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.
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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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%
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.
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.
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.
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
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Recommended
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Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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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.
