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Axis Short Duration Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.36 | 7.52 | 6.82 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 7.55 | 5.93 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Short Duration Debt Index |
About Short Duration Fund
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Peers & Comparison
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Short Duration Fund(IDCW) | 9.01% | 6.73% | 7.08% |
| ICICI Pru Short Term Fund(M-IDCW Payout) | 0.09% | 0.06% | 0.51% |
| Kotak Bond Short Term Fund(IDCW) | 8.96% | 4.85% | 6.77% |
| HDFC Short Term Debt Fund(IDCW-Reinv) | 1.25% | 2.38% | 6.44% |
Price Comparison
Compare Axis Short Duration Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 6.79% Government of India (07/10/2034)3M change : 10.15 %|
Holdings
10.15 %
10.15 % - 7.1% Government of India (08/04/2034)3M change : 3.33 %|
Holdings
6.37 %
3.33 % - 7.32% Government of India (13/11/2030)3M change : -5.72 %|
Holdings
5.07 %
-5.72 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
69
Total AUM
₹ 3,15,677.98 Cr.
Fund Manager Profile
Devang Shah
AUM: ₹92,810.42 Cr.
|
Exp: 9yrs
Aditya Pagaria
AUM: ₹85,185.62 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%