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you are here: Moneycontrol Mutual Funds Short Duration Fund Axis Mutual Fund Axis Short Term Fund - Direct Plan (G)

Axis Short Term Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120510
20.361 0.01 ( 0.07 %)
NAV as on 14 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY LOW
FUND Family
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Short Duration Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Nov 14, 2018)
Period Returns(%) Rank#
1 Month 0.9 8
3 Months 1.6 4
6 Months 3.6 6
1 Year 5.7 12
2 Years 6.7 12
3 Years 7.7 11
5 Years 8.8 10

# Moneycontrol Rank within 67 Short Duration Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.7 0.6 1.5 - -
2017 1.4 1.9 1.9 0.7 6.3
2016 2.4 1.9 3.0 2.2 10.4
2015 2.4 1.5 2.8 1.7 9.0
2014 2.5 2.6 2.1 3.1 11.0
2013 2.1 2.2 0.5 2.7 8.0

View where it stands within its peers

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Performance

Fund returns v/s Category average (Short Duration Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.9 1.6 3.6 5.7 6.7 7.7 8.8
Category average 0.6 1.1 2.8 4.4 5.6 6.6 7.6
Difference of Fund returns and Category returns 0.3 0.5 0.8 1.3 1.1 1.1 1.2
Best of Category 1.1 2 4.1 7.1 8.7 8.7 9.9
Worst of Category -2.4 -4.6 -3 -1.5 2.4 4.5 3.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

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

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Franklin India Short Term Income Plan - Direct Plan (G) 1,984.43 3988.8 1.6 4.1 7.1 8.7 9.9
Franklin (I) Short Term Income - Inst. Plan (G) 10.87 3142.2 1.5 3.9 6.8 8.3 9.5
Franklin India Short Term Income Plan - Retail Plan (G) 7,530.54 3811.2 1.4 3.7 6.3 7.9 9.0
HDFC Short Term Debt Fund - Direct Plan (G) 6,290.24 20.1 1.6 3.6 5.9 7.5 8.6
HDFC Short Term Debt Fund (G) 3,365.14 19.9 1.5 3.5 5.8 7.4 8.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
6.84% Government of India (19/12/2022) Sovereign 64.82 5.89
7.95% Housing Development Finance Corporation Limited (23/09/2019) CRISIL AAA 237.13 2.15
7.90% Tata Sons Ltd (06/03/2020) CRISIL AAA 76.90 1.91
7.04% National Bank For Agriculture and Rural Development (08/06/2020) IND AAA 69.65 1.73
7.90% Tata Capital Financial Services Limited (27/06/2019) CRISIL AAA 59.99 1.61
7.53% Power Finance Corporation Limited (20/01/2020) CRISIL AAA 59.99 1.49
Dewan Housing Finance Corporation Limited (30/04/2019) (ZCB) CARE AAA 86.56 1.47
8.52% Power Finance Corporation Limited (09/12/2019) CRISIL AAA 59.18 1.40
9.04% Rural Electrification Corporation Limited (12/10/2019) CRISIL AAA 56.36 1.19
1.5% Housing Development Finance Corporation Limited (30/03/2020) CRISIL AAA 47.91 1.12
Asset Allocation (%) As on Sep 29, 2018
Equity 0.00
Others 0.00
Debt 78.00
Mutual Funds 0.00
Money Market 18.53
Cash / Call 3.47
Sector Allocation (%) As on Sep 29, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Sep 29, 2018
Holdings %
Top 5 13.29
Top 10 78
Sectors %
Top 3
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