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Axis Short Term Fund - Regular Plan (MD)

PLAN: Regular OPTIONS: Monthly Dividend
10.234 0 (0.01%)

NAV as on 18 Oct, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Axis Short Term Fund - Institutional Plan renamed as Axis Short Term Fund w.e.f. January 01, 2013. The Scheme is open for fresh subscriptions/switch-ins.
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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.4 77
3 mth 1.6 74
6 mth 3.7 91
1 year 7.2 79
2 year 8.1 91
3 year 8.6 85
5 year 8.4 43

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -0.5 - -0.1 - -
2016 0.5 -0.5 0.6 -0.5 0.7
2015 -0.1 -0.6 0.5 -0.5 -0.5
2014 - - -0.1 0.9 1.1
2013 -0.1 -0.1 -0.1 -0.1 -0.2
2012 - -0.1 0.6 -0.2 0.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.4 1.6 3.7 7.2 8.1 8.6 8.4
Category avg 0.4 1.5 3.8 7.3 8.1 8.3 6.9
Difference of Fund returns and Category returns 0.0 0.1 -0.1 -0.1 0.0 0.3 1.5
Best of category 1.6 4.5 8.0 17.8 11.2 11.0 10.0
Worst of category -0.4 0.2 2.7 4.7 6.2 1.6 2.8
Axis Short Term Fund - Regular Plan (MD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 20, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,224.48 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.06 (Dec-26-2016)
Bonus N.A.
Fund Manager Devang Shah
View performance of schemes managed by the Fund Manager
Notes Axis Short Term Fund - Institutional Plan renamed as Axis Short Term Fund w.e.f. January 01, 2013. The Scheme is open for fresh subscriptions/switch-ins.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Short Term Plan (G) Rank 3
6,262.35 1.4 4.0 7.6 9.2 9.0
ICICI Pru Short Term Plan-IP (G) Not Ranked
75.14 1.4 4.0 7.6 9.3 9.2
ICICI Pru STP - Direct (G) Rank 2
5,445.72 1.6 4.4 8.4 10.0 --
ABSL Short Term - Direct (G) Rank 3
15,550.77 1.7 4.1 7.7 9.3 --
Reliance Short Term - Direct (G) Rank 4
10,553.39 1.7 4.2 7.6 9.4 --
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Aug 31, 17)

Equity 0.00
Others 0.00
Debt 85.49
Mutual Funds N.A
Money Market 9.45
Cash / Call 5.06

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Concentration

Holdings (%)
Top 5 13.17
Top 10 21.75
Sector (%)
Top 3 N.A.

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