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Axis Short Term Fund - Retail Plan - Growth Option

Category: Debt: Short Duration Launch Date: 05-03-2010
AUM:

₹ 8,006.89 Cr

Expense Ratio

0.88%

Benchmark

NIFTY Short Duration Debt Index B-II

ISIN

INF846K01594

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Devang Shah, Aditya Pagaria

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Short Term Fund - Retail Plan - Growth Option 6.71 5.26 6.78
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
27.9509
Last change
0.01 (0.0258%)
Fund Size (AUM)
₹ 8,006.89 Cr
Performance
7.45% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Devang Shah, Aditya Pagaria
Riskometer
Moderate

Top 10 Holdings

Company Holdings (%)
7.18% GOI 14/08/2033 13.84
7.32% GOI 13/11/2030 6.39
7.04% GOI 03/06/2029 3.12
Others 3.04
Bank Of Baroda% 21/10/2024 2.12
7.37% GOI 23/10/2028 1.94
7.8% National Bank For Agriculture & Rural Development 15/03/2027 1.94
8.95% Bharti Telecom Ltd. 04/12/2026 1.88
9.25% Shriram Finance Ltd 19/12/2025 1.87
Hero FinCorp Ltd.% 19/07/2024 1.87

Sector Allocation

Sector Holdings (%)
Financial 31.77
Sovereign 30.11
N/A 25.56
Others 5.38
Communication 4.24
Construction 2.21
Automobile 0.54
Energy 0.19

Peer Comparison

Scheme Name 5Y (%)
Axis Short Term Ret Gr 6.78
ICICI Pru Short Term Gr 7.03
HDFC Short Term Debt Gr 6.91
UTI Short Duration Fund Reg Gr 7.67
ABSL Short Term Gr Reg 6.76
Nippon India Short Term Gr 6.47
Bandhan Bond Short Term Reg Gr 6.25
Axis Short Term Reg Gr 6.78
Invesco India Short Duration Gr 5.85
Invesco India Short Duration Plan B Gr 5.85