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Axis Short Term Fund - Retail Plan - Growth Option

Category: Debt: Short Duration Launch Date: 05-03-2010
AUM:

₹ 7,541.09 Cr

Expense Ratio

0.89%

Benchmark

NIFTY Short Duration Debt Index B-II

ISIN

INF846K01594

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Devang Shah, Aditya Pagaria

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Short Term Fund - Retail Plan - Growth Option 7.2 5.11 6.75
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
27.3259
Last change
0.03 (0.1222%)
Fund Size (AUM)
₹ 7,541.09 Cr
Performance
7.46% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Fund Manager
Devang Shah, Aditya Pagaria
Riskometer
Moderate

Top 10 Holdings

Company Holdings (%)
7.18% GOI 14/08/2033 7.31
7.26% GOI 06/02/2033 5.75
7.06% GOI 10/04/2028 4.51
7.79% Small Industries Devp. Bank of India Ltd. 14/05/2027 2.32
7.18% GOI 24/07/2037 2.05
8.95% Bharti Telecom Ltd. 04/12/2026 2.0
9.25% Shriram Finance Ltd 19/12/2025 1.99
Hero FinCorp Ltd.% 19/07/2024 1.98
7.75% Small Industries Devp. Bank of India Ltd. 27/10/2025 1.92
Others 1.89

Sector Allocation

Sector Holdings (%)
Financial 37.69
Sovereign 27.34
N/A 22.12
Communication 5.07
Others 4.63
Construction 2.31
Automobile 0.59
Energy 0.25