Axis Short Term Fund (Debt, Short Term)

Moderately Low
8 yrs 1 monthsStarted on:22 Jan 2010
₹ 6318.53 Cras on: 16 Feb 2018
Short Term Horizon
0.85%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.53
1 Month0.36
3 Month0.68
1 YR5.58
2 YR7.74
3 YR7.64

SIP Returns

TenureReturns (CAGR)
1 YR4.69
2 YR6.17
3 YR6.96
5 YR7.75

Portfolio

Company Name% Assets
GOI 19/12/2022 6.84%3.49
Power Finance Corpn. Ltd. 24/07/2020 8.53%3.41
Housing Development Finance Corpn. Ltd. 18/06/2020 1.50%3.3
HDFC Bank Ltd. 25/01/20192.21
Rural Electrification Corpn. Ltd. 24/09/2020 6.87%1.94
National Bank For Agriculture & Rural Development 08/06/2020 7.04%1.65
Housing Development Finance Corpn. Ltd. 23/09/2019 7.95%1.58
Shriram Transport Finance Co. Ltd. 29/03/2019 8.11%1.58
Power Finance Corpn. Ltd. 30/06/2020 7.30%1.57
Kerala State 22/02/2022 8.75%1.53

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.43%
Beta1.15%
Sharpe Ratio3.09

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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