Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class Ultra Short Term Debt
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | - |
| 3 mth | 2.3 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 126 Ultra Short Term Debt Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 2.0 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Ultra Short Term Debt)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | 2.3 | -- | -- | -- | -- | -- |
| Category avg | 0.8 | 2.4 | 4.4 | 8.6 | 8.4 | 7.3 | 4.7 |
| Difference of Fund returns and Category returns | -0.1 | -0.1 | -- | -- | -- | -- | -- |
| Best of category | 2.7 | 5.1 | 9.2 | 13.7 | 11.6 | 10.0 | 8.9 |
| Worst of category | 0.6 | 1.8 | 3.6 | -27.4 | -11.5 | -8.0 | -2.6 |
Investment Objective
To provide optimal returns and liquidity to the investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginally higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity.However, there can be no assurance that the investment objective of the Scheme will be achieved.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | CRISIL Liquid Fund |
| Asset Size (Rs cr) | 18.83 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Kedar Karnik / Devang Shah View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| Ultra Short Term Debt | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI SHDF - USTBF - IP (G) | Not Ranked |
939.25 | 2.3 | 4.4 | 9.2 | 8.7 | 7.8 |
| SBI Ultra Short Term Bond - RP (G) | Rank 2 |
3,019.05 | 2.3 | 4.4 | 9.0 | 8.6 | 7.5 |
| JPMorgan Treasury - RP (G) | Not Ranked |
28.34 | 2.0 | 4.1 | 8.8 | 8.5 | 6.0 |
| JPMorgan Treasury - SIP (G) | Rank 1 |
1,747.72 | 2.2 | 4.4 | 9.4 | 8.8 | -- |
| UTI Treasury Advtg -Inst (G) | Rank 2 |
7,162.79 | 2.4 | 4.6 | 9.5 | 8.8 | 8.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Money Market | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Money Market Instruments / Banks | - | 55.27 | |
| IDBI Bank | ICRA A1+ | - | 7.27 |
| Indian Overseas Bank | ICRA A1+ | - | 6.49 |
| ING Vysya Bank | CRISIL A1+ | - | 5.02 |
| ICICI Bank | - | 5.00 | |
| Dena Bank | CRISIL A1+ | - | 4.71 |
| Indusind Bank | CRISIL A1+ | - | 3.51 |
| Allahabad Bank | CRISIL A1+ | - | 3.34 |
| Bank of India | CRISIL A1+ | - | 3.33 |
| Syndicate Bank | CARE A1+ | - | 3.33 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 32.16 |
| Mutual Funds | N.A |
| Money Market | 55.26 |
| Cash / Call | 12.57 |
| Holdings | (%) |
|---|---|
| Top 5 | 79.05 |
| Top 10 | 97.27 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source:
Inflation indexed bonds: Will it find buyers?
Apr 11, 2013 at 15:56 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
