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Home Mf Research Axis Short Term Fund Retail Plan Growth
AXIS MUTUAL FUND

Axis Short Term Fund - Retail Plan - Growth

Debt Debt Short Duration
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-13)
30.58 -0.07%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-06 ₹1,000.00 ₹996.13
-0.39 %
Two Week 2025-05-29 ₹1,000.00 ₹999.99
0.00 %
One Month 2025-05-14 ₹1,000.00 ₹1,006.45
0.65 %
Three Months 2025-03-17 ₹3,000.00 ₹3,052.25
1.74 %
Six Months 2024-12-16 ₹6,000.00 ₹6,190.13
3.17 %
One Year 2024-06-13 ₹12,000.00 ₹12,653.92
5.45 %
Three Year 2022-06-14 ₹36,000.00 ₹40,906.83
13.63 %
Five Year 2020-06-15 ₹60,000.00 ₹71,836.06
19.73 %
Ten Year 2015-06-16 ₹120,000.00 ₹173,459.15
44.55 %
Since Inception 2010-03-02 ₹187,000.00 ₹340,169.09
81.91 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
7.18% Government of India (14/08/2033) - Debt 10.92
7.48% National Bank For Agriculture and Rural Development (15/09/2028) - Debt 3.83
7.8% National Bank For Agriculture and Rural Development (15/03/2027) - Debt 2.15
7.87% IndiGRID Infrastructure Trust (24/02/2027) - Debt 2.04
7.53% National Bank For Agriculture and Rural Development (24/03/2028) - Debt 1.88
7.79% Small Industries Dev Bank of India (14/05/2027) - Debt 1.61
6.65% Indian Railway Finance Corporation Limited (20/05/2030) - Debt 1.58
7.58% REC Limited (31/05/2029) - Debt 1.36
7.88% IndiGRID Infrastructure Trust (30/04/2029) - Debt 1.36
7.73% Embassy Office Parks REIT (14/12/2029) - Debt 1.35
8.95% Bharti Telecom Limited (04/12/2026) - Debt 1.34
6.33% Government of India (05/05/2035) - Debt 1.27
8.1% Tata Capital Housing Finance Limited (19/02/2027) - Debt 1.23
8.65% Bharti Telecom Limited (05/11/2027) - Debt 1.18
7.56% REC Limited (31/08/2027) - Debt 1.09
7.51% Small Industries Dev Bank of India (12/06/2028) - Debt 1.08
8.10% Godrej Industries Limited (22/05/2028) - Debt 1.07
7.71% REC Limited (26/02/2027) - Debt 1.07
8.65% TVS Holdings Limited (07/06/2029) - Debt 1.07
7.9611% HDB Financial Services Limited (05/01/2028) - Debt 1.07
8.52% Muthoot Finance Limited (07/04/2028) - Debt 1.06
7.43% Small Industries Dev Bank of India (31/08/2026) - Debt 1.06
7.123% Tata Capital Housing Finance Limited (21/07/2027) - Debt 1.06
6.61% Power Finance Corporation Limited (15/07/2028) - Debt 1.05
8.46% Aditya Birla Capital Limited (26/02/2027) (FRN) - Debt 1.05
6.79% Government of India (30/12/2031) - Debt 1.04
7.8445% Tata Capital Housing Finance Limited (18/09/2026) - Debt 1.04
8.15% Godrej Industries Limited (22/11/2029) - Debt 1.03
8.15% Godrej Properties Limited (03/07/2026) - Debt 1.01
7.86% Nexus Select Trust - REIT (16/06/2026) - Debt 1.01
7.47% Small Industries Dev Bank of India (05/09/2029) - Debt 0.97
7.44% Power Finance Corporation Limited (15/01/2030) - Debt 0.81
8.40% Godrej Properties Limited (25/01/2028) - Debt 0.81
7.86% Tata Capital Housing Finance Limited (21/09/2029) - Debt 0.81
7.79% Small Industries Dev Bank of India (19/04/2027) - Debt 0.81
8.19% Summit Digitel Infrastructure Limited (01/11/2026) - Debt 0.81
7.8% Tata Capital Housing Finance Limited (05/08/2027) - Debt 0.80
8.37% Aadhar Housing Finance Limited (29/05/2028) - Debt 0.80
7.6937% Nexus Select Trust - REIT (28/05/2027) - Debt 0.80
7.5519% HDB Financial Services Limited (04/04/2029) - Debt 0.79
8.06% Summit Digitel Infrastructure Limited (29/01/2029) - Debt 0.76
7.49% Small Industries Dev Bank of India (11/06/2029) - Debt 0.76
7.7165% Nexus Select Trust - REIT (14/06/2028) - Debt 0.75
7.2337% Bajaj Finance Limited (28/06/2027) - Debt 0.74
7.6% Kotak Mahindra Prime Limited (19/05/2028) - Debt 0.69
8.4% DLF Cyber City Developers Limited (18/06/2027) - Debt 0.69
7.04% Government of India (03/06/2029) - Debt 0.60
7.75% Mindspace Business Parks REIT (30/06/2026) - Debt 0.58
7.89% Summit Digitel Infrastructure Limited (30/04/2029) - Debt 0.54
7.45% Power Finance Corporation Limited (15/07/2028) - Debt 0.54
7.62% National Bank For Agriculture and Rural Development (31/01/2028) - Debt 0.54
7.75% Small Industries Dev Bank of India (10/06/2027) - Debt 0.54
7.59% REC Limited (31/05/2027) - Debt 0.54
8.75% Godrej Finance Limited (18/01/2027) - Debt 0.54
7.4% Summit Digitel Infrastructure Limited (28/09/2028) - Debt 0.53
7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035) - Debt 0.53
7.89% Tata Capital Limited (26/07/2027) - Debt 0.53
7.70% REC Limited (31/08/2026) - Debt 0.53
8.65% Muthoot Finance Limited (31/01/2028) - Debt 0.53
8.60% Muthoot Finance Limited (02/03/2028) - Debt 0.53
8.75% Shriram Finance Limited (05/10/2026) - Debt 0.53
7.65% HDB Financial Services Limited (10/09/2027) - Debt 0.53
7.82% LIC Housing Finance Limited (14/01/2026) - Debt 0.53
7.04% IndiGRID Infrastructure Trust (27/09/2028) - Debt 0.53
7.60% Poonawalla Fincorp Limited (28/05/2027) - Debt 0.53
8.68% Citicorp Finance India Limited (29/07/2026) (FRN) - Debt 0.53
7.98% Bajaj Housing Finance Limited (18/11/2027) - Debt 0.49
7.70% National Bank For Agriculture and Rural Development (30/09/2027) - Debt 0.48
6.50% Tata Capital Housing Finance Limited (15/06/2026) - Debt 0.47
7.1% Government of India (08/04/2034) - Debt 0.46
7.39% Andhra Pradesh State Development Loans (03/04/2030) - Debt 0.44
6.35% Power Finance Corporation Limited (30/06/2025) - Debt 0.39
7.7% Andhra Pradesh State Development Loans (08/03/2029) - Debt 0.33
8.78% Muthoot Finance Limited (20/05/2027) - Debt 0.32
8.15% Samvardhana Motherson International Limited (23/01/2026) - Debt 0.32
7.27% Tata Capital Housing Finance Limited (25/04/2028) - Debt 0.32
7.6% Andhra Pradesh State Development Loans (06/04/2029) - Debt 0.28
7.75% Power Finance Corporation Limited (11/06/2030) - Debt 0.28
7.38% Power Finance Corporation Limited (15/01/2032) - Debt 0.27
7.77% REC Limited (31/03/2028) - Debt 0.27
8.1% Bajaj Housing Finance Limited (08/07/2027) - Debt 0.27
7.68% Small Industries Dev Bank of India (10/09/2027) - Debt 0.27
9.233% Shriram Finance Limited (18/05/2027) - Debt 0.27
7.9265% LIC Housing Finance Limited (14/07/2027) - Debt 0.27
7.64% REC Limited (30/04/2027) - Debt 0.27
8.30% Godrej Properties Limited (19/03/2027) - Debt 0.27
7.77% Power Finance Corporation Limited (15/07/2026) - Debt 0.27
6.54% Rajasthan State Development Loans (18/11/2030) - Debt 0.27
7.07% LIC Housing Finance Limited (29/04/2030) - Debt 0.26
7.7201% LIC Housing Finance Limited (12/02/2026) - Debt 0.26
8.9% Bharti Telecom Limited (05/11/2034) - Debt 0.23
8.75% Bharti Telecom Limited (05/11/2028) - Debt 0.22
8.32% Torrent Power Limited (28/02/2027) - Debt 0.21
7.63% Power Finance Corporation Limited (14/08/2026) - Debt 0.21
8.2% TATA Realty & Infrastructure Limited (03/05/2026) - Debt 0.21
Government of India (05/08/2032) - Debt 0.17
Government of India (15/10/2032) - Debt 0.17
7.96% Embassy Office Parks REIT (27/09/2027) - Debt 0.16
8.95% Muthoot Finance Limited (03/05/2027) - Debt 0.16
6.76% Government of India (22/08/2027) - Debt 0.16
7.80% Mahanagar Telephone Nigam Limited (07/11/2033) - Debt 0.14
Government of India (22/10/2028) - Debt 0.13
5.85% REC Limited (20/12/2025) - Debt 0.12
7.54% Andhra Pradesh State Development Loans (11/01/2029) - Debt 0.11
7.68% Small Industries Dev Bank of India (09/07/2027) - Debt 0.11
9.02% Muthoot Finance Limited (14/07/2027) - Debt 0.11
8.30% Godrej Industries Limited (12/06/2026) - Debt 0.11
7.52% NHPC Limited (06/06/2025) - Debt 0.11
6.09% Power Finance Corporation Limited (27/08/2026) - Debt 0.10
Government of India (05/02/2027) - Debt 0.10
7.98% Bajaj Housing Finance Limited (09/09/2026) - Debt 0.10
Government of India (05/02/2028) - Debt 0.10
6.75% Government of India (23/12/2029) - Debt 0.09
8.85% Muthoot Finance Limited (20/12/2028) - Debt 0.08
8.18% Export Import Bank of India (07/12/2025) - Debt 0.07
5.50% Indian Oil Corporation Limited (20/10/2025) - Debt 0.07
9.20% Government of India (30/09/2030) - Debt 0.06
8.22% National Bank For Agriculture and Rural Development (13/12/2028) - Debt 0.06
8.44% HDFC Bank Limited (28/12/2028) - Debt 0.06
7.99% LIC Housing Finance Limited (12/07/2029) - Debt 0.05
6.69% Tamilnadu State Development Loans (23/09/2030) - Debt 0.05
7.8350% LIC Housing Finance Limited (11/05/2027) - Debt 0.05
7.7951% Bajaj Finance Limited (10/12/2027) - Debt 0.05
7.98% Karnataka State Development Loans (14/10/2025) - Debt 0.05
7.75% Small Industries Dev Bank of India (27/10/2025) - Debt 0.05
6.5% Power Finance Corporation Limited (17/09/2025) - Debt 0.05
8.02% Export Import Bank of India (29/10/2025) - Debt 0.05
6.67% Government of India (15/12/2035) - Debt 0.05
7.59% Government of India (11/01/2026) - Debt 0.05
6.64% Government of India (16/06/2035) - Debt 0.04
8.5% Cholamandalam Investment and Finance Company Ltd (30/01/2027) - Debt 0.04
5.45% NTPC Limited (15/10/2025) - Debt 0.04
7.37% Government of India (23/10/2028) - Debt 0.04
7.17% Government of India (17/04/2030) - Debt 0.04
7.34% Government of India (22/04/2064) - Debt 0.03
7.06% Government of India (10/04/2028) - Debt 0.03
8.1167% Bajaj Finance Limited (10/05/2027) - Debt 0.03
7.3% Government of India (19/06/2053) - Debt 0.03
7.17% West Bangal State Development Loans (02/03/2032) - Debt 0.03
8.15% Government of India (24/11/2026) - Debt 0.02
7.26% Government of India (14/01/2029) - Debt 0.02
7.53% Haryana State Development Loans (24/05/2027) - Debt 0.02
7.52% Uttar Pradesh State Development Loans (24/05/2027) - Debt 0.02
6.1% Government of India (12/07/2031) - Debt 0.02
4.7% Government of India (22/09/2033) - Debt 0.02
7.26% Government of India (06/02/2033) - Debt 0.02
7.38% Government of India (20/06/2027) - Debt 0.01
6.92% Government of India (18/11/2039) - Debt 0.01
6.79% Government of India (07/10/2034) - Debt 0.01
7.64% Food Corporation Of India (12/12/2029) - Debt 0.01
8.3324% HDB Financial Services Limited (10/05/2027) - Debt 0.01
6.79% Government of India (15/05/2027) - Debt 0.01
7.5% India Infradebt Limited (30/06/2025) - Debt 0.01
6.79% Government of India (26/12/2029) - Debt 0.01
8.20% Government of India (24/09/2025) - Debt 0.01
7.23% Tamilnadu State Development Loans (14/06/2027) - Debt 0.01
7.90% Bajaj Housing Finance Limited (28/04/2028) - Debt 0.01
8.3774% HDB Financial Services Limited (24/04/2026) - Debt 0.01
7.7954% Reliance Life Sciences Private Limited (05/11/2027) - - 0.80
India Universal Trust (20/09/2030) - Debt 1.31
Sansar Trust (25/06/2030) - Debt 0.74
India Universal Trust (21/11/2030) - Debt 0.53
Sansar Trust (25/04/2031) - Debt 0.53
India Universal Trust (21/11/2027) - Debt 0.45
India Universal Trust (20/07/2027) - Debt 0.33
Sansar Trust (17/03/2028) - Debt 0.24
India Universal Trust (20/09/2026) - Debt 0.08
Bank of Baroda (13/10/2025) - Debt 1.03
IndusInd Bank Limited (21/11/2025) - Debt 1.02
HDFC Bank Limited (26/09/2025) - Debt 0.52
Punjab National Bank (05/12/2025) - Debt 0.51
HDFC Bank Limited (24/03/2026) - Debt 0.10
SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 - Debt 0.26
Clearing Corporation of India Ltd - Debt 0.76
Net Receivables / (Payables) - - 4.73
SIP Calculator
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Devang Shah (19 years), Mr. Aditya Pagaria (16 years), Devang Shah (), Aditya Pagaria (),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹1,000.00
  • Type : debt
Exit load
Nil

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