Axis Short Term Fund Retail Growth
Medium
Risk
Debt
Short Duration Fund
+
5.25
%
5.25
%
3Y annualised
+
0.05
%
0.05
%
1D
1M
6M
1Y
3Y
All
Fund size
8222
NAV:
Mar 7, 2024
27.4352
Sector
Tech
Type
Debt
Launched
Mar 2010
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
5.45
%
7.26% Govt Stock 2033
4.26
%
National Bank For Agriculture And Rural Development
3.35
%
7.18% Govt Stock 2037
3.18
%
Punjab National Bank
2.82
%
7.37% Govt Stock 2028
2.69
%
7.06% Govt Stock 2028
2.67
%
Small Industries Development Bank Of India
2.13
%
Bajaj Housing Finance Limited
1.87
%
Bharti Telecom Limited
1.83
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Short Term Fund Retail Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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