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

Axis Ultra Short Term Fund (Growth)

DebtUltra Short

11.9999

NAV (Jan 24)

5.6%
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

5,231 Cr. Large within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite 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

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

11.9999

NAV (Jan 24)

Fund Returns

Last 1Y

3.3%

Last 3Y

5.2%

Last 5Y

NA

Last 10Y

NA

Since Inception

5.6%

6 Month CAGR

1.5%

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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

5230.461

ISIN

INF846K01G23

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Aditya Pagaria

Fund Manager

user-avatar

Sachin Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,318 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.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    18.6%

    13.2%

    25.1%

    19%

    4.1%

    6.7%

    3.5%

    5.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    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 5.6% 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 24/01/2022 is ₹12.00 with the total AUM as of 25/01/2022 is ₹5230.461. 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 Low to 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 3.3% 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)?

    What is the minimum sip amount of Axis Ultra Short Term Fund (G)?

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    What is the expense ratio of the Axis Ultra Short Term Fund (G)?