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SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Debt Short Term
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.2 | 60 |
| 3 mth | 2.7 | 53 |
| 6 mth | 4.8 | 54 |
| 1 year | 10.1 | 39 |
| 2 year | 9.4 | 63 |
| 3 year | 8.3 | 51 |
| 5 year | - | - |
# Moneycontrol Rank within 82 Debt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.6 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.2 | 2.7 | 4.8 | 10.1 | 9.4 | 8.3 | -- |
| Category avg | 0.3 | 2.7 | 4.8 | 9.5 | 9.0 | 7.1 | 3.7 |
| Difference of Fund returns and Category returns | -0.1 | 0.0 | 0.0 | 0.6 | 0.4 | 1.2 | -- |
| Best of category | 1.8 | 4.6 | 7.0 | 12.5 | 11.5 | 10.3 | 10.0 |
| Worst of category | -2.3 | -0.4 | -2.3 | -2.8 | -1.3 | -1.4 | -0.4 |
Investment Objective
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.However, there can be no assurance that the investment objective of the scheme will be achieved.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 01, 2013 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 246.27 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.01 (Jun-10-2013) |
| Bonus | N.A. |
| Fund Manager | Kedar Karnik ~ Devang Shah View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit load 0.50% if redeemed/switched out within 89 days from the date of allotment. |
| Regd. Office | Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025 |
|---|---|
| Tel. No. | 022 - 43255161 |
| Fax No. | 022 43255199 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| Debt Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL Dynamic Bond -RP (G) | Rank 3 |
14,567.05 | 4.0 | 6.5 | 12.0 | 9.5 | 9.7 |
| Templeton (I) ST Income (G) | Rank 5 |
5,197.92 | 3.4 | 5.8 | 11.2 | 9.0 | 9.6 |
| Templeton (I) STIF - Inst. (G) | Not Ranked |
490.67 | 3.5 | 6.0 | 11.5 | 9.2 | 9.8 |
| Birla SL Short Term Fund (DAP) | Not Ranked |
0.02 | 2.9 | 5.2 | 10.7 | 8.9 | -- |
| Birla SL Short Term Fund (G) | Rank 1 |
2,994.48 | 2.9 | 5.2 | 10.7 | 8.9 | 8.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| PFC | CRISIL AAA | - | 14.11 |
| LIC Housing Finance | CRISIL AAA | - | 12.42 |
| HDFC | CRISIL AAA | - | 12.14 |
| Tata Sons | CRISIL AAA | - | 8.53 |
| IDFC | ICRA AAA | - | 5.24 |
| NABARD | CRISIL AAA | - | 4.93 |
| REC | CRISIL AAA | - | 3.16 |
| Cholamandalam Invt And Finance | ICRA AA | - | 2.85 |
| Chennai Petroleum Corporation | CRISIL AAA | - | 2.38 |
| Mahindra & Mahindra Financial Services | CRISIL AA+ | - | 2.38 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 83.18 |
| Mutual Funds | N.A |
| Money Market | 13.77 |
| Cash / Call | 3.04 |
| Holdings | (%) |
|---|---|
| Top 5 | 52.44 |
| Top 10 | 68.14 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Axis Short Term Fund revises exit load
May 09, 2013 at 18:01 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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