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

Axis Ultra Short Term Fund (Growth)

DebtUltra Short

12.1513

NAV (Jun 28)

5.3%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

5,659 Cr. Large within the category

Impact of Interest Rate Changes

Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

Scripbox Recommended Ultra Short Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

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

12.1513

NAV (Jun 28)

Fund Returns

Last 1Y

3.1%

Last 3Y

4.5%

Last 5Y

NA

Last 10Y

NA

Since Inception

5.3%

6 Month CAGR

1.5%

Scheme Information

Investment Objective

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

1.18

Launched (4y ago)

Sep 10, 2018

AUM in Crores

5658.357

ISIN

INF846K01G23

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sachin Jain

Fund Manager

Aditya Pagaria

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 2022-06-28

Top Debt Holdings

clearing corporation of india ltd

5.3%
5.3%

reliance jio infocomm limited

4.8%
4.8%

182 Days Treasury Bill 15-09-2022

3.5%
3.5%

reliance retail ventures limited

3.5%
3.5%

182 Days Treasury Bill 29-09-2022

2.4%
2.4%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 240,610 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

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

    4.1%

    7%

    6.5%

    7.6%

    13.8%

    4.2%

    5.7%

    7.2%

    5.6%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 5.3% over a period of 3 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 6/28/2022 is ₹12.15 with the total AUM as of 6/29/2022 is ₹5658.357. 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 2 fund in Debt and delivered 3.1% 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)?

    Axis Ultra Short Term Fund (G) is a Ultra Short Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 1.18% for regular plan.