Axis Ultra Short to Short Term Fund - Direct Plan has delivered 38.07% absolute return over the last 5 years.
The average return for Low Duration funds is 34.43% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 6.67% .
The fund currently owns more than 116 stocks.
The top 10 holdings account for 34.07% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.80% | 4.01% |
| 2 Year Return | 23.94% | 9.87% |
| 3 Year Return | 35.58% | 17.11% |
| 4 Year Return | 44.82% | 25.13% |
| 5 Year Return | 64.30% | 34.43% |
| 6 Year Return | 83.70% | 44.19% |
| 7 Year Return | 107.29% | 55.54% |
| Expense Ratio | 0.30% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.67%
|
||
| 2 |
3.94%
|
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| 3 |
3.77%
|
||
| 4 |
3.58%
|
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| 5 |
3.58%
|
||
| 6 |
3.57%
|
||
| 7 |
2.95%
|
||
| 8 |
2.05%
|
||
| 9 |
1.98%
|
||
| 10 |
1.98%
|
||
| 11 |
1.96%
|
||
| 12 |
1.87%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Axis Ultra Short to 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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