Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Debt Short Term
Good performance in the category
The scheme is ranked 2 in Debt Short Term category by Crisil. 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
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 1.3 | 45 |
| 3 mth | 3.3 | 38 |
| 6 mth | 5.3 | 48 |
| 1 year | 11.0 | 33 |
| 2 year | 10.1 | 37 |
| 3 year | 8.6 | 38 |
| 5 year | - | - |
# Moneycontrol Rank within 82 Debt Short Term Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.1 | - | - | - | - |
| 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 | - |
* 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 | 1.3 | 3.3 | 5.3 | 11.0 | 10.1 | 8.6 | -- |
| Category avg | 1.3 | 3.1 | 5.2 | 10.0 | 9.2 | 7.0 | 3.8 |
| Difference of Fund returns and Category returns | 0.0 | 0.2 | 0.1 | 1.0 | 0.9 | 1.6 | -- |
| Best of category | 2.3 | 4.5 | 7.1 | 13.1 | 12.0 | 10.5 | 10.1 |
| Worst of category | 0.5 | 0.7 | 0.6 | 0.3 | 0.2 | -0.5 | 0.1 |
Investment Objective
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 20, 2010 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 566.62 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.06 (Apr-25-2013) |
| Bonus | N.A. |
| Fund Manager | Kedar Karnik / Devang Shah View performance of schemes managed by the Fund Manager |
| Notes | Axis Short Term Fund - Institutional Plan is open for fresh subscriptions/switch-ins. |
| 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 | 4.5 | 7.1 | 12.6 | 9.5 | 9.8 |
| SBI Short Term Debt - RP (G) | Rank 3 |
2,159.03 | 3.7 | 6.0 | 11.8 | 8.9 | -- |
| SBI Short Horizon Debt-STF -RP (G) | Not Ranked |
64.89 | 3.7 | 6.0 | 11.7 | 8.7 | 8.1 |
| Templeton (I) ST Income (G) | Rank 5 |
5,197.92 | 4.0 | 6.2 | 11.9 | 9.0 | 9.7 |
| Templeton India Income Oppor. (G) | Rank 5 |
2,788.98 | 4.2 | 6.6 | 12.4 | 9.3 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC | CRISIL AAA | - | 12.97 |
| PFC | CRISIL AAA | - | 12.10 |
| LIC Housing Finance | CRISIL AAA | - | 12.02 |
| Tata Sons | CRISIL AAA | - | 8.64 |
| IDFC | ICRA AAA | - | 6.54 |
| NABARD | CRISIL AAA | - | 5.09 |
| REC | CRISIL AAA | - | 3.06 |
| Mahindra & Mahindra Financial Services | CRISIL AA+ | - | 2.72 |
| Reliance Utilities & Power | CARE AAA | - | 2.17 |
| Cholamandalam Invt And Finance | ICRA AA | - | 1.65 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 76.03 |
| Mutual Funds | N.A |
| Money Market | 18.16 |
| Cash / Call | 5.85 |
| Holdings | (%) |
|---|---|
| Top 5 | 52.27 |
| Top 10 | 66.96 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Axis Short Term Fund revises exit load
May 09, 2013 at 18:01 | Source:
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source:
Axis Short Term Fund revises exit load
Apr 20, 2013 at 11:34 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links