Axis Short Term Fund - Retail Plan - Growth Option

Axis Short Term Fund - Retail Plan - Growth Option

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Category: Debt: Short Duration
Launch Date: 05-03-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index B-II
Expense Ratio: 0.89% As on (31-01-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,541.09 Cr As on (31-01-2024)
Turn over:
NAV as on 01-03-2024

27.3879

0.01 (0.0398%)

CAGR Since Inception

7.46%

NIFTY Short Duration Debt Index B-II 8.75%

PERFORMANCE of Axis Short Term Fund - Retail Plan - Growth Option

Scheme Performance (%) Data as on - 01-03-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Short Term Fund - Retail Plan - Growth Option 7.45 5.2 6.77 7.39 7.46
Benchmark - - - - -
Debt: Short Duration 7.25 5.45 6.02 6.97 6.74

Yearly Performance (%)

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Fund Managers

Devang Shah, Aditya Pagaria

Investment Objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

RETURNS CALCULATOR for Axis Short Term Fund - Retail Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Short Term Fund - Retail Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Short Term Fund - Retail Plan - Growth Option 1.04 -0.11 3.11 1.74 7.82 3.68
Debt: Short Duration - - - - - -

PEER COMPARISION of Axis Short Term Fund - Retail Plan - Growth Option

Period
Data as on - 01-03-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 7.45 5.63 5.2 6.77 7.39
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.84 5.83 5.52 7.05 7.71
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.79 6.54 5.81 7.24 7.87
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 7.75 5.91 7.03 5.16 6.66
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 7.68 5.35 5.06 6.03 7.27
Nippon India Short Term Fund-Growth Plan 10-12-2002 7.55 5.3 5.36 6.66 7.35
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 7.53 5.22 4.96 6.42 7.17
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 7.52 5.95 5.59 6.98 7.74
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 7.49 5.64 5.21 6.77 7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 7.43 5.53 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Short Term Fund - Retail Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300