Axis Short Term Fund Growth Direct Plan

30.27
NAV (Apr 18,2024)

Axis Short Term Fund - Growth - Direct Plan is a mutual fund scheme offered by Axis Mutual Fund. It was established on 1st January 2013. The scheme has an expense ratio of 0.34% and a minimum investment requirement of ₹5,000. The scheme has an AUM (Asset Under Management) of ₹7,589.29. It does not have any lock-in period, allowing investors the flexibility to withdraw their investment anytime.

Axis Short Term Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Short Term Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.29
  • Sortino
    UM_URBAN_MONEY

    0.60

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

7589.29 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Apr 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,187.36 (1.87%)10,409.74 (4.10%)10,736.75 (7.37%)11,882.37 (18.82%)14,231.27 (42.31%)
30,562.08 (1.87%)31,229.22 (4.10%)32,210.25 (7.37%)35,647.11 (18.82%)42,693.81 (42.31%)
50,936.8 (1.87%)52,048.7 (4.10%)53,683.75 (7.37%)59,411.85 (18.82%)71,156.35 (42.31%)
81,498.88 (1.87%)83,277.92 (4.10%)85,894 (7.37%)95,058.96 (18.82%)1,13,850.16 (42.31%)
1,01,873.6 (1.87%)1,04,097.4 (4.10%)1,07,367.5 (7.37%)1,18,823.7 (18.82%)1,42,312.7 (42.31%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India26.62%
  • Small Industries Dev Bank of India8.74%
  • Clearing Corporation of India Ltd6.90%
  • National Bank For Agriculture and Rural Development4.46%
  • Bharti Telecom Limited4.30%
  • HDFC Bank Limited4.24%
  • Power Finance Corporation Limited4.24%
  • REC Limited3.73%
  • Punjab National Bank3.25%
  • State Bank of India2.37%
  • Godrej Properties Limited2.15%
  • Summit Digitel Infrastructure Limited2.08%
  • Bajaj Housing Finance Limited2.04%
  • Shriram Finance Limited1.98%
  • Hero Fincorp Limited FRN1.97%
  • Muthoot Finance Limited1.95%
  • First Business Receivables Trust1.33%
  • Mahindra Rural Housing Finance Limited1.31%
  • Mahindra & Mahindra Financial Services Limited1.30%
  • Nexus Select Trust REIT1.25%
  • Tata Capital Housing Finance Limited1.16%
  • Embassy Office Parks REIT1.11%
  • Sundaram Finance Limited1.06%
  • Net Receivables Payables1.03%
  • TMF Holdings Limited0.85%
  • Mindspace Business Parks REIT0.72%
  • Export Import Bank of India0.67%
  • TATA Realty & Infrastructure Limited0.66%
  • Tata Capital Financial Services Limited0.66%
  • Sundew Properties Limited0.65%
  • Samvardhana Motherson International Limited0.59%
  • Sansar Trust0.58%
  • Mahanagar Telephone Nigam Limited0.46%
  • Yarrow Infrastructure Private Limited0.38%
  • Bajaj Finance Limited ZCB0.36%
  • Maharastra State Development Loans0.34%
  • Smfg India Credit Company Limited0.33%
  • ICICI Bank Limited0.33%
  • India Grid Trust InvIT Fund0.26%
  • SBI Corporate Debt Market Development Fund CDMDF Class A0.23%
  • LIC Housing Finance Limited0.14%
  • Larsen & Toubro Limited0.13%
  • GUJARAT State Development Loans0.13%
  • Indian Oil Corporation Limited0.13%
  • Vector Green Prayagraj Solar Private Limited0.11%
  • Maharashtra State Development Loans0.11%
  • Tamilnadu State Development Loans0.10%
  • Rajasthan State Development Loans0.07%
  • Madhya Pradesh State Development Loans0.07%
  • Karnataka State Development Loans0.07%
  • Power Grid Corporation of India Limited0.07%
  • Indian Bank0.06%
  • NTPC Limited0.05%
  • Gujarat State Development Loans0.04%
  • West Bangal State Development Loans0.03%
  • Uttar Pradesh State Development Loans0.03%
  • Haryana State Development Loans0.03%
  • Food Corporation Of India0.01%
  • India Infradebt Limited0.01%
  • HDB Financial Services Limited0.01%
  • Interest Rate Swaps Pay Fix Receive Floating ICICI BANK FV Lacs0.00%
  • Interest Rate Swaps Pay Fix Receive Floating HSBC BANK FV Lacs0.00%
  • Interest Rate Swaps Pay Floating Receive Fix IDFC BANK FV Lacs0.00%
  • Interest Rate Swaps Pay Floating Receive Fix ICISECPD FV Lacs0.00%
  • Interest Rate Swaps Pay Fix Receive Floating AXIS BANK FV Lacs0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

7.96%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.99%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

6.94%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.89%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.87%

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

6.87%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.71%

Mahindra Manulife Short Duration Fund - Regular Plan - GrowthMahindra Manulife Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.71%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

6.69%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.39%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.61%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

7.40%

UTI Short Duration Fund - Regular Plan - GrowthUTI Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.28%

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

7.23%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

6.90%

TRUSTMF Short Duration Fund - Regular Plan - GrowthTRUSTMF Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.14%

JM Short Duration Fund - Regular Plan - GrowthJM Short Duration Fund - Regular Plan - Growth

DEBT

Low

5.78%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

5.77%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.23%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

2.46%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

7.22%

UTI Short Duration Fund - Regular Plan - GrowthUTI Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.76%

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

5.61%

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

5.44%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

5.23%

Bandhan Bond Fund - Short Term Plan - Regular Plan - GrowthBandhan Bond Fund - Short Term Plan - Regular Plan - Growth

DEBT

Moderate

4.84%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

4.76%

PGIM India Short Duration Fund - GrowthPGIM India Short Duration Fund - Growth

DEBT

Low to Moderate

4.21%

LIC MF Short Duration Fund - Regular Plan - GrowthLIC MF Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

3.92%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.26%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

7.06%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.22%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.07%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

5.90%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.86%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.72%

Sundaram Short Duration Fund - GrowthSundaram Short Duration Fund - Growth

DEBT

Moderate

4.42%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.07%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

3.49%

Fund Managers

DS

Mr. Devang ShahFund Manager - Fixed Income

Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.

AP

Mr. Aditya PagariaDealer and Fund Manager

Mr. Aditya Pagaria is associated with ICICI Prudential AMC from May 2007 till date. Prior to working in Dealing function, he was handling NAV and fund accounting related functions.

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