Axis Short Term Fund (Debt, Short Term)

18.57
8.16%
4
Income Generation
Short Term Horizon
Moderately Low
0.83%
7 yrs 11 months22 Jan 2010
₹ 7620.95 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Scheme Documents

TenureReturns (CAGR)
YTD
6.04
1 Month
0.17
3 Month
0.86
1 YR
6.13
2 YR
8.03
3 YR
8.02
TenureReturns (CAGR)
1 YR
5.81
2 YR
7.15
3 YR
7.62
5 YR
8.16

Portfolio

Company Name% Assets
Power Finance Corpn. Ltd. 24/07/2020 8.53%3.44
Rajasthan State 23/06/2021 8.15%2.63
Housing Development Finance Corpn. Ltd. 18/06/2020 1.50%2.62
Kerala State 22/02/2022 8.75%2.23
National Highways Authority of India Ltd. 23/12/2021 7.17%1.63
Tata Industries Ltd. 03/06/2018 7.45%1.57
Rural Electrification Corpn. Ltd. 24/09/2020 6.87%1.56
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%1.51
GOI 19/12/2022 6.84%1.44
Export-Import Bank Of India 05/11/2018 7.81%1.27

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.38%
Beta1.2%
Sharpe Ratio2.52

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Other Funds Managed by Devang Shah

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