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Axis Short Term Fund - Retail Plan (MD) SET SMS ALERT

10.127
0.01 (0.05%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Axis Mutual Fund

Fund Class Debt Short Term

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close As per Sebi circular dated September 13, 2012, pertaining to single plan structure for Mutual Fund schemes, the AMC has stopped accepting fresh/additional purchases/switch-ins in this scheme w.e.f. October 1, 2012.
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Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth 1.0 70
3 mth 2.4 82
6 mth 4.8 84
1 year 9.4 63
2 year 8.3 43
3 year 8.8 44
5 year - -

# Moneycontrol Rank within 131 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 - - -0.1 - -
2013 -0.2 -0.6 -0.2 -0.1 -0.7
2012 - -0.1 0.7 -0.5 0.4
2011 -996.8 0.1 -0.2 - 0.1
2010 0.3 -0.1 -0.1 -0.1 0.2

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 1.0 2.4 4.8 9.4 8.3 8.8 --
Category avg 1.0 2.4 4.8 8.4 4.2 4.2 2.9
Difference of Fund returns and Category returns 0.0 0.0 0.0 1.0 4.1 4.6 --
Best of category 1.5 3.3 6.4 11.3 10.1 10.3 9.4
Worst of category 0.6 1.9 3.8 7.6 7.2 7.6 4.3

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 Mar 02, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 33.18 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.06 (Sep-25-2014)
Bonus N.A.
Fund Manager Devang Shah
View performance of schemes managed by the Fund Manager
Notes As per Sebi circular dated September 13, 2012, pertaining to single plan structure for Mutual Fund schemes, the AMC has stopped accepting fresh/additional purchases/switch-ins in this scheme w.e.f. October 1, 2012.

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) Rank 3
7,790.72 2.5 6.1 10.9 9.7 8.5
Birla SL Short Term - Direct (G) Not Ranked
3,332.13 2.7 5.4 10.3 -- --
IDFC SSIF-STP Plan F (G) Not Ranked
0.20 2.6 5.1 9.5 9.1 --
HDFC Corporate Debt Opp. -Reg (G) Not Ranked
1,046.61 3.2 6.1 -- -- --
ICICI Pru Short Term Plan (G) Rank 5
2,309.83 2.6 5.9 10.1 9.2 8.1
* 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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