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Axis Short Duration 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
Expense Ratio	0.36%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 9,640
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	47.14%
PGIM India Short Duration Fund - Direct Plan	1000	1000	2.57%
Baroda BNP Paribas Short Duration Fund - Direct Plan	0	0	8.27%
IDBI Short Term Bond - Direct Plan	1000	5000	2.18%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.8%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.21%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.72%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.1% Govt Stock 2034	Bond - Gov't Treasury	8
6.79% Govt Stock 2034	Bond - Gov't Treasury	7
7.18% Govt Stock 2033	Bond - Gov't Treasury	5
7.48% National Bank For Agriculture And Rural Development	Bond - Corporate Bond	4
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	3
India Grid Trust	Bond - Corporate Bond	2
Punjab National Bank	Cash - CD Time Deposit	2
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
Kotak Mahindra Bank Limited	Cash - CD Time Deposit	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	62
Bond - Gov't Treasury	24
Cash - CD Time Deposit	7
Bond - Asset Backed	4
Cash - Repurchase Agreement	3

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	62
Bond - Gov't Treasury	24
Cash - CD Time Deposit	7
Bond - Asset Backed	4
Cash - Repurchase Agreement	3

Fund Manager

Devang Shah

12+ years of experience

Aditya Pagaria

1+ years of experience

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.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m