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.)	₹ 2,154
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	8.37%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	5.05%
Baroda S/T Bond - Direct Plan	0	0	8.53%
IDBI Short Term Bond - Direct Plan	1000	5000	4.87%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.13%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	7.82%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	7.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Ltd	Cash - Collateral	9
REC LIMITED	Bond - Corporate Bond	4
INDIA GRID TRUST	Bond - Corporate Bond	4
NABHA POWER LIMITED	Bond - Corporate Bond	3
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	Cash - CD Time Deposit	3
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	Bond - Corporate Bond	3
Tata Sons Limited	Bond - Corporate Bond	3
Housing Development Finance Corporation Limited	Bond - Corporate Bond	2
Reliance Jio Infocomm Limited	Bond - Corporate Bond	2
Housing Development Finance Corporation Limited	Bond - Corporate Bond	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	74
Cash - Collateral	9
Bond - Gov't Treasury	7
Bond - Asset Backed	5
Cash - CD Time Deposit	5

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	74
Cash - Collateral	9
Bond - Gov't Treasury	7
Bond - Asset Backed	5
Cash - CD Time Deposit	5

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.

Phone

1800 221 322

Address

Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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