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You are here : Moneycontrol > Mutual Funds > Debt Short Term > Axis Mutual Fund > Axis Short Term Fund - Institutional Plan (D)

Axis Short Term Fund - Institutional Plan (D) SET SMS ALERT

10.141
0.01 (0.06%)
NAV as on May-23-2013

Fund Family Axis Mutual Fund

Fund Class Debt Short Term

ranking by CRISIL

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

Close Axis Short Term Fund - Institutional Plan is open for fresh subscriptions/switch-ins.
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Returns (NAV as on May-23-2013)

Period Returns (%) Rank #
1 mth 1.1 49
3 mth 3.2 45
6 mth 5.2 47
1 year 10.9 33
2 year 10.1 36
3 year 8.6 37
5 year - -

# Moneycontrol Rank within 82 Debt Short Term Schemes.

Absolute Returns (in %)

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

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 1.1 3.2 5.2 10.9 10.1 8.6 --
Category avg 1.1 3.0 5.0 10.0 9.2 7.0 3.7
Difference of Fund returns and Category returns 0.0 0.2 0.2 0.9 0.9 1.6 --
Best of category 2.0 4.4 6.9 12.9 11.9 10.5 10.1
Worst of category 0.5 0.7 0.5 0.3 0.2 -0.5 2.4
Axis Short Term Fund - Institutional Plan (D) 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 25, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 566.62 (Mar-30-2013)
Minimum Investment Rs.5000
Last Dividend Rs.0.01 (May-13-2013)
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.

Load Details

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.

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 -RP (G) Rank 3
14,567.05 4.4 6.9 12.5 9.5 9.8
SBI Short Term Debt - RP (G) Rank 3
2,159.03 3.6 5.9 11.7 8.9 --
SBI Short Horizon Debt-STF -RP (G) Not Ranked
64.89 3.5 5.8 11.6 8.7 8.1
Templeton (I) ST Income (G) Rank 5
5,197.92 3.9 6.1 11.7 9.0 9.6
Templeton India Income Oppor. (G) Rank 5
2,788.98 4.1 6.4 12.2 9.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

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

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 13)

Equity 0.00
Others 0.00
Debt 76.03
Mutual Funds N.A
Money Market 18.16
Cash / Call 5.85

View All

Concentration

Holdings (%)
Top 5 52.27
Top 10 66.96
Sector (%)
Top 3 N.A.

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