- Mutual Funds
- Axis Mutual Fund
- Axis Short Term Fund Retail (Growth)
Formerly Axis S/T Retl Gr
Axis Short Term Fund Retail (Growth)
₹ 26.797
NAV (Nov 28)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.797
NAV (Nov 28)
Fund Returns
Last 1Y | 6.4% |
Last 3Y | 4.5% |
Last 5Y | 6.8% |
Last 10Y | 7.4% |
Since Inception | 7.4% |
6 Month CAGR | 2.5% |
Scheme Information
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 | 0.99 |
Launched (13y ago) | Mar 02, 2010 |
AUM in Crores | 7820.982 |
ISIN | INF846K01594 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1 |
Standard Deviation (5yr) | 1.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.436 |
Sharpe Ratio (5yr) | 1.053 |
YTM | 7.8 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Short Term Fund Retail (Growth) | 8,63,369 | 1,30,757 | 6.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.18% govt stock 2033
7.9%7.38% govt stock 2027
5.7%7.17% govt stock 2030
5.5%7.06% govt stock 2028
4.3%8.25% govt stock 2033
3.8%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 7.8% | ||
4.9% | 7% | ||
5.3% | 7.9% | ||
4.5% | 7.5% | ||
5.6% | 7% |
Axis Short Term Fund Retail (G) Review
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).
Frequently Asked Questions
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.