Axis Short Term Fund - Regular Plan - Monthly IDCW

4
Short Duration NAV 10.1948 0 29 September, 2023

Fund Details

Category Short Duration
Fund Type
Investment Plan Dividend
Launch Date 22 January, 2010
Benchmark NIFTY Short Duration TRI
Asset Size(Cr) 7415.6608
Turn over 0.0%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 0.97
Fund Manager Devang Shah
Fund House Axis Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.19% 0.33% 0.18%
1 M 1.13% 1.68% 0.99%
3 M 2.11% 2.58% 1.99%
6 M 3.96% 5.48% 3.81%
1 Y 5.56% 7.16% 5.37%
2 Y 4.54% 5.04% 5.14%
3 Y 5.82% 5.69% 6.07%
5 Y 6.15% 8.07% 6.01%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 1.29 2.31 -3.07 1.13 7.78 2.8
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Short Term Fund - Regular Plan - Monthly IDCW 5.56% 5.82% 6.15%
Axis Short Term Fund - Regular Plan - Growth Option 5.56% 5.82% 6.89%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully