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

Formerly Axis S/T Retl Gr

Axis Mutual Fund

Axis Short Term Fund Retail (Growth)

DebtShort Term

Top Ranked

25.2357

NAV (Dec 06)

5.8%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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 ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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Scripbox Recommended Debt Funds

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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

25.2357

NAV (Dec 6)

Fund Returns

Last 1Y

3.5%

Last 3Y

5.8%

Last 5Y

6.6%

Last 10Y

7.5%

Since Inception

7.5%

6 Month CAGR

2.9%

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)

Mar 02, 2010

AUM in Crores

7467.802

ISIN

INF846K01594

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

1.6

Standard Deviation (5yr)

1.6

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.855

Sharpe Ratio (5yr)

0.885

YTM

7.66

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 2022-12-06

Top Debt Holdings

7.38% govt stock 2027

5.5%
5.5%

housing development finance corporation limited

4.7%
4.7%

5.63% govt stock 2026

4.2%
4.2%

7.01% govt stock 2028

3.7%
3.7%

national bank for agriculture and rural development

3.5%
3.5%
See all holdings

Compare Axis Short Term Fund Retail (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

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

    6.3%

    8%

    4.1%

    7%

    5.8%

    7.6%

    6.1%

    7%

    6.6%

    8%

    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 7.5% over a period of 12 years. The fund was previously known as Axis S/T Retl Gr. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah.

    Nav of Axis Short Term Fund Retail (G) as of 12/6/2022 is ₹25.24 with the total AUM as of 12/7/2022 is ₹7467.802. 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 Low to 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 3.5% 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)?

    Axis Short Term Fund Retail (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 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 0.97% for regular plan.