Axis Short Term Fund - Retail Plan - Monthly IDCW

4
Short Duration NAV 10.0047 -0 28 September, 2022
Axis Short Term Fund - Retail Plan - Monthly IDCW was previously known as

AXIS SHORT TERM FUND - RETAIL MONTHLY DIVIDEND

Fund Details

Category Short Duration
Fund Type
Investment Plan Dividend
Launch Date 02 March, 2010
Benchmark NIFTY Short Duration TRI
Asset Size(Cr) 6539.05 (As on 30-06-2022)
Turn over 0.0%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 0.88% (As on 31-10-2019)
Fund Manager Devang Shah

Investment Returns (As on 28 Sep, 2022)

Duration Returns Benchmark Category
1 W -0.27% 0.05% 0.11%
1 M -0.15% 1.41% 0.75%
3 M 0.25% 0.19% 0.36%
6 M -0.07% -0.4% 1.38%
1 Y -0.18% 2.18% 4.11%
2 Y 3.79% 3.12% 4.14%
3 Y -0.17% 5.78% 5.72%
5 Y -0.1% 6.74% 5.51%

Risk Mesasures (As on 28 Sep, 2022)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 1.29 2.25 -3.1 1.13 6.64 2.2
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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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 - Retail Plan - Monthly IDCW -0.18% -0.17% -0.1%
Axis Short Term Fund - Regular Plan - Growth Option 2.57% 5.96% 6.45%
L&T Short Term Bond Fund - Regular Plan - Growth 1.61% 5.26% 6.02%
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