Axis Short Term Fund - Regular Plan - Weekly IDCW Axis Short Term Fund - Regular Plan - Weekly IDCW

Axis Short Term Fund - Portfolio Analysis

  • ₹10.4 (0.0021%)

    Current NAV 16-07-2024

  • 6.8%

    1Y Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Debt 72.62%
  • Others 1.58%

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 72.62

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Financial

Sovereign

Communication

Others

Construction

Automobile

Energy

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 13.84% 0%
7.32% GOI 13/11/2030 Sovereign 6.39% 0%
7.04% GOI 03/06/2029 Sovereign 3.12% 0%
Others Others 3.04% 0%
Bank Of Baroda% 21/10/2024 Financial 2.12% 0%
7.8% National Bank For Agriculture & Rural Development 15/03/2027 Financial 1.94% 0%
7.37% GOI 23/10/2028 Sovereign 1.94% 0%
8.95% Bharti Telecom Ltd. 04/12/2026 Communication 1.88% 0%
9.25% Shriram Finance Ltd 19/12/2025 Financial 1.87% 0%
Hero FinCorp Ltd.% 19/07/2024 Financial 1.87% 0%
National Bank For Agriculture & Rural Development% 07/03/2025 Financial 1.77% 0%
8.15% Godrej Properties Ltd. 03/07/2026 Construction 1.55% 0%
Mahindra & Mahindra Financial Services Ltd.% 25/08/2024 Financial 1.25% 0%
7.68% Small Industries Devp. Bank of India Ltd. 10/08/2027 Financial 1.25% 0%
7.55% Small Industries Devp. Bank of India Ltd. 22/09/2026 Financial 1.24% 0%
Indian Bank% 10/03/2025 Financial 1.18% 0%
7.75% Small Industries Devp. Bank of India Ltd. 27/10/2025 Financial 1% 0%
7.79% Small Industries Devp. Bank of India Ltd. 14/05/2027 Financial 0.94% 0%
7.13% Power Finance Corporation Ltd. 08/08/2025 Financial 0.93% 0%
GOI% 16/12/2025 Sovereign 0.92% 0%
HDFC Bank Ltd.% 06/12/2024 Financial 0.9% 0%
Bharti Telecom Ltd.% 04/12/2028 Communication 0.88% 0%
7.7% National Bank For Agriculture & Rural Development 30/09/2027 Financial 0.87% 0%
7.8% Mahanagar Telephone Nigam Ltd. 07/11/2033 Communication 0.85% 0%
GOI% 22/09/2033 Sovereign 0.72% 0%
5.83% State Bank of India 26/10/2030 Financial 0.72% 0%
7.79% Small Industries Devp. Bank of India Ltd. 19/04/2027 Financial 0.63% 0%
7.75% Power Finance Corporation Ltd. 22/03/2027 Financial 0.63% 0%
7.84% HDFC Bank Ltd. 16/12/2032 Financial 0.63% 0%
8.75% Shriram Finance Ltd 05/10/2026 Financial 0.62% 0%
7.79% National Housing Bank 06/07/2027 Financial 0.62% 0%
8.9% Bharti Telecom Ltd. 04/12/2025 Communication 0.62% 0%
7.44% Power Finance Corporation Ltd. 10/05/2028 Financial 0.62% 0%
HDFC Bank Ltd.% 13/09/2024 Financial 0.61% 0%
7.26% GOI 06/02/2033 Sovereign 0.59% 0%
GOI% 22/02/2029 Sovereign 0.59% 0%
6.8% GOI 15/06/2025 Sovereign 0.54% 0%
8.15% Samvardhana Motherson International Ltd. 23/01/2026 Automobile 0.54% 0%
7.35% National Bank For Agriculture & Rural Development 08/07/2025 Financial 0.5% 0%
7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025 Financial 0.5% 0%
8.3% Godrej Properties Ltd. 19/03/2027 Construction 0.5% 0%
8.225% Kotak Mahindra Prime Ltd. 21/04/2027 Financial 0.5% 0%
GOI% 22/08/2025 Sovereign 0.49% 0%
8.3% REC Ltd. 10/04/2025 Financial 0.49% 0%
Shriram Finance Ltd Financial 0.47% 0%
8.11% REC Ltd. 07/10/2025 Financial 0.38% 0%
8.67% Maharashtra State 24/02/2026 Others 0.32% 0%
7.68% Small Industries Devp. Bank of India Ltd. 09/07/2027 Financial 0.31% 0%
7.4% National Bank For Agriculture & Rural Development 30/01/2026 Financial 0.31% 0%
7.25% National Bank For Agriculture & Rural Development 01/08/2025 Financial 0.31% 0%
7.5% National Bank For Agriculture & Rural Development 17/12/2025 Financial 0.31% 0%
7.49% National Bank For Agriculture & Rural Development 15/10/2026 Financial 0.31% 0%
7.79% REC Ltd. 29/11/2025 Financial 0.31% 0%
7.59% Power Finance Corporation Ltd. 03/11/2025 Financial 0.31% 0%
7.1% ICICI Bank Ltd. 17/02/2030 Financial 0.31% 0%
7.77% REC Ltd. 31/03/2028 Financial 0.31% 0%
HDFC Bank Ltd.% 06/03/2025 Financial 0.3% 0%
6.35% Power Finance Corporation Ltd. 30/06/2025 Financial 0.28% 0%
7.63% Power Finance Corporation Ltd. 14/08/2026 Financial 0.25% 0%
6.5% Power Finance Corporation Ltd. 17/09/2025 Financial 0.18% 0%
6.8% GOI 15/06/2029 Sovereign 0.18% 0%
GOI% 22/08/2027 Sovereign 0.17% 0%
5.85% REC Ltd. 20/12/2025 Financial 0.14% 0%
7.06% GOI 10/04/2028 Sovereign 0.12% 0%
6.09% Power Finance Corporation Ltd. 27/08/2026 Financial 0.12% 0%
6.54% Gujarat State 01/07/2030 Construction 0.12% 0%
8.5% Cholamandalam Investment and Finance Company Ltd. 31/01/2027 Financial 0.11% 0%
GOI% 19/09/2026 Sovereign 0.11% 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%
9.2% GOI 30/09/2030 Sovereign 0.07% 0%
7.59% GOI 11/01/2026 Sovereign 0.06% 0%
7.2% Maharashtra State 09/08/2027 Others 0.06% 0%
HDFC Bank Ltd.% 28/12/2028 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%
6.18% Indian Bank 13/01/2031 Financial 0.06% 0%
8.02% Export-Import Bank Of India 29/10/2025 Financial 0.06% 0%
6.69% Tamilnadu State 23/09/2030 Others 0.06% 0%
8.4% Power Grid Corporation Of India Ltd. 27/05/2025 Energy 0.06% 0%
8.22% National Bank For Agriculture & Rural Development 13/12/2028 Financial 0.06% 0%
7.17% Power Finance Corporation Ltd. 22/05/2025 Financial 0.06% 0%
6.67% GOI 15/12/2035 Sovereign 0.05% 0%
6.64% GOI 16/06/2035 Sovereign 0.05% 0%
5.45% NTPC Ltd. 15/10/2025 Energy 0.05% 0%
7.17% GOI 17/04/2030 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%
5.81% REC Ltd. 31/12/2025 Financial 0.03% 0%
8.15% GOI 24/11/2026 Sovereign 0.03% 0%
7.3% GOI 19/06/2053 Sovereign 0.03% 0%
5.95% Tamilnadu State 13/05/2025 Others 0.03% 0%
6.1% GOI 12/07/2031 Sovereign 0.02% 0%
8.39% Power Finance Corporation Ltd. 19/04/2025 Financial 0.01% 0%
8.8% Bharti Telecom Ltd. 21/11/2025 Communication 0.01% 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%
7.23% Tamilnadu State 14/06/2027 Others 0.01% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.58

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.58% 0%

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Frequently Asked Questions

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.

Top 5 holdings for Axis Short Term Fund ?

The top holdings of this fund are 7.18% GOI 14/08/2033, 7.32% GOI 13/11/2030, 7.04% GOI 03/06/2029, Others, Bank Of Baroda% 21/10/2024

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.

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.

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 Sector for Axis Short Term Fund ?

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

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 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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