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Axis Short Term Fund - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
15.407 0.01 (0.04%)

NAV as on 31 Aug, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Close As per Sebi circular dated September 13, 2012, pertaining to single plan structure for Mutual Fund schemes, the AMC has stopped accepting fresh/additional purchases/switch-ins in this scheme w.e.f. October 1, 2012.
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Returns (NAV as on 31 Aug, 2015)

Period Returns (%) Rank #
1 mth 0.6 86
3 mth 1.9 71
6 mth 3.9 70
1 year 9.4 85
2 year 10.0 64
3 year 8.7 40
5 year 8.6 39

# Moneycontrol Rank within 145 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.2 1.3 - - -
2014 2.3 2.4 1.9 2.9 -
2013 1.9 2.0 0.3 2.5 7.2
2012 1.8 2.4 2.9 1.8 9.4
2011 2.1 2.2 2.1 2.0 8.8
2010 0.6 1.2 0.3 1.3 3.6

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.6 1.9 3.9 9.4 10.0 8.7 8.6
Category avg 0.6 1.8 3.7 9.0 8.7 7.3 6.3
Difference of Fund returns and Category returns 0.0 0.1 0.2 0.4 1.3 1.4 2.3
Best of category 1.2 3.0 5.5 14.3 12.6 10.5 10.1
Worst of category -2.9 -1.6 0.5 5.9 7.6 7.3 2.8

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 Mar 02, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 21.77 (Jun-30-2015)
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 As per Sebi circular dated September 13, 2012, pertaining to single plan structure for Mutual Fund schemes, the AMC has stopped accepting fresh/additional purchases/switch-ins in this scheme w.e.f. October 1, 2012.

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load 0.50% if redeemed/switched out within 3 months from the date of allotment.

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 Dynamic Bond -Direct (G) Not Ranked
4,565.06 1.9 3.7 14.3 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,513.91 1.7 3.3 13.5 10.1 9.7
Franklin (I) STIF - Inst. (G) Not Ranked
131.90 2.4 4.5 11.5 10.5 9.8
Reliance Short Term - Direct (G) Not Ranked
3,691.86 2.0 4.0 10.6 -- --
Reliance Short Term Fund (G) Rank 3
2,305.65 1.8 3.7 9.9 9.2 8.7
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 15)

Equity 0.00
Others 0.00
Debt 75.73
Mutual Funds N.A
Money Market 18.01
Cash / Call 6.26

View All

Concentration

Holdings (%)
Top 5 21.35
Top 10 32.92
Sector (%)
Top 3 N.A.

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