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Axis Short Term Fund - Regular Plan - Regular IDCW

  • Debt
  • Short Duration
  • Moderate
  • Current NAV

    ₹18.67 0.0036%

    19-04-2024
  • Annual Returns

    6.59%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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  • Debt 75.02%
  • Others 1.85%

Market Cap

Allocation
Others 75.02

Sector Allocation

Financial

Sovereign

Others

Communication

Construction

Automobile

Energy

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 8.15% 0%
Others Others 5.49% 0%
7.8% National Bank For Agriculture & Rural Development 15/03/2027 Financial 5.14% 0%
7.26% GOI 06/02/2033 Sovereign 4.72% 0%
7.18% GOI 24/07/2037 Sovereign 3.52% 0%
Punjab National Bank% 07/02/2025 Financial 2.53% 0%
7.79% Small Industries Devp. Bank of India Ltd. 14/05/2027 Financial 2.12% 0%
9.25% Shriram Finance Ltd 19/12/2025 Financial 1.82% 0%
8.95% Bharti Telecom Ltd. 04/12/2026 Communication 1.82% 0%
Hero FinCorp Ltd.% 19/07/2024 Financial 1.81% 0%
8.225% Kotak Mahindra Prime Ltd. 21/04/2027 Financial 1.81% 0%
7.75% Small Industries Devp. Bank of India Ltd. 27/10/2025 Financial 1.75% 0%
8.15% Godrej Properties Ltd. 03/07/2026 Construction 1.5% 0%
7.44% Small Industries Devp. Bank of India Ltd. 04/09/2026 Financial 1.5% 0%
7.4% National Bank For Agriculture & Rural Development 30/01/2026 Financial 1.2% 0%
Indusind Bank Ltd.% 11/06/2024 Financial 1.18% 0%
7.8% Mahanagar Telephone Nigam Ltd. 07/11/2033 Communication 1.15% 0%
7.13% Power Finance Corporation Ltd. 08/08/2025 Financial 0.9% 0%
GOI% 16/12/2025 Sovereign 0.88% 0%
Bharti Telecom Ltd.% 04/12/2028 Communication 0.85% 0%
HDFC Bank Ltd.% 06/12/2024 Financial 0.85% 0%
7.63% Power Finance Corporation Ltd. 14/08/2026 Financial 0.84% 0%
7.62% National Bank For Agriculture & Rural Development 31/01/2028 Financial 0.79% 0%
8.5% Cholamandalam Investment and Finance Company Ltd. 31/01/2027 Financial 0.76% 0%
5.83% State Bank of India 26/10/2030 Financial 0.7% 0%
7.84% HDFC Bank Ltd. 16/12/2032 Financial 0.61% 0%
7.79% Small Industries Devp. Bank of India Ltd. Financial 0.61% 0%
7.75% Power Finance Corporation Ltd. 22/03/2027 Financial 0.61% 0%
7.15% Small Industries Devp. Bank of India Ltd. 21/07/2025 Financial 0.6% 0%
7.71% REC Ltd. 26/02/2027 Financial 0.6% 0%
8.9% Bharti Telecom Ltd. 04/12/2025 Communication 0.6% 0%
8.75% Shriram Finance Ltd 05/10/2026 Financial 0.6% 0%
7.43% Small Industries Devp. Bank of India Ltd. Financial 0.6% 0%
7.58% National Bank For Agriculture & Rural Development 31/07/2026 Financial 0.6% 0%
7.44% Power Finance Corporation Ltd. 10/05/2028 Financial 0.6% 0%
7.49% National Bank For Agriculture & Rural Development 15/10/2026 Financial 0.6% 0%
HDFC Bank Ltd.% 13/09/2024 Financial 0.58% 0%
Small Industries Devp. Bank of India Ltd.% 11/12/2024 Financial 0.57% 0%
GOI% 22/02/2029 Sovereign 0.56% 0%
8.15% Samvardhana Motherson International Ltd. 23/01/2026 Automobile 0.54% 0%
6.8% GOI 15/06/2025 Sovereign 0.51% 0%
Shriram Finance Ltd Financial 0.5% 0%
8.3% Godrej Properties Ltd. 19/03/2027 Construction 0.48% 0%
7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025 Financial 0.48% 0%
7.35% National Bank For Agriculture & Rural Development 08/07/2025 Financial 0.48% 0%
GOI% 22/08/2025 Sovereign 0.47% 0%
8.3% REC Ltd. 10/04/2025 Financial 0.47% 0%
8.11% REC Ltd. 07/10/2025 Financial 0.36% 0%
7.55% Small Industries Devp. Bank of India Ltd. 22/09/2026 Financial 0.36% 0%
7.6% REC Ltd. 28/02/2026 Financial 0.36% 0%
8.67% Maharashtra State 24/02/2026 Others 0.31% 0%
7.77% REC Ltd. 31/03/2028 Financial 0.3% 0%
7.87% Bajaj Finance Ltd. 08/02/2034 Financial 0.3% 0%
8.8% Bharti Telecom Ltd. 21/11/2025 Communication 0.3% 0%
7.75% HDFC Bank Ltd. 13/06/2033 Financial 0.3% 0%
7.8% HDFC Bank Ltd. 03/05/2033 Financial 0.3% 0%
7.95% REC Ltd. 12/03/2027 Financial 0.3% 0%
7.44% REC Ltd. 30/04/2026 Financial 0.3% 0%
7.79% REC Ltd. 29/11/2025 Financial 0.3% 0%
7.64% REC Ltd. 30/04/2027 Financial 0.3% 0%
7.59% Power Finance Corporation Ltd. 03/11/2025 Financial 0.3% 0%
7.75% Small Industries Devp. Bank of India Ltd. 10/06/2027 Financial 0.3% 0%
7.68% Small Industries Devp. Bank of India Ltd. 09/07/2027 Financial 0.3% 0%
7.1% ICICI Bank Ltd. 17/02/2030 Financial 0.3% 0%
7.68% National Bank For Agriculture & Rural Development 30/04/2029 Financial 0.3% 0%
GOI% 19/09/2026 Sovereign 0.27% 0%
6.35% Power Finance Corporation Ltd. 30/06/2025 Financial 0.27% 0%
8.15% Sundaram Finance Ltd. 21/03/2025 Financial 0.18% 0%
6.5% Power Finance Corporation Ltd. 17/09/2025 Financial 0.18% 0%
6.8% GOI 15/06/2029 Sovereign 0.17% 0%
GOI% 22/08/2027 Sovereign 0.16% 0%
6.09% Power Finance Corporation Ltd. 27/08/2026 Financial 0.12% 0%
7.5% National Bank For Agriculture & Rural Development Financial 0.12% 0%
7.25% Larsen & Toubro Ltd. 06/05/2024 Construction 0.12% 0%
6.54% Gujarat State 01/07/2030 Construction 0.12% 0%
National Bank For Agriculture & Rural Development% 13/03/2024 Financial 0.12% 0%
8.18% Export-Import Bank Of India 07/12/2025 Financial 0.09% 0%
5.5% Indian Oil Corporation Ltd. 20/10/2025 Energy 0.08% 0%
5.85% REC Ltd. 20/12/2025 Financial 0.08% 0%
9.2% GOI 30/09/2030 Sovereign 0.07% 0%
8.4% Power Grid Corporation Of India Ltd. 27/05/2025 Energy 0.06% 0%
6.18% Indian Bank 13/01/2031 Financial 0.06% 0%
8.5% LIC Housing Finance Ltd. 24/02/2025 Financial 0.06% 0%
7.99% LIC Housing Finance Ltd. 12/07/2029 Financial 0.06% 0%
7.59% GOI 11/01/2026 Sovereign 0.06% 0%
7.17% Power Finance Corporation Ltd. 22/05/2025 Financial 0.06% 0%
HDFC Bank Ltd.% 28/12/2028 Financial 0.06% 0%
8.02% Export-Import Bank Of India 29/10/2025 Financial 0.06% 0%
7.2% Maharashtra State 09/08/2027 Others 0.06% 0%
6.69% Tamilnadu State 23/09/2030 Others 0.06% 0%
8.22% National Bank For Agriculture & Rural Development 13/12/2028 Financial 0.06% 0%
5.45% NTPC Ltd. 15/10/2025 Energy 0.05% 0%
6.64% GOI 16/06/2035 Sovereign 0.05% 0%
6.67% GOI 15/12/2035 Sovereign 0.05% 0%
6.39% Indian Oil Corporation Ltd. 06/03/2025 Energy 0.04% 0%
7.17% GOI 17/04/2030 Sovereign 0.04% 0%
7.37% GOI 23/10/2028 Sovereign 0.04% 0%
7.58% Maharashtra State 24/08/2026 Others 0.04% 0%
6.18% Gujarat State 25/01/2026 Construction 0.04% 0%
7.3% GOI 19/06/2053 Sovereign 0.03% 0%
8.15% GOI 24/11/2026 Sovereign 0.03% 0%
5.81% REC Ltd. 31/12/2025 Financial 0.03% 0%
5.95% Tamilnadu State 13/05/2025 Others 0.03% 0%
6.1% GOI 12/07/2031 Sovereign 0.02% 0%
GOI% 22/09/2033 Sovereign 0.02% 0%
6.79% GOI 15/05/2027 Sovereign 0.01% 0%
6.79% GOI 26/12/2029 Sovereign 0.01% 0%
7.38% GOI 20/06/2027 Sovereign 0.01% 0%
8.2% GOI 24/09/2025 Sovereign 0.01% 0%
8.39% Power Finance Corporation Ltd. 19/04/2025 Financial 0.01% 0%
7.23% Tamilnadu State 14/06/2027 Others 0.01% 0%

Market Cap

Allocation
Others 1.85

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.85% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Axis Short Term Fund?

The top holdings of this fund are 7.18% GOI 14/08/2033, Others, 7.8% National Bank For Agriculture & Rural Development 15/03/2027, 7.26% GOI 06/02/2033, 7.18% GOI 24/07/2037

Top 5 Sector for Axis Short Term Fund?

The major sectors of this fund are Financial, Sovereign, Others, Communication, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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