Axis Ultra Short Term Fund Direct Growth

Scheme Type
Open-ended
Scheme Category
Ultra Short Duration
Benchmark Type
N.A.
Scheme AUM (in Crs.)
₹ 484.84
Expense Ratio
0%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 87631
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
10.234
(0.07 %)
NAV as on 2018-12-17
Returns
Fund
Axis Ultra Short Term Fund Direct Growth
1 Year
1.66%
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
The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.
Suitability
The product is suitable for investors
• who are seeking regular income over short term by investing in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months - 6 months
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,029
Portfolio Value
29
Total Returns