₹ 10.1914
NAV (Feb 25)
Top Ranked
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.
Track Record
11 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
15,694 Cr. Large within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high 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 a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.01 %
Expense Ratio
Jan 22, 2010
Launched (11y ago)
₹ 15,694
AUM in Crores
INF846K01651
ISIN
No Lock-in
Lock-in
Nifty Short Duration Debt TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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17 Years
Age
Track Record
Liquid
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17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
16.8%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.5%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Axis Short Terml fund (DP-M) is a short term debt fund and has delivered an annualised return of 6.6% over a period of 11 years ..The fund is managed by Axis Asset Management Company Limited.The fund manager’s name is Devang Shah.
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. However, there is no assurance that the objective of the scheme will be realized.
The Axis Short Terml fund (DP-M) fund was launched on Jan 22, 2010. The NAV (Net Asset Value) of this short term debt as of 2021-02-25 is ₹ 10.1914. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 15693.757. The category risk of the Axis Short Terml fund (DP-M) fund is Moderate Risk. The fund charges 1.01 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 65.9% in this asset class. The top three holdings of the fund are food corporation of india,national bank for agriculture and rural development and state bank of india
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 Terml fund (DP-M) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Short Terml fund (DP-M) has a score of 4 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.