HDFC Ultra S/T Fund Direct Growth
₹0
3.44% projected returns

Asset Allocation

Debt & Cash (100.00%)
Sector Allocation
Corporate
52.83%
Cash Equivalent
42.33%
Government
4.10%
Securitized
0.74%
Debt Credit Ratings
AAA
82.98%
AA
17.02%

Key Metrics

Modified Duration 

0.4 yr

Average Maturity 

0.53 yr

Yield to Maturity 

4.49%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months."
Scheme Name
Axis Ultra Short Term Fund Direct Growth
Scheme Document
Click Here
Exit Load

After 0 Years : 0%

Plan Started
10 September, 2018
Fund Manager
Sachin Jain
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
NA
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Axis Ultra Short Term Fund Direct Dividend Re-investment
NR
Direct0.30%5.63%
Axis Ultra Short Term Fund Direct Daily Dividend Re-investment
NR
Direct0.30%5.46%
Axis Ultra Short Term Fund Direct Monthly Dividend Re-investment
NR
Direct0.30%0.89%
Axis Ultra Short Term Fund Direct Weekly Dividend Re-investment
NR
Direct0.30%0.90%
Axis Ultra Short Term Fund Direct Dividend Pay-out
NR
Direct0.30%5.63%
Axis Ultra Short Term Fund Direct Monthly Dividend Pay-out
NR
Direct0.30%0.89%
Axis Ultra Short Term Fund Direct Weekly Dividend Pay-out
NR
Direct0.30%0.90%
Axis Ultra Short Term Fund Regular Dividend Re-investment
NR
Regular1.19%4.68%
Axis Ultra Short Term Fund Regular Daily Dividend Re-investment
NR
Regular1.19%4.54%
Axis Ultra Short Term Fund Regular Monthly Dividend Re-investment
NR
Regular1.19%0.64%
Axis Ultra Short Term Fund Regular Weekly Dividend Re-investment
NR
Regular1.19%0.72%
Axis Ultra Short Term Fund Regular Dividend Pay-out
NR
Regular1.19%4.68%
Axis Ultra Short Term Fund Regular Monthly Dividend Pay-out
NR
Regular1.19%0.64%
Axis Ultra Short Term Fund Regular Weekly Dividend Pay-out
NR
Regular1.19%0.72%

Peer Funds

Aditya Birla Sun Life Savings Fund Direct Plan Growth  

DebtUltra Short DurationDirectModerately Low risk

1 yr returns

6.41%

AUM

₹16,118 Cr

Expense Ratio

0.34%

HDFC Ultra S/T Fund Direct Growth  

NR
DebtUltra Short DurationDirectModerately Low risk

1 yr returns

6.23%

AUM

₹18,196 Cr

Expense Ratio

0.34%

Kotak Savings Fund Direct Growth  

DebtUltra Short DurationDirectModerately Low risk

1 yr returns

5.68%

AUM

₹12,326 Cr

Expense Ratio

0.33%

SBI Magnum Ultra Short Duration Fund Direct Plan Growth  

DebtUltra Short DurationDirectLow Risk

1 yr returns

5.48%

AUM

₹11,019 Cr

Expense Ratio

0.31%

ICICI Prudential Ultra Short Term Fund Direct Plan Growth  

DebtUltra Short DurationDirectModerate Risk

1 yr returns

6.47%

AUM

₹8,495 Cr

Expense Ratio

0.39%

Axis Ultra Short Term Fund Direct Growth

NAV

₹11.9185

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Sachin Jain
Sachin Jain

manager

Work Experience
"null"
Aditya Pagaria
Aditya Pagaria

leader

Work Experience
"null"
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