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  • Axis Mutual Fund
  • Axis Short Term Fund (Growth)
Axis Mutual Fund

Axis Short Term Fund (Growth)

DebtShort Term

Top Ranked

24.8416

NAV (Jun 24)

6.4%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within short term mutual funds.However, Scripbox does not recommend investing in short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

6,576 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

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

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.8416

NAV (Jun 24)

Fund Returns

Last 1Y

2.7%

Last 3Y

6.4%

Last 5Y

6.5%

Last 10Y

7.7%

Since Inception

7.6%

6 Month CAGR

0.7%

Scheme Information

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However,there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio

0

Launched (12y ago)

Jan 22, 2010

AUM in Crores

6575.030

ISIN

INF846K01644

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Devang Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-06-24

Top Debt Holdings

clearing corporation of india ltd

8.1%
8.1%

mahindra rural housing finance limited

3.7%
3.7%

5.53 9/22/2033 12:00:00 am

3.7%
3.7%

hero fincorp limited

3.1%
3.1%

national bank for agriculture and rural development

3%
3%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 240,610 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    7%

    6.4%

    7.6%

    13.2%

    4.2%

    9.7%

    11.6%

    24.5%

    22.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Axis Short Term Fund (G) Review

    Axis Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.6% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah.

    Nav of Axis Short Term Fund (G) as of 6/24/2022 is ₹24.84 with the total AUM as of 6/27/2022 is ₹6575.03. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Term Fund (G) was launched on Jan 22, 2010. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Axis Short Term Fund (G) is ₹1000 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Axis Short Term Fund (G) 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 Short Duration Debt TR INR.

    Axis Short Term Fund (G) is rated as a 4 fund in Debt and delivered 2.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Term Fund (G).

    Frequently Asked Questions

    What is Axis Short Term Fund (G)?

    Axis Short Term Fund (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Short Term Fund (G)?

    You can invest in Axis Short Term Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Short Term Fund (G)?

    The minimum sip amount for Axis Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Short Term Fund (G) good to invest in?

    As per Scripbox experts, Axis Short Term Fund (G) is a Top Ranked fund. You can investAxis Short Term Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Short Term Fund (G)?

    The expense ratio of the Axis Short Term Fund (G) is % for regular plan.