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Axis Short Term Fund - Regular Plan - Growth Option

Category: Debt: Short Duration
Launch Date: 22-01-2010
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.01% As on (31-10-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,288.32 Cr As on (31-10-2020)
Turn over: 0.0
NAV as on Mon Nov 23 00:00:00 IST 2020

23.7352

0.01 (0.0345%)

CAGR Since Inception

8.29%

S&P BSE India Bond Index 9.64%

PERFORMANCE of Axis Short Term Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 23-11-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Short Term Fund - Regular Plan - Growth Option 10.16 8.58 8.34 8.69 8.29
S&P BSE India Bond Index 11.44 9.7 9.51 9.26 9.64
Debt: Short Duration 8.39 6.41 7.02 8.02 7.54

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

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 3.0
Debt: Short Duration - - - - - -

PEER COMPARISION of Axis Short Term Fund - Regular Plan - Growth Option

Period
Data as on - 23-11-2020
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 10.16 10.34 8.58 8.34 8.69
HDFC Short Term Debt Fund - Growth Option 15-06-2010 10.9 10.63 9.04 8.67 9.04
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 10.59 10.44 8.44 8.6 8.77
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 10.4 10.16 8.47 8.59 9.34
UTI - Short Term Income Fund - Regular Plan - Growth Option 28-08-2007 10.3 3.34 3.85 5.63 7.81
Principal Short Term Debt Fund- Growth Plan 13-05-2003 10.22 4.5 4.61 5.95 7.45
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 10.21 9.15 7.91 7.93 8.36
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 10.18 9.05 7.8 7.82 8.37
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 10.17 10.35 8.58 8.35 8.61
Kotak Bond Short Term Plan-(Growth) 02-05-2002 9.89 10.23 8.44 8.17 8.39

PORTFOLIO ANALYSIS of Axis Short Term Fund - Regular Plan - Growth Option

Asset Allocation (%)