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  • Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
Axis Mutual Fund

Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

DebtLiquid

Top Ranked

1002.4414

NAV (Oct 21)

3.7%
3 Year CAGR
Scripbox Opinion

Top Ranked

Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) is recommended for investment within liquid mutual funds.

Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

26,263 Cr. Category leader in size

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Emergency Money

Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Emergency

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Historical NAV

1002.4414

NAV (Oct 21)

Fund Returns

Last 1Y
2.7%
Last 3Y
3.7%
Last 5Y
4%
Last 10Y
5.2%
Since Inception
5.2%
6 Month CAGR
1.4%
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Scheme Information

Investment Objective

To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low to Moderate Risk

Expense Ratio
0.76
Launched (11y ago)
Mar 09, 2010
AUM in Crores
26262.234
ISIN
INF846K01396
Lock-in
No Lock-in
Benchmark
Nifty Liquid Index TR INR
SIP Minimum
0
Lumpsum Min.
1000
Fund Managers
user-avatar

Aditya Pagaria

Fund Manager

user-avatar

Devang Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • Inflation beating returns
    Inflation beating returns
  • Emergency
    Emergency
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7.2%

    recommended-badge

    24.3%

    14.2%

    recommended-badge

    29.3%

    20.1%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    About Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) is a Liquid Debt fund and has delivered an annualised return of 5.2% over a period of 11 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Devang Shah

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Investment Objective

    To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk

    The Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund was launched on Mar 09, 2010. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-10-21 is ₹1002.44. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹26262.234. The category risk of the Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund is Low to Moderate Risk. The fund charges 0.76 % as expense ratio.

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , national bank for agriculture and rural development , 91 dtb 16122021 , indian oil corporation limited , 91 dtb 04112021 , 8.79% govt stock 2021 , 91 dtb 28102021 , 182 dtb 30122021 , reliance industries limited , reliance jio infocomm limited , reliance retail ventures limited , 91 dtb 23122021 , bharti airtel limited , tata steel limited , 91 dtb 13012022 , reliance industries limited , kotak mahindra prime limited , housing development finance corporation limited , chennai petroleum corporation ltd , icici securities limited , reliance jio infocomm limited , ntpc limited , reliance industries limited , ultratech cement limited , 364 dtb 18112021 , 364 dtb 04112021 , kotak securities limited , chennai petroleum corporation ltd , chennai petroleum corporation ltd , reliance jio infocomm limited , 91 dtb 02122021 , kotak mahindra investments limited , bharti enterprises limited , reliance industries limited , reliance retail ventures limited , 91 dtb 11112021 , 91 dtb 09122021 , tvs credit services limited , reliance retail ventures limited , l&t infrastructure finance company limited , birla group holdings private limited , 364 dtb 06012022 , birla group holdings private limited , tata capital financial services limited , dalmia cement (bharat) limited , national bank for agriculture and rural development , reliance retail ventures limited , nabha power limited , shree cement limited , rbl bank limited , export-import bank of india , standard chartered investments and loans (india) limited , julius baer capital (india) private limited , housing development finance corporation limited , godrej industries limited , ceat limited , julius baer capital (india) private limited , nabha power limited , julius baer capital (india) private limited , icici securities limited , indian railway finance corporation limited , julius baer capital (india) private limited , indusind bank limited , hdb financial services limited , 8.75% u.p. sdl 2022 , l&t finance limited , housing development finance corporation limited

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 1000.

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Review

    Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 5 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Liquid Fund Retail Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 5out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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