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

10.167
0.01 (0.08%)
NAV as on Oct-31-2014
NAV as on Oct-31-2014

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 (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.
View Historic Graph From     To     

Returns (NAV as on Oct-31-2014)

Period Returns (%) Rank #
1 mth 1.2 69
3 mth 2.6 90
6 mth 4.9 87
1 year 9.6 67
2 year 8.4 40
3 year 8.9 30
5 year - -

# Moneycontrol Rank within 127 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 0.1 - -0.1 - -
2013 0.1 0.3 0.1 - 0.6
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 1.2 2.6 4.9 9.6 8.4 8.9 --
Category avg 1.2 2.6 4.9 8.5 4.3 4.3 2.9
Difference of Fund returns and Category returns 0.0 0.0 0.0 1.1 4.1 4.6 --
Best of category 2.5 4.0 6.9 12.1 10.4 10.4 9.4
Worst of category 0.6 1.8 3.8 7.7 7.4 7.6 4.4
Axis Short Term Fund - Regular 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) 422.20 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (Oct-27-2014)
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 -RP (G) Not Ranked
7,172.94 3.9 6.7 11.7 9.9 8.7
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 2.9 5.5 10.6 -- --
HDFC Corporate Debt Opp. -Reg (G) Not Ranked
2,329.67 3.5 6.3 -- -- --
Reliance Short Term - Direct (G) Not Ranked
2,029.82 3.1 5.9 11.0 -- --
HDFC Short Term Plan (G) Rank 5
1,892.73 3.0 5.6 10.8 9.3 8.2
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Sep 30, 14)

Equity 0.00
Others 0.00
Debt 85.08
Mutual Funds N.A
Money Market 11.72
Cash / Call 3.20

View All

Concentration

Holdings (%)
Top 5 25.78
Top 10 40.85
Sector (%)
Top 3 N.A.

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