• Mutual Funds
  • Axis Mutual Fund
  • Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Axis Ultra Short Term Fund Reg DR

Axis Mutual Fund

Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

DebtUltra Short

11.9475

NAV (Dec 06)

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

6,335 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

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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
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

11.9475

NAV (Dec 6)

Fund Returns

Last 1Y

3.2%

Last 3Y

5.5%

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low to Moderate Risk

Expense Ratio

1.18

Launched (3y ago)

Sep 10, 2018

AUM in Crores

6334.760

ISIN

INF846K01G80

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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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.

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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.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 31,118 cr

5

₹ 27,296 cr

5

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 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

    4.8%

    7.2%

    19.7%

    13.5%

    26.5%

    19.5%

    4.3%

    6.8%

    25.6%

    19.2%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    About Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Ultra Short Debt fund and has delivered an annualised return of 5.6% over a period of 3 years. The fund was previously known as Axis Ultra Short Term Fund Reg DR . The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Sachin Jain

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Sep 10, 2018. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-12-06 is ₹11.95. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹6334.76. The category risk of the Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Low to Moderate Risk. The fund charges 1.18 % as expense ratio.

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 77.9% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , 182 dtb 30122021 , 182 dtb 02122021 , reliance industries limited , 364 dtb 13012022 , reliance industries limited , 182 dtb 16122021 , 91 dtb 09122021 , housing development finance corporation limited , national bank for agriculture and rural development , 182 dtb 25112021 , housing development finance corporation limited , export-import bank of india , jamnagar utilities & power private limited , power finance corporation limited , birla group holdings private limited , 5.09% govt stock 2022 , 182 dtb 09122021 , indusind bank limited , indostar capital finance limited , rural electrification corporation limited , rural electrification corporation limited , national bank for agriculture and rural development , l&t finance limited , godrej industries limited , mahindra rural housing finance limited , 182 dtb 18112021 , tata capital financial services limited , jm financial products limited , bajaj housing finance limited , tvs credit services limited , vedanta limited , piramal enterprises limited (31/01/2022) ** , bharti telecom limited , piramal enterprises limited , ultratech cement limited , idfc first bank limited , infina finance private limited , icici securities limited , export-import bank of india , small industries development bank of india , national bank for agriculture and rural development , power finance corporation limited , l&t infrastructure finance company limited , national bank for agriculture and rural development , shriram transport finance company limited , rec limited , indusind bank limited , bahadur chand investments private limited , infina finance private limited , jm financial credit solutions limited , kotak mahindra investments limited , l&t finance limited , tata teleservices limited , net receivables / (payables) , tata realty and infrastructure limited , bharti telecom limited , housing development finance corporation limited , larsen and toubro limited , muthoot finance limited , indostar capital finance limited , 8.73% himanchal sdl 2022 , lic housing finance limited , tata motors finance limited , housing development finance corporation limited , national bank for agriculture and rural development , deutsche investments india private limited , kotak mahindra investments limited , indostar capital finance limited , g r infraprojects limited , l&t infrastructure finance company limited , g r infraprojects limited , food corporation of india , epl limited , tata motors finance limited , rural electrification corporation limited , housing development finance corporation limited , j.k.cement limited , 8.79% maharashtra sdl 2021 , 9.22% tamil nadu gs 2021 , cholamandalam investment and fin. co. ltd , tmf holdings limited , pune solapur expressways private limited , nirma limited , cholamandalam investment and fin. co. ltd , epl limited , first business receivables trust , lic housing finance limited , tata realty and infrastructure limited , muthoot finance limited , tata teleservices limited

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Sip

    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.

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    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 Ultra Short Duration Debt TR INR.

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) has a score of 2 on a scale of 5. The fund has a score of 3 out of 5 based on historical performance. As compared to the other funds in its category, Axis Ultra Short Term Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) has a score of 4out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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