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Axis Short Term Fund - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
17.745 0.01 (0.06%)

NAV as on 25 May, 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 Mar 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 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 25 May, 2017)

Period Returns (%) Rank #
1 mth 0.5 110
3 mth 1.6 115
6 mth 2.1 91
1 year 8.5 92
2 year 8.5 84
3 year 8.7 86
5 year 8.7 44

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.2 - - - -
2016 2.2 1.8 2.8 2.0 9.6
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 1.8 2.4 2.9 1.8 9.4

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 0.5 1.6 2.1 8.5 8.5 8.7 8.7
Category avg 0.6 1.8 2.5 8.6 8.3 8.3 7.1
Difference of Fund returns and Category returns -0.1 -0.2 -0.4 -0.1 0.2 0.4 1.6
Best of category 1.6 4.5 8.0 17.8 11.2 11.3 10.1
Worst of category 0.1 0.9 -3.1 6.4 -2.0 1.8 2.8
Axis Short Term Fund - Retail 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 Mar 02, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 10.55 (Mar-31-2017)
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 0.00%
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 Dynamic Bond -RP (G) Rank 3
9,796.61 2.6 -3.1 9.7 10.5 10.0
Birla SL Short Term Fund (G) Rank 3
3,678.83 1.9 2.2 9.1 9.4 9.5
Reliance Short Term - Direct (G) Rank 3
11,033.92 1.8 2.1 9.3 9.6 --
Birla SL Short Term Fund (DAP) Rank 3
0.00 1.9 2.3 9.3 9.5 9.6
Reliance Short Term Fund (G) Rank 3
3,734.07 1.7 1.8 8.6 9.0 9.1
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 83.45
Mutual Funds N.A
Money Market 12.68
Cash / Call 3.87

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Concentration

Holdings (%)
Top 5 14.75
Top 10 22.30
Sector (%)
Top 3 N.A.

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