- Mutual Funds
- Axis Mutual Fund
- Axis Ultra Short Term Fund (Growth)
Axis Ultra Short Term Fund (Growth)
₹ 13.2159
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.2159
NAV (Dec 1)
Fund Returns
Last 1Y | 6.5% |
Last 3Y | 4.5% |
Last 5Y | 5.4% |
Last 10Y | NA |
Since Inception | 5.5% |
6 Month CAGR | 3.1% |
Scheme Information
The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.
Expense Ratio | 1.19 |
Launched (5y ago) | Sep 10, 2018 |
AUM in Crores | 4827.157 |
ISIN | INF846K01G23 |
Lock-in | No Lock-in |
Benchmark | NIFTY Ultra Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.943 |
Sharpe Ratio (5yr) | 0.438 |
YTM | 7.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Ultra Short Term Fund (Growth) | 8,34,080 | 1,01,468 | 5.4% | |
| 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
godrej consumer products limited
4.6%godrej industries limited
3.7%clearing corporation of india ltd
3.5%hdfc bank limited
3.5%national bank for agriculture and rural development
3.1%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% | 7.8% | ||
4.9% | 7% | ||
5.3% | 7.9% | ||
4.5% | 7.5% | ||
5.6% | 7% |
Axis Ultra Short Term Fund (G) Review
Axis Ultra Short Term Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 5.5% over a period of 5 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Sachin Jain.
Nav of Axis Ultra Short Term Fund (G) as of 12/1/2023 is ₹13.22 with the total AUM as of 12/3/2023 is ₹4827.157. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Ultra Short Term Fund (G) was launched on Sep 10, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Axis Ultra Short Term Fund (G) 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 Ultra Short Term Fund (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 Ultra Short Duration Debt TR INR.
Axis Ultra Short Term Fund (G) is rated as a 0 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Ultra Short Term Fund (G).
Frequently Asked Questions
What is Axis Ultra Short Term Fund (G)?
How to invest in Axis Ultra Short Term Fund (G)?
You can invest in Axis Ultra Short Term Fund (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 Ultra Short Term Fund (G)?
The minimum sip amount for Axis Ultra Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Ultra Short Term Fund (G) good to invest in?
As per Scripbox experts, Axis Ultra Short Term Fund (G) is a Not Reviewed Yet fund. You can investAxis Ultra Short Term Fund (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 Ultra Short Term Fund (G)?
The expense ratio of the Axis Ultra Short Term Fund (G) is 1.19% for regular plan.