Axis Short Term Fund Overview
Category Short Duration Fund
BMSMONEY Rank 10
BMSMONEY Rating
Growth Option As On: 25-04-2024
NAV ₹27.95 (R) 0.0% ₹30.3 (D) 0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 6.42% 5.19% 6.64% 6.62% 7.29%
LumpSum Dir. P 7.03% 5.86% 7.33% 7.32% 8.04%
SIP Reg. P 6.78% 5.92% 5.12% 5.97% 6.55%
SIP Dir. P 7.35% 6.56% 5.78% 6.66% 7.26%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 25-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Short Term Fund - Retail Plan - Monthly IDCW 10.01
-0.0400
-0.4400%
Axis Short Term Fund - Direct Plan - Monthly IDCW 10.01
-0.0500
-0.4800%
Axis Short Term Fund - Regular Plan - Monthly IDCW 10.2
-0.0500
-0.4400%
Axis Short Term Fund - Retail Plan - Weekly IDCW 10.23
0.0000
0.0000%
Axis Short Term Fund - Direct Plan - Weekly IDCW 10.25
0.0000
0.0000%
Axis Short Term Fund - Regular Plan - Weekly IDCW 10.4
0.0000
0.0000%
Axis Short Term Fund - Direct Plan - Regular IDCW 18.54
0.0000
0.0000%
Axis Short Term Fund - Regular Plan - Regular IDCW 18.7
0.0000
0.0000%
Axis Short Term Fund - Retail Plan - Growth Option 27.63
0.0000
0.0000%
Axis Short Term Fund - Regular Plan - Growth Option 27.95
0.0000
0.0000%
Axis Short Term Fund - Direct Plan - Growth Option 30.3
0.0000
0.0000%

Review Date: March 28, 2024

The Short Duration Fund category has 21 funds. Performance of the Axis Short Term Fund has been analyzed on eight performance parameters. Out of eight return parameters, the fund has four return parameters in first quartile; whereas zero risk parameters (out of zero) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved tenth (out of 21 funds), which is ok rank in the Short Duration Fund category.
Our ranking method uses a composite performance score to rank funds in a category. The score incorporates the fund's return, risk, and risk adjusted performance of the last three years.

The Axis Short Term Fund has average return performance, as more than 50% 1 year and above return parameters are above average in Short Duration Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Axis Short Term Fund has given return of 0.7% in last one month which is very good as it is in the top quartile in Short Duration Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Axis Short Term Fund has given return of 2.02% in last three month which is very good as it is in the top quartile in Short Duration Fund.
  3. 1 Year Return%: The Axis Short Term Fund has given return of 7.31% in last one year which is very good as it is in the top quartile in Short Duration Fund. The one year return rank of Axis Short Term Fund is 6 in 21 funds. The investment of ₹ 10,000 in this fund would have become ₹ 10731.0 in one year.
  4. 3 Year Return%: The Axis Short Term Fund has given return of 5.3% in last three year which is poor as it is in the below average with return rank of 8 in 20 funds. in Short Duration Fund.
  5. 5 Year Return%: The Axis Short Term Fund has given return of 6.63% in last five year which is very good as it is in the top quartile with return rank of 4 in 19 funds. in Short Duration Fund.
  6. 1 Year SIP Return%: The Axis Short Term Fund has given return of -8.57% in last one year which is good as it is above average with return rank of 7 in 21 funds. in Short Duration Fund.
  7. 3 Year SIP Return%: The Axis Short Term Fund has given return of 4.25% in last three year which is poor as it is in the below average with return rank of 7 in 20 funds. in Short Duration Fund.
  8. 5 Year SIP Return%: The Axis Short Term Fund has given return of 5.36% in last five year which is good as it is above average with return rank of 7 in 19 funds. in Short Duration Fund.
    9. '
'

The Axis Short Term Fund has poor risk performance, as non of above risk paramerters are above average Short Duration Fund category. The details are provided below. '
    ' '
'

The Axis Short Term Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Short Duration Fund category. The details are provided below. '
    ' '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.41
0.39
0.00 | 0.49 10 | 21
Yes
No
No
3M Return % 1.71
1.52
0.00 | 1.93 5 | 21
Yes
Yes
No
6M Return % 3.84
3.50
0.00 | 3.98 5 | 21
Yes
Yes
No
1Y Return % 6.42
6.14
3.29 | 7.12 7 | 21
Yes
No
No
3Y Return % 5.19
5.46
3.80 | 11.75 8 | 20
No
No
No
5Y Return % 6.64
5.91
3.52 | 7.13 4 | 19
Yes
Yes
No
7Y Return % 6.62
6.03
4.19 | 6.97 4 | 17
Yes
Yes
No
10Y Return % 7.29
6.91
5.70 | 7.76 4 | 17
Yes
Yes
No
1Y SIP Return % 6.78
6.29
1.23 | 7.26 6 | 21
Yes
Yes
No
3Y SIP Return % 5.92
5.97
4.56 | 11.14 7 | 20
No
No
No
5Y SIP Return % 5.12
5.08
3.42 | 8.59 7 | 19
Yes
No
No
7Y SIP Return % 5.97
5.64
4.07 | 6.42 5 | 17
Yes
Yes
No
10Y SIP Return % 6.55
6.14
4.91 | 6.95 4 | 17
Yes
Yes
No
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.45 0.44 0.00 | 0.54 14 | 21
Yes
No
No
3M Return % 1.81 1.65 0.00 | 1.96 7 | 21
Yes
No
No
6M Return % 4.10 3.80 0.00 | 4.25 4 | 21
Yes
Yes
No
1Y Return % 7.03 6.80 3.29 | 7.77 9 | 21
Yes
No
No
3Y Return % 5.86 6.06 5.04 | 12.20 8 | 20
No
No
No
5Y Return % 7.33 6.57 4.00 | 7.91 5 | 19
Yes
Yes
No
7Y Return % 7.32 6.68 4.74 | 7.70 3 | 17
Yes
Yes
No
10Y Return % 8.04 7.60 6.39 | 8.54 3 | 17
Yes
Yes
No
1Y SIP Return % 7.35 6.93 1.25 | 7.79 8 | 21
Yes
No
No
3Y SIP Return % 6.56 6.60 4.91 | 11.64 6 | 20
No
No
No
5Y SIP Return % 5.78 5.70 4.64 | 9.06 7 | 19
Yes
No
No
7Y SIP Return % 6.66 6.25 4.92 | 7.19 5 | 17
Yes
Yes
No
10Y SIP Return % 7.26 6.79 5.78 | 7.75 3 | 17
Yes
Yes
No
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 0.0 ₹ 10000.0
1W 0.15 ₹ 10015.0 0.16 ₹ 10016.0
1M 0.41 ₹ 10041.0 0.45 ₹ 10045.0
3M 1.71 ₹ 10171.0 1.81 ₹ 10181.0
6M 3.84 ₹ 10384.0 4.1 ₹ 10410.0
1Y 6.42 ₹ 10642.0 7.03 ₹ 10703.0
3Y 5.19 ₹ 11639.0 5.86 ₹ 11862.0
5Y 6.64 ₹ 13789.0 7.33 ₹ 14242.0
7Y 6.62 ₹ 15659.0 7.32 ₹ 16395.0
10Y 7.29 ₹ 20216.0 8.04 ₹ 21677.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 6.7844 ₹ 12436.32 7.3468 ₹ 12472.104
3Y ₹ 36000 5.9241 ₹ 39388.68 6.5644 ₹ 39767.184
5Y ₹ 60000 5.1196 ₹ 68296.62 5.7835 ₹ 69446.64
7Y ₹ 84000 5.9681 ₹ 103859.112 6.6558 ₹ 106438.332
10Y ₹ 120000 6.5471 ₹ 168014.88 7.2629 ₹ 174430.2
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
25-04-2024 27.9495 30.3003
24-04-2024 27.9492 30.2995
23-04-2024 27.9509 30.301
22-04-2024 27.9357 30.2841
19-04-2024 27.9064 30.2509
18-04-2024 27.927 30.2729
16-04-2024 27.9142 30.2581
15-04-2024 27.9277 30.2722
12-04-2024 27.9078 30.2492
08-04-2024 27.9067 30.2462
05-04-2024 27.9067 30.2448
04-04-2024 27.9064 30.244
03-04-2024 27.8955 30.2317
02-04-2024 27.8881 30.2233
28-03-2024 27.8792 30.2113
27-03-2024 27.8505 30.1797
26-03-2024 27.8367 30.1643
22-03-2024 27.8226 30.1487
21-03-2024 27.8308 30.1571
20-03-2024 27.7992 30.1225
19-03-2024 27.7954 30.1179
18-03-2024 27.7943 30.1163
15-03-2024 27.7908 30.1122
14-03-2024 27.7916 30.1127
13-03-2024 27.7923 30.1129
12-03-2024 27.79 30.1101
11-03-2024 27.7888 30.1082
07-03-2024 27.7531 30.0685
06-03-2024 27.7397 30.0535
05-03-2024 27.7271 30.0393
04-03-2024 27.7237 30.0352
01-03-2024 27.7052 30.0139
29-02-2024 27.6942 30.0015
28-02-2024 27.6911 29.9976
27-02-2024 27.685 29.9906
26-02-2024 27.685 29.9901
23-02-2024 27.6632 29.9651
22-02-2024 27.663 29.9645
21-02-2024 27.6574 29.9579
20-02-2024 27.6426 29.9414
16-02-2024 27.6027 29.903
15-02-2024 27.6016 29.9013
14-02-2024 27.5822 29.8799
13-02-2024 27.5921 29.8901
12-02-2024 27.5896 29.8869
09-02-2024 27.5761 29.871
08-02-2024 27.5854 29.8806
07-02-2024 27.5828 29.8774
06-02-2024 27.5741 29.8674
05-02-2024 27.5683 29.8607
02-02-2024 27.5706 29.8619
01-02-2024 27.5472 29.8361
31-01-2024 27.5035 29.7883
30-01-2024 27.4865 29.7695
29-01-2024 27.48 29.7619
25-01-2024 27.4572 29.7354
24-01-2024 27.4512 29.7285
23-01-2024 27.4516 29.7285
19-01-2024 27.4257 29.6987
18-01-2024 27.427 29.6996
17-01-2024 27.4322 29.7048
16-01-2024 27.4296 29.7016
15-01-2024 27.4261 29.6972
12-01-2024 27.3932 29.6603
11-01-2024 27.3888 29.6552
10-01-2024 27.3835 29.649
09-01-2024 27.3729 29.637
08-01-2024 27.3624 29.6252
05-01-2024 27.3362 29.5955
04-01-2024 27.3371 29.596
03-01-2024 27.3354 29.5937
02-01-2024 27.3333 29.591
01-01-2024 27.333 29.5902
29-12-2023 27.3276 29.5831
28-12-2023 27.3053 29.5585
27-12-2023 27.3019 29.5544
26-12-2023 27.305 29.5573
22-12-2023 27.2821 29.5308
21-12-2023 27.2697 29.5169
20-12-2023 27.273 29.52
19-12-2023 27.2685 29.5146
18-12-2023 27.2678 29.5134
15-12-2023 27.2511 29.494
14-12-2023 27.2201 29.46
13-12-2023 27.1775 29.4135
12-12-2023 27.1655 29.4
11-12-2023 27.1635 29.3975
08-12-2023 27.1539 29.3858
07-12-2023 27.1597 29.3916
06-12-2023 27.1497 29.3803
05-12-2023 27.136 29.365
04-12-2023 27.1278 29.3557
01-12-2023 27.1056 29.3304
30-11-2023 27.1108 29.3356
29-11-2023 27.117 29.3419
28-11-2023 27.1015 29.3247
24-11-2023 27.0821 29.3019
23-11-2023 27.0913 29.3114
22-11-2023 27.0862 29.3054
21-11-2023 27.078 29.2961
20-11-2023 27.0856 29.3039
17-11-2023 27.0916 29.309
16-11-2023 27.0819 29.2982
15-11-2023 27.0785 29.2939
13-11-2023 27.0438 29.2555
10-11-2023 27.0249 29.2336
09-11-2023 27.034 29.243
08-11-2023 27.0261 29.2339
07-11-2023 27.0117 29.2179
06-11-2023 26.9958 29.2002
03-11-2023 26.9767 29.1781
02-11-2023 26.9646 29.1645
01-11-2023 26.9434 29.1411
31-10-2023 26.9411 29.1381
30-10-2023 26.9311 29.1268
27-10-2023 26.9238 29.1174
26-10-2023 26.9157 29.1081
25-10-2023 26.9131 29.1048
23-10-2023 26.8906 29.0794
20-10-2023 26.8862 29.0732
19-10-2023 26.8798 29.0658
18-10-2023 26.8877 29.0737
17-10-2023 26.8891 29.0748
16-10-2023 26.8825 29.0671
13-10-2023 26.8714 29.0536
12-10-2023 26.8672 29.0486
11-10-2023 26.8543 29.0341
10-10-2023 26.8312 29.0086
09-10-2023 26.8207 28.9968
06-10-2023 26.8246 28.9995
05-10-2023 26.8926 29.0725
04-10-2023 26.8723 29.05
03-10-2023 26.8769 29.0545
29-09-2023 26.8683 29.0432
27-09-2023 26.8791 29.0538
26-09-2023 26.8778 29.0519
25-09-2023 26.8745 29.0478
22-09-2023 26.8641 29.0351
21-09-2023 26.8674 29.038
20-09-2023 26.86 29.0296
18-09-2023 26.8492 29.0168
15-09-2023 26.8369 29.0021
14-09-2023 26.8556 29.0218
13-09-2023 26.8252 28.9885
12-09-2023 26.7884 28.9481
11-09-2023 26.7924 28.952
08-09-2023 26.7931 28.9513
07-09-2023 26.8033 28.9617
06-09-2023 26.7886 28.9453
05-09-2023 26.7922 28.9487
04-09-2023 26.7906 28.9465
01-09-2023 26.7789 28.9324
31-08-2023 26.7744 28.927
30-08-2023 26.766 28.9174
29-08-2023 26.7616 28.9122
28-08-2023 26.7534 28.9028
25-08-2023 26.727 28.8728
24-08-2023 26.727 28.8723
23-08-2023 26.7162 28.8601
22-08-2023 26.6972 28.8391
21-08-2023 26.6966 28.8379
18-08-2023 26.6815 28.8202
17-08-2023 26.6694 28.8066
14-08-2023 26.6794 28.8159
11-08-2023 26.6695 28.804
10-08-2023 26.6842 28.8193
09-08-2023 26.6754 28.8093
08-08-2023 26.6679 28.8007
07-08-2023 26.6649 28.7971
04-08-2023 26.643 28.7718
03-08-2023 26.6554 28.7848
02-08-2023 26.6637 28.7932
01-08-2023 26.6601 28.7888
31-07-2023 26.6423 28.7691
28-07-2023 26.6308 28.7551
27-07-2023 26.6546 28.7804
26-07-2023 26.6531 28.7782
25-07-2023 26.6415 28.7653
24-07-2023 26.6522 28.7763
21-07-2023 26.6361 28.7574
20-07-2023 26.6408 28.762
19-07-2023 26.6366 28.7569
18-07-2023 26.6341 28.7537
17-07-2023 26.6131 28.7306
14-07-2023 26.5996 28.7144
13-07-2023 26.5932 28.7071
12-07-2023 26.5622 28.6731
11-07-2023 26.5664 28.6771
10-07-2023 26.5391 28.6472
07-07-2023 26.5309 28.6368
06-07-2023 26.5343 28.64
05-07-2023 26.5438 28.6497
04-07-2023 26.5375 28.6425
03-07-2023 26.5297 28.6335
30-06-2023 26.5264 28.6285
28-06-2023 26.5297 28.6311
27-06-2023 26.5188 28.6188
26-06-2023 26.5162 28.6155
23-06-2023 26.5014 28.598
22-06-2023 26.5001 28.5961
21-06-2023 26.5039 28.5998
20-06-2023 26.5123 28.6083
19-06-2023 26.5092 28.6044
16-06-2023 26.4941 28.5866
15-06-2023 26.4903 28.5821
14-06-2023 26.491 28.5824
13-06-2023 26.4907 28.5815
12-06-2023 26.4847 28.5746
09-06-2023 26.4733 28.5607
08-06-2023 26.4821 28.5697
07-06-2023 26.4956 28.5839
06-06-2023 26.4918 28.5792
05-06-2023 26.4782 28.564
02-06-2023 26.4725 28.5565
01-06-2023 26.4695 28.5526
31-05-2023 26.4545 28.5361
30-05-2023 26.4443 28.5245
29-05-2023 26.4388 28.5181
26-05-2023 26.4349 28.5124
25-05-2023 26.4308 28.5075
24-05-2023 26.4299 28.506
23-05-2023 26.4249 28.5002
22-05-2023 26.4348 28.5103
19-05-2023 26.3978 28.4689
18-05-2023 26.3938 28.4642
17-05-2023 26.3857 28.455
16-05-2023 26.3754 28.4433
15-05-2023 26.3593 28.4255
12-05-2023 26.3462 28.4098
11-05-2023 26.3287 28.3903
10-05-2023 26.3218 28.3824
09-05-2023 26.3226 28.3827
08-05-2023 26.3235 28.3832
04-05-2023 26.3077 28.3641
03-05-2023 26.3044 28.36
02-05-2023 26.2767 28.3296
28-04-2023 26.2641 28.314
27-04-2023 26.2622 28.3114
26-04-2023 26.2539 28.3019
25-04-2023 26.2427 28.2893

Fund Launch Date: 19/Jan/2010
Fund Category: Short Duration Fund
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 Description: An Open Ended Short Term Debt Scheme Investing In Instruments Such That The Macaulay Duration Of The Portfolio Is Between 1 Year To 3 Years
Fund Benchmark: NIFTY Short Duration Debt Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.