Axis Short Term Fund - Direct Plan has delivered 41.08% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is 694% GOVERNMENT OF INDIA 11 05 2036 with a portfolio weight of 4.67% .
The fund currently owns more than 202 stocks.
The top 10 holdings account for 26.59% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.86% | 3.96% |
| 2 Year Return | 24.98% | 10.60% |
| 3 Year Return | 36.28% | 18.11% |
| 4 Year Return | 47.11% | 26.83% |
| 5 Year Return | 72.32% | 36.25% |
| 6 Year Return | 89.83% | 46.67% |
| 7 Year Return | 119.05% | 59.31% |
| Expense Ratio | 0.32% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
4.67%
|
||
| 2 |
3.66%
|
||
| 3 |
3.32%
|
||
| 4 |
2.54%
|
||
| 5 |
2.54%
|
||
| 6 |
2.39%
|
||
| 7 |
2.13%
|
||
| 8 |
1.82%
|
||
| 9 |
1.82%
|
||
| 10 |
1.70%
|
||
| 11 |
1.55%
|
||
| 12 |
1.51%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Axis Short Term Fund - Direct Plan is managed by AXIS and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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