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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
20.908 0.00 ( 0.01 %)
NAV as on 21 Feb, 2019
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 Dec 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 Feb 21, 2019)
Period Returns(%) Rank#
1 Month 0.7 20
3 Months 2.5 18
6 Months 4.2 9
1 Year 7.7 10
2 Years 7.0 10
3 Years 8.2 11
5 Years 8.8 10

# Moneycontrol Rank within 64 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 2.6 7.0
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

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 0.7 2.5 4.2 7.7 7 8.2 8.8
Category average 0.6 2.4 3.6 6.9 6.5 7.6 8.1
Difference of Fund returns and Category returns 0.1 0.1 0.6 0.8 0.5 0.6 0.7
Best of Category 0.8 3.5 5.2 9.7 9.2 10.1 10.1
Worst of Category 0.2 1.7 -2.4 0.3 2.7 4.9 3.8
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 - Retail Plan (G) 9,326.76 3944.2 3.3 4.8 8.8 9.3 9.2
UTI Short Term Income Fund - Direct Plan (G) 5,817.72 22.9 1.9 3.3 6.7 7.9 8.7
UTI Short Term Income Fund - Institutional (G) 2,831.44 22.2 1.8 3.1 6.2 7.4 8.2
UTI Short Term Income Fund - Retail Plan (G) 65.39 32 1.7 2.9 5.7 7.0 7.9
Reliance Short Term Fund (G) 1,946.50 34.3 2.4 3.6 6.2 7.1 8.1
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
8.70% Housing Development Finance Corporation Limited (15/12/2020) CRISIL AAA 175.04 3.72
8.50% National Bank For Agriculture and Rural Development (31/01/2022) CRISIL AAA 165.64 3.52
7.17% Reliance Industries Limited (08/11/2022) CRISIL AAA 139.48 2.97
7.59% National Housing Bank (12/03/2021) CRISIL AAA 125.00 2.66
9.57% NRSS XXIX Transmission Limited (28/11/2028) CRISIL AAA 99.80 2.46
7.95% Housing Development Finance Corporation Limited (23/09/2019) CRISIL AAA 115.49 2.12
8.80% LIC Housing Finance Limited (24/12/2020) CARE AAA 95.14 2.02
9.56% State Bank of India (04/12/2023) CRISIL AA+ 75.12 1.60
6.98% National Bank For Agriculture and Rural Development (30/09/2020) CRISIL AAA 73.73 1.57
Dewan Housing Finance Corporation Limited (30/04/2019) (ZCB) CARE AAA 75.12 1.48
Asset Allocation (%) As on Jan 31, 2019
Equity 0.00
Others 0.00
Debt 85.25
Mutual Funds 0.00
Money Market 11.46
Cash / Call 3.29
Sector Allocation (%) As on Jan 31, 2019
Sector %
No Sector Allocation Data Available
Concentration As on Jan 31, 2019
Holdings %
Top 5 15.33
Top 10 85.25
Sectors %
Top 3
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