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Axis Ultra Short Term Fund Idcw Direct Plan
NAV (Apr 26,2024)
Introducing the Axis Ultra Short Term Fund - IDCW - Direct Plan, a reliable investment option with low expense ratio of 0.33. With an established date of 10th September 2018, this fund has already accumulated assets worth ₹4318.27 crore. The minimum investment required is just ₹5000, and there is no lock-in period. This fund is designed to provide short-term capital appreciation, making it a lucrative choice for investors.
Axis Ultra Short Term Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Axis Ultra Short Term Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.67
- Sortino1.46
Fund Overview
0.33%
0%
No Lock-in
₹ 4318.27 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderate
Investment Return Calculator
as on Apr 29, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,205.24 (2.05%) | ₹ 10,389.68 (3.90%) | ₹ 10,760.64 (7.61%) | ₹ 11,897.96 (18.98%) | ₹ 13,537.2 (35.37%) |
₹ 30,000 | ₹ 30,615.72 (2.05%) | ₹ 31,169.04 (3.90%) | ₹ 32,281.92 (7.61%) | ₹ 35,693.88 (18.98%) | ₹ 40,611.6 (35.37%) |
₹ 50,000 | ₹ 51,026.2 (2.05%) | ₹ 51,948.4 (3.90%) | ₹ 53,803.2 (7.61%) | ₹ 59,489.8 (18.98%) | ₹ 67,686 (35.37%) |
₹ 80,000 | ₹ 81,641.92 (2.05%) | ₹ 83,117.44 (3.90%) | ₹ 86,085.12 (7.61%) | ₹ 95,183.68 (18.98%) | ₹ 1,08,297.6 (35.37%) |
₹ 1,00,000 | ₹ 1,02,052.4 (2.05%) | ₹ 1,03,896.8 (3.90%) | ₹ 1,07,606.4 (7.61%) | ₹ 1,18,979.6 (18.98%) | ₹ 1,35,372 (35.37%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Limited8.94%
- National Bank For Agriculture and Rural Development8.60%
- Small Industries Dev Bank of India6.11%
- Godrej Industries Limited5.74%
- Canara Bank5.73%
- Bharti Telecom Limited4.06%
- Days Tbill MD3.49%
- Larsen & Toubro Limited3.45%
- Bank of Baroda3.38%
- Himachal Pradesh3.05%
- Punjab National Bank2.86%
- Poonawalla Housing Finance Limited2.42%
- One Prime Limited2.31%
- TATA Realty & Infrastructure Limited2.31%
- Tata Capital Housing Finance Limited2.29%
- Nuvama Wealth Finance Limited2.29%
- Clearing Corporation of India Ltd2.28%
- Piramal Capital & Housing Finance Limited2.28%
- Yarrow Infrastructure Private Limited2.20%
- Bajaj Housing Finance Limited1.78%
- Sikka Ports and Terminals Limited1.72%
- Bharti Enterprises Limited1.72%
- Mindspace Business Parks REIT1.68%
- Kotak Mahindra Bank Limited1.66%
- Grasim Industries Limited1.27%
- Smfg India Credit Company Limited1.16%
- Crompton Greaves Consumer Electricals Limited1.16%
- Reliance Retail Ventures Limited1.15%
- Motilal Oswal Finvest Limited1.15%
- Tata Teleservices Limited1.14%
- JM Financial Products Limited1.14%
- Muthoot Finance Limited1.11%
- Bahadur Chand Investments Pvt Limited1.04%
- Net Receivables Payables0.97%
- JM Financial Credit Solution Limited FRN0.93%
- Shriram Finance Limited0.58%
- Union Bank of India0.57%
- Mahindra & Mahindra Financial Services Limited0.57%
- JM Financial Services Limited0.57%
- ICICI Securities Limited0.57%
- ICICI Bank Limited0.56%
- Standard Chartered Capital Limited0.55%
- Sansar Trust0.53%
- G R Infraprojects Limited0.46%
- SBI Corporate Debt Market Development Fund CDMDF Class A0.25%
- Government of India0.12%
- JK Cement Limited0.09%
- Interest Rate Swaps Pay Fix Receive Floating ICISECPD FV Lacs0.00%
- Miscellaneous30.97%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential Ultra Short Term Fund - Growth | DEBT | Moderate | 7.44% |
HDFC Ultra Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 7.34% |
Kotak Savings Fund - Growth | DEBT | Low to Moderate | 7.09% |
UTI Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.07% |
Tata Ultra Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 6.85% |
IDBI Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 6.76% |
Bandhan Ultra Short Term Fund - Regular Plan - Growth | DEBT | Low to Moderate | 6.64% |
PGIM India Ultra Short Duration Fund - Growth | DEBT | Low to Moderate | 6.27% |
LIC MF Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 5.86% |
L&T Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 5.15% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 7.27% |
Aditya Birla Sun Life Savings Fund - Regular Plan - Growth | DEBT | Moderate | 7.26% |
HSBC Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 7.15% |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.14% |
Kotak Savings Fund - Growth | DEBT | Low to Moderate | 6.94% |
Nippon India Ultra Short Duration Fund - Growth | DEBT | Moderate | 6.90% |
DSP Ultra Short Fund - Regular Plan - Growth | DEBT | Low to Moderate | 6.82% |
PGIM India Ultra Short Duration Fund - Growth | DEBT | Low to Moderate | 6.61% |
IDBI Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 6.40% |
L&T Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 4.22% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Mirae Asset Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 5.57% |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.31% |
Invesco India Ultra Short Duration Fund - Growth | DEBT | Low to Moderate | 5.14% |
Tata Ultra Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 5.01% |
DSP Ultra Short Fund - Regular Plan - Growth | DEBT | Low to Moderate | 5.00% |
WhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.99% |
IDBI Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 4.79% |
Bank of India Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.72% |
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.45% |
Motilal Oswal Ultra Short Term Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.05% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
L&T Ultra Short Term Fund - Growth | DEBT | Low to Moderate | 5.61% |
Invesco India Ultra Short Duration Fund - Growth | DEBT | Low to Moderate | 5.30% |
Bank of India Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Low to Moderate | 5.23% |
UTI Ultra Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.12% |
Tata Ultra Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 5.11% |
DSP Ultra Short Fund - Regular Plan - Growth | DEBT | Low to Moderate | 5.10% |
Nippon India Ultra Short Duration Fund - Growth | DEBT | Moderate | 4.87% |
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.79% |
Sundaram Ultra Short Duration Fund - Growth | DEBT | Moderate | 4.56% |
Motilal Oswal Ultra Short Term Fund - Regular Plan - Growth | DEBT | Low to Moderate | 4.44% |
Fund Managers
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.
Mr. Sachin JainFund Manager
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Axis Ultra Short Term Fund - IDCW - Direct Plan
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