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

Axis Ultra Short Term Fund (Growth)

DebtUltra Short

12.8245

NAV (Jun 02)

4.3%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt 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

12.8245

NAV (Jun 2)

Fund Returns

Last 1Y
5.9%
Last 3Y
4.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
3.4%

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
1.19
Launched (5y ago)
Sep 10, 2018
AUM in Crores
5225.710
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
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.603
Sharpe Ratio (5yr)
0
YTM
7.86
Fund Managers

Sachin Jain

Fund Manager

Aditya Pagaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Ultra Short Term Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-06-02

Top Debt Holdings

182 Days Treasury Bill 24-08-2023

5.5%
5.5%

reliance industries limited

4.6%
4.6%

182 Days Treasury Bill 17-08-2023

4.3%
4.3%

national bank for agriculture and rural development

3.7%
3.7%

clearing corporation of india ltd

3.4%
3.4%
See all holdings

Comparison with Debt Funds

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

₹ 51,579 cr

₹ 14,509 cr

₹ 8,475 cr

₹ 14,524 cr

₹ 17,853 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 249,483 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

5.3%

8%

4.3%

7%

6.4%

7%

6.5%

8.1%

5.4%

7.6%

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 5.4% over a period of 4 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 6/2/2023 is ₹12.82 with the total AUM as of 6/4/2023 is ₹5225.71. 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 5.9% 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 instruments 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 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.