Axis Short Term Fund Direct Plan Growth Option | Pros & Cons NAV(26.51)

Axis Short Term Fund Direct Plan Growth Option

Debt: Short Duration

Fund Information

Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Low to Moderate Risk

10 Year Gsec

Benchmark

2013-01-01

Launched On

Type

Min SIP

5000

Min Investment

11790

AUM in Crores

0.3

Expense Ratio

--

Exit Load

Axis Asset Management Company Ltd.

Fund House

Devang Shah

Fund Managers

Axis Short Term Fund Direct Plan Option Pros & Cons

Pros

  • Axis Short Term Fund Direct Plan Growth Option has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark
  • Axis Short Term Fund Direct Plan Growth Option is ranking 3rd in last 5 years

Cons

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Axis Short Term Fund Direct Plan Growth Option 
    5.028.297.768.26
    10 Year Gsec
    8.66-4.21-0.7-2.06-2.04-1.22

    Axis Short Term Fund Direct Plan Option Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Axis Short Term Fund Direct Plan Growth Option 
    8.8910.8608.719.340
    10 Year Gsec
    -2.3517.21-24.83-1.7411.17-16.61

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Axis Short Term Fund Direct Plan Growth Option 
    8.471.72.2-0.132.56
    10 Year Gsec
    -4.338.41-1.077--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-03-24 - 2020-03-31
    2.85
    2020-03-12 - 2020-03-19
    -1.82
    Month2020-03-23 - 2020-04-23
    3.67
    2020-02-24 - 2020-03-24
    -2.25
    Quarter2020-03-24 - 2020-07-24
    8.13
    2013-04-29 - 2013-08-29
    -0.64
    Year2019-06-19 - 2020-06-19
    12.8
    2021-06-14 - 2022-06-14
    -0.18

    Portfolio

    Stock NameSector% of Total Holdings
    Food Corporation of India 09.95% (07-Mar-22)Corporate Debt3.93
    07.27% GOI - 08-Apr-2026Government Securities3.61
    National Bank For Agriculture & Rural Development SR 21E 4.60% (29-Jul-24)Corporate Debt2.91
    Sikka Ports & Terminals Ltd. 6.75% (22-Apr-26)Corporate Debt2.89
    State Bank of India SR-II 06.24% (21-Sep-30)Corporate Debt2.72
    GOI FRB 22-Sep-2033Government Securities2.5
    07.42% Maharashtra SDL - 11-May-2022Government Securities2.5
    08.83% GOI 25-Nov-2023Government Securities2.36
    Housing Development Finance Corporation Ltd. -SR-X-004 7% (19-May-22)Corporate Debt2.27
    National Bank For Agriculture & Rural Development 5.09% (12-Feb-24)Corporate Debt2.09
    Mahindra Rural Housing Finance Ltd 6.70% (28-May-24)Corporate Debt2.07
    Hero Fincorp Ltd. SR-046 (20-May-24)Floating Rate Instruments1.66
    Mahindra & Mahindra Financial Services Ltd. SR-OPT-II AK2020 06.56% (29-Sep-22)Corporate Debt1.56
    LIC Housing Finance Ltd. TRCH 345 07.42% (15-Jul-22)Corporate Debt1.49
    State Bank of India SR-III 05.83% (26-Oct-30)Corporate Debt1.42
    Reliance Industries Ltd. SR-J 08.30% (08-Mar-22)Corporate Debt1.41
    India Grid Trust -SR-C 09.10% (03-Jun-22)Corporate Debt1.41
    Reliance Industries Ltd. SR-A 7.00% (31-Aug-22)Corporate Debt1.37
    Cholamandalam Investment & Finance Co. Ltd. -SR-604 5.70% (11-May-23)Corporate Debt1.24
    Embassy Office Parks REIT. SR-I (03-Jun-22)Corporate Debt1.18
    LIC Housing Finance Ltd. TRCH 348 OPT 1 07.39% (30-Aug-22)Corporate Debt1.11
    National Bank For Agriculture & Rural Development SR-22 A 5.27% (29-Apr-24)Corporate Debt0.96
    Mahindra & Mahindra Financial Services Ltd. SR- AJ2020 6.55% (28-Jun-22)Corporate Debt0.84
    Motherson Sumi Systems Ltd. 06.65% (14-Sep-23)Corporate Debt0.84
    Housing Development Finance Corporation Ltd. -SR-Y-006 05.30% (08-Mar-23)Corporate Debt0.84
    LIC Housing Finance Ltd. -TR-407 05.35% (20-Mar-23)Corporate Debt0.84
    04.54% Maharashtra SDL - 03-Jun-2022Government Securities0.83
    Housing Development Finance Corporation Ltd. -SR-Y-004 4.23% (18-Feb-22)Corporate Debt0.83
    LIC Housing Finance Ltd. TR-402 5.5315% (20-Dec-24)Corporate Debt0.83
    Sikka Ports & Terminals Ltd. -91D (23-Aug-21)Commercial Paper0.82
    IndusInd Bank Ltd. (09-Mar-22)Certificate of Deposit0.8
    08.76% Madhya Pradesh SDL - 24-Feb-2026Government Securities0.78
    LIC Housing Finance Ltd. -398 OPT I 07.33% (12-Feb-25)Corporate Debt0.7
    05.22% GOI 15-Jun-2025Government Securities0.66
    Sundaram Finance Ltd. SR-T 9 7.50% (07-Nov-22)Corporate Debt0.64
    National Bank For Agriculture & Rural Development SR-20 F 7.18% (08-Aug-22)Corporate Debt0.64
    08.69% Karnataka SDL - 11-Jan-2022Government Securities0.64
    08.51% Haryana SDL - 10-Feb-2026Government Securities0.63
    Rural Electrification Corpn Ltd SR-141 07.14% (09-Dec-21)Corporate Debt0.63
    Housing Development Finance Corporation Ltd. -SR-Y-003 04.50% (14-Dec-22)Corporate Debt0.62
    LIC Housing Finance Ltd. -TR-387 07.85% (23-Sep-22)Corporate Debt0.6
    Housing Development Finance Corporation Ltd. -SR-W-009 06.99% (13-Feb-23)Corporate Debt0.56
    National Bank For Agriculture & Rural Development SR-20 A 7.90% (18-Apr-22)Corporate Debt0.55
    REC Ltd. -SR-187 07.24% (31-Dec-22)Corporate Debt0.52
    Bank Of Baroda SR-XI 08.99%Corporate Debt0.52
    Housing Development Finance Corporation Ltd. -SR-W-005 07.21% (30-Dec-22)Corporate Debt0.52
    08.13% OIL Comp Bonds - 16-Oct-2021Government Securities0.51
    Godrej Industries Ltd. 06.92% (14-May-25)Corporate Debt0.5
    07.26% GOI - 14-Jan-2029Government Securities0.48
    LIC Housing Finance Ltd. -SR-TR-388 7.60% (22-Nov-22)Corporate Debt0.47
    08.22% Karnataka SDL - 09-Dec-2025Government Securities0.45
    08.14% Rajasthan SDL - 13-Nov-2025Government Securities0.45
    08.13% GOI 21-Sep-2022Government Securities0.45
    Tata Capital Financial Services Ltd. SR-TCFSL (27-Aug-21)Corporate Debt0.44
    07.97% Karnataka SDL - 05-Dec-2022Government Securities0.44
    08.15% GOI - 11-Jun-2022Government Securities0.43
    Sikka Ports & Terminals Ltd. -SR-PPD-11 7.20% (16-Jun-23)Corporate Debt0.43
    HDB Financial Services Limited - SR A/1(FX)/153 7.2871% (27-Jul-23)Corporate Debt0.43
    Housing Development Finance Corporation Ltd. -SR-V-007 07.87% (18-Jul-22)Corporate Debt0.43
    National Bank For Agriculture & Rural Development SR-20 B 7.85% (23-May-22)Corporate Debt0.43
    LIC Housing Finance Ltd. TR-351 07.45% (17-Oct-22)Corporate Debt0.43
    Rural Electrification Corpn Ltd -SR-150 07.03% (07-Sep-22)Corporate Debt0.43
    Rural Electrification Corpn Ltd SR-127 BD 08.44% (04-Dec-21)Corporate Debt0.42
    Ultratech Cement Ltd. 06.99% (24-Nov-21)Corporate Debt0.42
    Indian Railway Finance Corpn Ltd SR-155 5.04% (05-May-23)Corporate Debt0.42
    Bajaj Finance Ltd. 05.65% (10-May-24)Corporate Debt0.41
    Bajaj Finance Ltd. 05.05% (10-May-23)Corporate Debt0.41
    Rural Electrification Corpn Ltd -SR-167 08.45% (22-Mar-22)Corporate Debt0.4
    Kotak Mahindra Investments Ltd. -358D (04-Feb-22)Commercial Paper0.4
    REC Ltd. SR-193 06.99% (31-Dec-21)Corporate Debt0.4
    Sundaram Finance Ltd. SR-R-6 (10-Jun-22)Corporate Debt0.4
    Larsen & Toubro Ltd. SR-I 8.02% (22-May-22)Corporate Debt0.39
    07.18% Madhya Pradesh SDL - 27-Mar-2022Government Securities0.38
    Indian Bank SR-II 8.44%Corporate Debt0.37
    Power Finance Corpn. Ltd. SR-153 07.4% (30-Sep-21)Corporate Debt0.37
    08.69% Kerala SDL - 24-Feb-2026Government Securities0.37
    Rent-A-Device Trust - SR-12PTC & Securitized Debt0.37
    India Grid Trust -SR-G 08.40% (14-Jun-23)Corporate Debt0.35
    Power Finance Corpn. Ltd. SR-203-A 06.72% (09-Jun-23)Corporate Debt0.34
    08.29% Andhra Pradesh SDL - 13-Jan-2026Government Securities0.32
    Jamnagar Utilities & Power Pvt Ltd. SR-IX 7.7% (29-Jun-23)Corporate Debt0.3
    08.27% TamilNadu SDL - 13-Jan-2026Government Securities0.27
    Tata Capital Financial Services Ltd. SR-E (26-Oct-21)Corporate Debt0.27
    Rural Electrification Corpn Ltd SR-155 07.45% (30-Nov-22)Corporate Debt0.26
    Rural Electrification Corpn Ltd SR-179 8.15% (10-Jun-22)Corporate Debt0.24
    LIC Housing Finance Ltd. -SR-TR-368 OPT-1 09.19% (06-Jun-23)Corporate Debt0.22
    India Infradebt Ltd. TR-IV SR-I 7.50% (30-Jun-25)Corporate Debt0.22
    State Bank of India SR-I 09.56%Corporate Debt0.22
    National Bank For Agriculture & Rural Development SR-19 F 8.50% (31-Jan-23)Corporate Debt0.22
    07.37% GOI - 16-Apr-2023Government Securities0.22
    State Bank of India SR-I 07.99% (28-Jun-29)Corporate Debt0.22
    REC Ltd. -SR-186 B 07.40% (26-Nov-24)Corporate Debt0.22
    Housing Development Finance Corporation Ltd. -SR-W-008 07.35% (10-Feb-25)Corporate Debt0.22
    Housing Development Finance Corporation Ltd. -SR-V-005 08.05% (20-Jun-22)Corporate Debt0.21
    Power Finance Corpn. Ltd. SR-191 BD 07.35% (15-Oct-22)Corporate Debt0.21
    Housing Development Finance Corporation Ltd. -SR-V-003 08.58% (18-Mar-22)Corporate Debt0.21
    08.71% Haryana SDL - 25-Jan-2022Government Securities0.21
    Mahindra & Mahindra Financial Services Ltd. SR- AI2020 7.25% (16-Jun-23)Corporate Debt0.21
    ICICI Bank Ltd. 08.55% (04-Oct-22)Corporate Debt0.21
    Larsen & Toubro Ltd. SR-2 7% (25-Apr-22)Corporate Debt0.21
    L&T Infrastructure Finance Company Ltd. 07.66% (18-Mar-22)Corporate Debt0.21
    Kotak Mahindra Invsts. Ltd. SR-025 07.71% (21-Dec-21)Corporate Debt0.21
    Ultratech Cement Ltd. 06.93% (25-Nov-21)Corporate Debt0.21
    Aditya Birla Finance Ltd. 06.15% (30-May-23)Corporate Debt0.21
    First Business Receivables Trust Series 17PTC & Securitized Debt0.21
    Power Finance Corpn. Ltd. SR-206 BD 05.47% (19-Aug-23)Corporate Debt0.21
    Sikka Ports & Terminals Ltd. 10.4% (18-Jul-21)Corporate Debt0.21
    ICICI Bank Ltd. SR- DFE20T2 07.10% (17-Feb-30)Corporate Debt0.21
    LIC Housing Finance Ltd. -SR-TR-405 5.23% (26-JUL-23)Corporate Debt0.21
    Mahindra Rural Housing Finance Ltd. SR-AA2021U (19-May-23)Floating Rate Instruments0.21
    IndInfravit Trust SR-C RR (09-Mar-38)Corporate Debt0.21
    First Business Receivables Trust Series 18PTC & Securitized Debt0.21
    Indian Bank SR-III 8.44%Corporate Debt0.21
    Indian Bank SR-IV 8.44%Corporate Debt0.21
    First Business Receivables Trust Series 13PTC & Securitized Debt0.2
    National Bank For Agriculture & Rural Development (08-Feb-22)Certificate of Deposit0.2
    First Business Receivables Trust Series 14PTC & Securitized Debt0.2
    Rural Electrification Corpn Ltd SR-GOI-VIII 08.30% (25-Mar-29)Corporate Debt0.18
    Power Finance Corporation Ltd. SR-202 6.75% (22-May-23)Corporate Debt0.17
    Bajaj Finance Ltd. 07.35% (10-Nov-22)Corporate Debt0.17
    Larsen & Toubro Ltd. 07.87% (18-Apr-22)Corporate Debt0.17
    GOI - 15-Jun-2025Government Securities0.17
    REC Ltd. -SR-203 B STRP C 05.85% (20-Dec-25)Corporate Debt0.16
    Sikka Ports & Terminals Ltd. -SR-PPD 9 10.25% (22-Aug-21)Corporate Debt0.16
    First Business Receivables Trust Series 15PTC & Securitized Debt0.15
    REC Ltd. -SR-178 08.80% (14-May-29)Corporate Debt0.14
    08.22% Tamil Nadu SDL - 13-May-2025Government Securities0.14
    REC Ltd. -SR-184 B STRP D 07.55% (26-Sep-23)Corporate Debt0.13
    Jamnagar Utilities & Power Pvt Ltd. SR-VII 7.65% (29-Dec-22)Corporate Debt0.13
    REC Ltd. -SR-184 B STRP C 07.55% (26-Sep-22)Corporate Debt0.13
    Reliance Industries Ltd. SR-D 07.17% (08-Nov-22)Corporate Debt0.13
    National Bank For Agriculture & Rural Development SR-20 K 6.40% (31-Jul-23)Corporate Debt0.13
    National Bank For Agriculture & Rural Development SR-PB5SA4 08.24% (22-Mar-29)Corporate Debt0.13
    REC Ltd. -SR-184 B STRP B 07.55% (26-Sep-21)Corporate Debt0.13
    REC Ltd.-SR-210 5.74% (20-Jun-24)Corporate Debt0.13
    Rural Electrification Corpn Ltd -SR-168 08.56% (29-Nov-28)Corporate Debt0.12
    REC Ltd.-SR-205-B 5.94% (31-Jan-26)Corporate Debt0.12
    Small Industries Development Bank of India SR-II 4.58% (18-Dec-23)Corporate Debt0.12
    LIC Housing Finance Ltd. TRANCHE-349 OPT 1 7.4% (06-Sep-24)Corporate Debt0.12
    LIC Housing Finance Ltd. -TR-380 08.5950% (14-Jan-22)Corporate Debt0.11
    08.13% GOI - 22-Jun-2045Government Securities0.09
    First Business Receivables Trust Series 16PTC & Securitized Debt0.09
    Power Finance Corpn. Ltd.SR-151 A 7.47% (16-Sep-21)Corporate Debt0.09
    08.79% GOI 08-Nov-2021Government Securities0.09
    08.38% Tamil Nadu SDL - 27-Jan-2026Government Securities0.09
    08.27% Gujarat SDL - 13-Jan-2026Government Securities0.09
    Sikka Ports & Terminals Ltd. 8.45% (12-Jun-23)Corporate Debt0.09
    Larsen & Toubro Ltd. 07.25% (06-May-24)Corporate Debt0.09
    Larsen & Toubro Ltd. SR-3 7.25% (24-Apr-23)Corporate Debt0.09
    NTPC Ltd. SR-68 07.93% (03-May-22)Corporate Debt0.09
    08.66% Maharashtra SDL - 25-Jan-2022Government Securities0.09
    07.59% GOI 11-Jan-2026Government Securities0.09
    06.45% GOI - 07-Oct-2029Government Securities0.08
    Reliance Industries Ltd. -283D (11-Jun-21)Commercial Paper0.08
    5.15% GOI - 09-Nov-2025Government Securities0.08
    6.54% Gujarat SDL - 01-Jul-2030Government Securities0.08
    Small Industries Development Bank of India SR-II 07.95% (26-Apr-22)Corporate Debt0.07
    Export-Import Bank Of India SR-S-08 8.18% (07-Dec-25)Corporate Debt0.06
    07.17% GOI - 28-Jan-2028Government Securities0.05
    09.20% GOI - 30-Sep-2030Government Securities0.05
    First Business Receivables Trust Series 19PTC & Securitized Debt0.05
    HDFC Bank Ltd. SR-1/2018-19 08.44% (28-Dec-28)Corporate Debt0.05
    National Bank For Agriculture & Rural Development SR-PMAY-G PB-2 08.22% (13-Dec-28)Corporate Debt0.05
    LIC Housing Finance Ltd. 8.50% (24-Feb-25)Corporate Debt0.05
    08.39% Madhya Pradesh SDL - 27-Jan-2026Government Securities0.05
    07.98% Karnataka SDL - 14-Oct-2025Government Securities0.04
    08.05% Gujarat SDL - 27-Mar-2029Government Securities0.04
    LIC Housing Finance Ltd. -SR-TR-386 7.99% (12-Jul-29)Corporate Debt0.04
    Rural Electrification Corpn Ltd 9.35% (15-Jun-22)Corporate Debt0.04
    Jamnagar Utilities & Power Pvt Ltd. SR-VIII 7.67% (28-Feb-23)Corporate Debt0.04
    06.99% Gujarat SDL - 31-Mar-2026Government Securities0.04
    Power Grid Corpn. of India Ltd. SR-LVII 07.20% (21-Dec-21)Corporate Debt0.04
    Power Finance Corpn. Ltd. SR-150 A 7.50% (16-Aug-21)Corporate Debt0.04
    Bank Of Baroda SR-XV 8.15% (13-Jan-26)Corporate Debt0.04
    National Bank For Agriculture & Rural Development SR-19-D 08.39% (19-Jul-21)Corporate Debt0.04
    06.69% Tamilnadu SDL - 23-Sep-2030Government Securities0.04
    First Business Receivables Trust Series 9PTC & Securitized Debt0.04
    First Business Receivables Trust Series 10PTC & Securitized Debt0.04
    First Business Receivables Trust Series 11PTC & Securitized Debt0.04
    First Business Receivables Trust Series 12PTC & Securitized Debt0.04
    Power Finance Corpn. Ltd. SR-118 B-II 09.39% (27-Aug-24)Corporate Debt0.04
    07.73% GOI 19-Dec-2034Government Securities0.04
    08.27% Rajasthan SDL - 23-Jun-2022Government Securities0.03
    08.66% Tamil Nadu SDL 25-Jan-2022Government Securities0.03
    Power Finance Corporation Ltd. SR-208 6.50% (17-Sep-25)Corporate Debt0.03
    05.95% Tamil Nadu SDL - 13-May-2025Government Securities0.02
    6.19% GOI - 16-Sep-2034Government Securities0.02
    07.98% Gujarat SDL - 11-May-2026Government Securities0.02
    Indian Oil Corpn. Ltd. SR-XIX 05.50% (20-Oct-25)Corporate Debt0.02
    07.68% GOI - 15-Dec-2023Government Securities0.02
    08.15% GOI - 24-Nov-2026Government Securities0.02
    Housing Development Finance Corporation Ltd. -SR-V-004 08.55% (27-Mar-29)Corporate Debt0.02
    06.92% Maharashtra SDL - 11-Jan-2022Government Securities0.02
    08.35% GOI - 14-May-2022Government Securities0.01
    Food Corporation of India SR-VIII 7.64% (12-Dec-29)Corporate Debt0.01
    Power Finance Corpn. Ltd. SR-183 BD 08.18% (19-Mar-22)Corporate Debt0.01
    06.79% GOI - 15-May-2027Government Securities0.01
    08.94% Gujarat SDL - 07-Mar-2022Government Securities0.01
    08.27% Rajasthan SDL - 23-Jun-2023Government Securities0.01
    06.79% GOI - 26-Dec-2029Government Securities0.01
    08.20% GOI - 24-Sep-2025Government Securities0.01
    Export Import Bank of India 9.38% (29-Sep-21)Corporate Debt0
    08.60% GOI - 02-Jun-2028Government Securities0
    5.85% GOI - 01-Dec-2030Government Securities0
    08.61% Uttar Pradesh SDL - 21-Mar-2022Government Securities0
    09.12% Gujarat SDL 23-May-2022Government Securities0
    08.20% GOI - 15-Feb-2022Government Securities0
    07.59% GOI 20-Mar-2029Government Securities0
    National Bank For Agriculture & Rural Development SR-19-E 08.37% (03-Aug-21)Corporate Debt0
    08.90% Karnataka SDL - 19-Dec-2022Government Securities0
    08.65% Karnataka SDL - 25-Jan-2022Government Securities0
    08.97% GOI - 05-Dec-2030Government Securities0
    05.79% GOI 11-May-2030Government Securities0
    09.23% Gujarat SDL - 30-Mar-2022Government Securities0
    07.88% GOI - 19-Mar-2030Government Securities0
    5.63% GOI 2026GOI Securities4.78
    4.60% National Bank Agr. Rur. Devp 29/07/2024Debenture4.35
    GOI 22/09/2033GOI Securities Floating Rate Bond4.1
    9.95% Food Corporation of India 2022Bonds2.95
    Embassy Office Parks REIT 2022Non Convertible Debenture2.28
    HDFC 19/05/2022Non Convertible Debenture2.21
    7.09% Food Corporation of India 13/08/2031Non Convertible Debenture2.21
    Reserve Bank of India 91-D 23/12/2021Treasury Bills2.13
    6.70% Mahindra Rural Housing Finance 28/05/2024Debenture2.02
    5.35% Telesonic Network 28/04/2023Debenture1.91
    7.35% Power Finance Corporation 15/10/2022Debenture1.75
    5.09% National Bank Agr. Rur. Devp 2024Non Convertible Debenture1.63
    Hero FinCorp 20/05/2024Debenture1.62
    Reserve Bank of India 91-D 16/12/2021Treasury Bills1.61
    6.10% GOI 2031GOI Securities1.57
    7.00% Reliance Industries 31/08/2022Non Convertible Debenture1.54
    6.56% M&M Financial Services 29/09/2022Debenture1.53
    7.42% LIC Housing Fin. 15/07/2022Bonds/NCDs1.45
    9.10% India Grid Trust 2022Debenture1.37
    First Business Receivable TrustSecuritised Debt1.27
    5.70% Cholamandalam Investment & Finance Company 2023Debenture1.22
    Hero FinCorp 19/07/2024Non Convertible Debenture1.21
    Tata Motors 358-D 31/05/2022Commercial Paper1.18
    5.83% State Bank of IndiaAdditional Tier 2 Bond1.12
    7.39% LIC Housing Fin. 30/08/2022Debenture1.08
    GOI 22/09/2033GOI Securities Floating Rate Bond5.18
    4.60% National Bank Agr. Rur. Devp 29/07/2024Debenture4.97
    9.95% Food Corporation of India 2022Bonds3.07
    Embassy Office Parks REIT 2022Non Convertible Debenture2.93
    HDFC 19/05/2022Non Convertible Debenture2.3
    Reserve Bank of India 91-D 23/12/2021Treasury Bills2.24
    6.70% Mahindra Rural Housing Finance 28/05/2024Debenture2.1
    5.63% GOI 2026GOI Securities1.98
    7.35% Power Finance Corporation 15/10/2022Debenture1.83
    5.35% Telesonic Network 28/04/2023Debenture1.78
    5.09% National Bank Agr. Rur. Devp 2024Non Convertible Debenture1.7
    Hero FinCorp 20/05/2024Debenture1.69
    Reserve Bank of India 91-D 16/12/2021Treasury Bills1.69
    7.00% Reliance Industries 31/08/2022Non Convertible Debenture1.6
    6.56% M&M Financial Services 29/09/2022Debenture1.59
    7.42% LIC Housing Fin. 15/07/2022Bonds/NCDs1.51
    9.10% India Grid Trust 2022Debenture1.43
    First Business Receivable TrustSecuritised Debt1.33
    5.70% Cholamandalam Investment & Finance Company 2023Debenture1.27
    Hero FinCorp 19/07/2024Non Convertible Debenture1.27
    Tata Motors 358-D 31/05/2022Commercial Paper1.24
    6.10% GOI 2031GOI Securities1.2
    7.39% LIC Housing Fin. 30/08/2022Debenture1.13
    GOI 2028GOI Securities1.06
    6.99% HDFC 13/02/2023Debenture1

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    202111596.290.00
    202014991.720.00
    20194404.4095874.48

    Axis Short Term Fund Direct Plan Option Details

    Axis Short Term Fund Direct Plan Growth Option is a mutual fund scheme launched by Axis Asset Management Company Ltd..This fund has been launched on 2013-01-01. Axis Short Term Fund Direct Plan Growth Option currently has 11790 crores of assets under management (AUM) and has an expense ratio of 0.3 which is lower than what most other Large Cap funds charge.


    Axis Short Term Fund Direct Plan Growth Option has given returns of 5.02% in the last 1 year and 8.29% in the last 3 years. And since launch the fund has given 8.7% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs. and lumpsum investment is Rs.5000.

    The top holdings of the fund are Food Corporation of India 09.95% (07-Mar-22) , 07.27% GOI - 08-Apr-2026 , National Bank For Agriculture & Rural Development SR 21E 4.60% (29-Jul-24) , Sikka Ports & Terminals Ltd. 6.75% (22-Apr-26) , State Bank of India SR-II 06.24% (21-Sep-30)

    Frquently Asked Questions

    1. What is the NAV of Axis Short Term Fund Direct Plan Option?

    The current Net Asset Value (NAV) of the Axis Short Term Fund Direct Plan Option is 26.51

    2. Axis Short Term Fund Direct Plan Option Rolling Returns

    The 3 year rolling returns of the Axis Short Term Fund Direct Plan Option:

    • Mean : 8.89%
    • Max : 10.86%
    • Min : 0%

    3. How do I invest in Axis Short Term Fund Direct Plan Option?

    1. Click here Invest Now
    2. Select one Broker platform from the pop up
    3. Invest and enjoy the returns

    Axis Short Term Fund Direct Plan Growth Option



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.