| Category: Debt: Short Duration |
| Launch Date: 22-01-2010 |
| Asset Class: Fixed Interest |
| Benchmark: S&P BSE India Bond Index |
| Expense Ratio: 0.95% As on (29-02-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,398.22 Cr As on (29-02-2020) |
| Turn over: 0.0 |
22.0952
0.54 (2.4471%)
8.09%
S&P BSE India Bond Index 9.53%
PERFORMANCE of Axis Short Term Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 27-03-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Short Term Fund - Regular Plan - Growth Option | 9.51 | 7.58 | 7.96 | 8.17 | 8.09 |
| S&P BSE India Bond Index | 15.93 | 8.1 | 9.81 | 8.84 | 9.53 |
| Debt: Short Duration | 4.28 | 5.54 | 6.7 | 7.57 | 7.25 |
Yearly Performance (%)
Fund Managers
Devang Shah
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.
RETURNS CALCULATOR for Axis Short Term Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Short Term Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Short Term Fund - Regular Plan - Growth Option | 1.38 | 3.87 | -1.24 | 1.17 | 7.31 | 3.2 |
| Debt: Short Duration | - | - | - | - | - | - |
PEER COMPARISION of Axis Short Term Fund - Regular Plan - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Short Term Fund - Regular Plan - Growth Option | 22-01-2010 | 9.51 | 8.31 | 7.58 | 7.96 | 8.17 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.62 | 8.55 | 7.91 | 8.22 | 0.0 |
| Axis Short Term Fund - Retail Plan - Growth Option | 01-03-2010 | 9.51 | 8.31 | 7.58 | 7.96 | 8.07 |
| Baroda Short Term Bond Fund - Plan A - Growth Option | 30-06-2010 | 9.43 | 8.34 | 7.89 | 8.38 | 0.0 |
| ICICI Prudential Short Term Fund - Growth Option | 25-10-2001 | 9.24 | 7.87 | 7.29 | 8.06 | 8.25 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.19 | 7.91 | 7.29 | 7.82 | 8.11 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 10-07-2007 | 9.18 | 7.9 | 7.29 | 7.82 | 8.17 |
| L&T Short Term Bond Fund - Regular Plan - Growth | 27-12-2011 | 9.18 | 8.21 | 7.55 | 7.77 | 0.0 |
| IDFC Bond Fund - Short Term Plan - Regular Plan-Growth | 14-12-2000 | 9.15 | 8.32 | 7.57 | 7.82 | 8.01 |
| Kotak Bond Short Term Plan-(Growth) | 02-05-2002 | 9.12 | 8.19 | 7.3 | 7.8 | 7.9 |