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Axis Short Term Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
17.651 0 (0.02%)

NAV as on 20 Jan, 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 Sep 2016) down from Rank 1 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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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 20 Jan, 2017)

Period Returns (%) Rank #
1 mth 0.9 48
3 mth 2.3 33
6 mth 5.1 65
1 year 10.1 69
2 year 8.9 73
3 year 9.3 71
5 year 9.1 30

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.2 - - - -
2015 2.2 1.3 2.6 1.5 8.1
2014 2.3 2.4 1.9 2.9 10.0
2013 1.9 2.0 0.3 2.5 7.2
2012 1.9 2.5 3.0 2.0 10.0

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 0.9 2.3 5.1 10.1 8.9 9.3 9.1
Category avg 0.8 2.1 4.8 9.7 8.4 8.0 7.3
Difference of Fund returns and Category returns 0.1 0.2 0.3 0.4 0.5 1.3 1.8
Best of category 1.6 4.5 8.0 17.8 11.2 12.7 10.7
Worst of category 0.3 1.3 2.9 6.4 -1.5 2.2 2.8
Axis Short Term Fund - Regular Plan (G) 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 Growth
Launch date Jan 20, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,367.10 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
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 (%)
Birla SL Short Term - Direct (G) Not Ranked
11,840.17 2.3 5.3 10.7 10.1 --
Reliance Short Term - Direct (G) Not Ranked
10,616.82 2.2 5.3 10.9 10.3 --
Birla SL Dynamic Bond -RP (G) Rank 1
9,466.69 1.8 6.6 15.2 12.0 10.7
HDFC Medium Term Opport. - DP (G) Not Ranked
6,122.20 2.4 5.7 11.5 10.3 --
ICICI Pru Banking & PSU-Direct (G) Not Ranked
6,522.12 2.8 6.6 13.4 11.0 --
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 93.71
Mutual Funds N.A
Money Market 3.42
Cash / Call 2.87

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Concentration

Holdings (%)
Top 5 15.65
Top 10 25.31
Sector (%)
Top 3 N.A.

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