Axis Short Term Fund Direct Plan
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• Regular income while maintaining liquidity over short to medium term
• Investment in debt and money market instruments
Fund Info
| Scheme Class | Debt |
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Expense Ratio | 0.28% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,052 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 5000 | 5000 | 9.44% | |
| 1000 | 1000 | 3.52% | |
| 1000 | 5000 | 8.91% | |
| 1000 | 5000 | 6.26% | |
| 1000 | 500 | 8.51% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| REC LIMITED | Bond - Corporate Bond | 4 |
| NRSS XXIX TRANSMISSION LIMITED | Bond - Corporate Bond | 4 |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Bond - Corporate Bond | 3 |
| Reliance Industries Limited | Bond - Corporate Bond | 2 |
| Dewan Housing Finance Corporation Limited | Bond - Corporate Bond | 2 |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | Cash - CD Time Deposit | 2 |
| Tata Sons Limited | Bond - Corporate Bond | 2 |
| Housing Development Finance Corporation Limited | Bond - Corporate Bond | 2 |
| Net Receivables / (Payables) | Cash | 2 |
| HDFC Bank Limited | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 75 |
| Bond - Gov't Treasury | 8 |
| Cash - CD Time Deposit | 6 |
| Bond - Asset Backed | 4 |
| Cash - Commercial Paper | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 75 |
| Bond - Gov't Treasury | 8 |
| Cash - CD Time Deposit | 6 |
| Bond - Asset Backed | 4 |
| Cash - Commercial Paper | 3 |
Axis Asset Mutual Fund
AUM
₹89,720 Cr
About
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
Email
Phone
1800 221 322
Address
Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025
Axis Asset Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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