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.
The performance of the fund on a Fund Size metric has been Good
The fund has been a Category Leader on the Rolling Returns metric
NAV (Nov 28)
6 Month CAGR
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.
Launched (13y ago)
Mar 02, 2010
AUM in Crores
Nifty Short Duration Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Axis Short Term Fund Retail (Growth)||8,63,369||1,30,757||6.8%|
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.
7.18% govt stock 20337.9%
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8.25% govt stock 20333.8%
Axis Asset Management Company Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Axis Short Term Fund Retail (G) is a Short Term Debt fund and has delivered an annualised return of 7.4% over a period of 13 years. The fund was previously known as Axis S/T Retl Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Devang Shah.
Nav of Axis Short Term Fund Retail (G) as of 11/28/2023 is ₹26.80 with the total AUM as of 11/29/2023 is ₹7820.982. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Term Fund Retail (G) was launched on Mar 02, 2010. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Axis Short Term Fund Retail (G) is ₹0 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 Retail (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 Retail (G) is rated as a 4 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Term Fund Retail (G).
What is Axis Short Term Fund Retail (G)?
How to invest in Axis Short Term Fund Retail (G)?
You can invest in Axis Short Term Fund Retail (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 Retail (G)?
The minimum sip amount for Axis Short Term Fund Retail (G) is ₹0. You can invest in multiples of ₹5000.
Is Axis Short Term Fund Retail (G) good to invest in?
As per Scripbox experts, Axis Short Term Fund Retail (G) is a Top Ranked fund. You can investAxis Short Term Fund Retail (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 Retail (G)?
The expense ratio of the Axis Short Term Fund Retail (G) is 0.99% for regular plan.