Axis Short Term Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 4250.95
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 81622
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
20.7593
(0.03 %)
NAV as on 2019-01-15
Returns
Fund
Axis Short Term Fund Direct Plan
1 Year
7.37%
3 Year
8.1%
5 Year
8.8%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,130
Portfolio Value
130
Total Returns