Axis Short Duration Fund - Retail Plan - Weekly IDCW
Fund House: Axis Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 02-03-2010 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index A-II |
| TER: 0.89% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 8,825.1 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL w.e.f., 28/08/2015. 0.25% if redeemed/switched out within one month from date of allotment w.e.f. 17/09/2014. 0.50% if units are redeemed/switched out within 3 Months from the date of allotment w.e.f 22/04/2013. 0.50% if units are redeemed/switched out within 89 days from the date of allotment w.e.f 10/05/2013. |
10.2697
0.01 (0.1071%)
6.3%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.02 |
| Sharpe Ratio | -0.19 |
| Alpha | 3.66 |
| Beta | 1.92 |
| Yield to Maturity | 7.57 |
| Average Maturity | 3.61 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Weekly IDCW | 02-03-2010 | 8.29 | 7.82 | 6.65 | 6.42 | 6.03 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 9.33 | 7.84 | 14.15 | 7.94 | 5.74 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 8.39 | 8.12 | 6.83 | 6.74 | 7.47 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 8.3 | 7.76 | 6.37 | 6.14 | 6.97 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.27 | 7.84 | 6.62 | 6.43 | 7.19 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
