Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Axis Short Term Fund - Direct Plan
|
Moderate
|
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0.35 |
|||
Moderate
|
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0.45 |
||||
Moderate
|
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0.37 |
||||
Moderate
|
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0.37 |
||||
Moderate
|
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0.38 |
₹7,799 Cr
--
5,000
1,000
1,000
6
6 min read•By Aarati Krishnan
2 min read
Axis Short Term Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Mutual funds can be bought directly from the website of the fund house. For instance, Axis Short Term Fund - Direct Plan fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Axis Short Term Fund - Direct Plan is ₹29.3247 as of 29-Nov-2023.
The AUM of Axis Short Term Fund - Direct Plan Fund is ₹7,799 Cr as of 31-Oct-2023
The riskometer level of Axis Short Term Fund - Direct Plan is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.37 23/10/2028 |
6.75
|
GOI GOI FRB 22/09/2033 |
6.65
|
GOI Sec 7.38 20/06/2027 |
4.18
|
GOI Sec 7.17 17/04/2030 |
3.97
|
Bajaj Housing Finance Ltd Bonds/NCD 7.85 01/09/2028 |
3.26
|
As of 31-Oct-2023, Axis Short Term Fund - Direct Plan had invested 98.93% in Debt and 0.84% in Cash & Cash Eq. See More
Axis Short Term Fund - Direct Plan is 10 years 11 months old. It has delivered 8.11% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
7.04%
|
5.17%
|
7.48%
|
7.11%
|
8.13%
|
8.11%
|
No, There is no lock in period in Axis Short Term Fund - Direct Plan.
The expense ratio of Axis Short Term Fund - Direct Plan is 0.35.
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