• Mutual Funds
  • Axis Mutual Fund
  • Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)

Formerly Axis S/T Mn DR

Axis Mutual Fund

Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)

DebtShort Term

Top Ranked

10.2106

NAV (Jan 19)

6.8%
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.

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

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

Relative Size

13,769 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

10.2106

NAV (Jan 19)

Fund Returns

Last 1Y

3.8%

Last 3Y

6.8%

Last 5Y

5.8%

Last 10Y

6.5%

Since Inception

6.4%

6 Month CAGR

1.8%

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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

0.97

Launched (12y ago)

Jan 22, 2010

AUM in Crores

13768.055

ISIN

INF846K01669

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Devang Shah

Fund Manager

calculator

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 259,193 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.

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

    4.7%

    7.1%

    20.8%

    13.8%

    27%

    19.6%

    4.2%

    6.8%

    3.5%

    5.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • 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
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) Review

    Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 6.4% over a period of 11 years. The fund was previously known as Axis S/T Mn DR. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah.

    Nav of Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) as of 19/01/2022 is ₹10.21 with the total AUM as of 20/01/2022 is ₹13768.055. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) was launched on Jan 22, 2010. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) is rated as a 4 fund in Debt and delivered 3.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M).

    Frequently Asked Questions

    What is Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    How to invest in Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    What is the minimum sip amount of Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?

    Is Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the Axis Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-M)?