Axis Short Duration Fund - Retail Plan - Growth Option
Category: Debt: Short Duration
Launch Date: 05-03-2010
AUM:
₹ 8,959.07 Cr
Expense Ratio
0.91%
Benchmark
NIFTY Short Duration Debt Index A-II
ISIN
INF846K01594
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Devang Shah, Mr. Aditya Pagaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Growth Option | 4.73 | 6.99 | 6.05 |
| 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
32.0706
Last change
0.09 (0.2925%)
Fund Size (AUM)
₹ 8,959.07 Cr
Performance
7.42% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund Manager
Mr. Devang Shah, Mr. Aditya Pagaria
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.48% National Bank For Agriculture and Rural Development 2028 | 3.33 |
| 6.68% Government of India | 2.65 |
| 6.48% Government of India | 2.51 |
| Siddhivinayak Securitisation Trust | 2.34 |
| NABARD | 2.22 |
| 7.22% Small Industries Dev Bank of India 2029 | 2.21 |
| Power Finance Corporation Limited | 2.19 |
| 7.87% IndiGrid Infrastructure Trust | 2.13 |
| Jubilant Beverages Limited | 1.9 |
| Clearing Corporation of India Ltd | 1.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Short Duration Fund Ret Gr | 6.05 |