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Axis Short Term Fund - Regular Plan (MD)

PLAN: Regular OPTIONS: Monthly Dividend
10.240 0 (0.03%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Short Term category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Axis Short Term Fund - Institutional Plan renamed as Axis Short Term Fund w.e.f. January 01, 2013. The Scheme is open for fresh subscriptions/switch-ins.
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.7 45
3 mth 2.7 72
6 mth 4.8 81
1 year 9.8 76
2 year 8.6 76
3 year 9.0 35
5 year - -

# Moneycontrol Rank within 125 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 - - -0.1 - -
2013 -0.1 -0.1 -0.1 -0.1 -0.2
2012 - -0.1 0.6 -0.2 0.5
2011 -998.3 0.1 -0.2 - 0.1
2010 0.3 -0.2 -0.2 -0.1 -

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 2.7 4.8 9.8 8.6 9.0 --
Category avg 0.7 2.7 4.8 8.9 7.3 4.5 3.0
Difference of Fund returns and Category returns 0.0 0.0 0.0 0.9 1.3 4.5 --
Best of category 2.4 6.0 8.2 14.8 10.7 10.5 9.5
Worst of category 0.4 1.7 3.7 7.7 7.4 7.6 4.5
Axis Short Term Fund - Regular Plan (MD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 20, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 422.20 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.03 (Nov-25-2014)
Bonus N.A.
Fund Manager Devang Shah
View performance of schemes managed by the Fund Manager
Notes Axis Short Term Fund - Institutional Plan renamed as Axis Short Term Fund w.e.f. January 01, 2013. The Scheme is open for fresh subscriptions/switch-ins.

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load 0.50% if redeemed/switched out within 3 months from the date of allotment.

Contact Details

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
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 6.0 8.2 14.8 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 5.9 8.0 14.4 10.5 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.3 5.9 11.8 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 2.9 5.2 10.8 9.8 8.6
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.0 5.2 10.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 73.00
Mutual Funds 8.88
Money Market 10.52
Cash / Call 7.60

View All

Concentration

Holdings (%)
Top 5 21.16
Top 10 34.31
Sector (%)
Top 3 N.A.

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