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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 7.50 | 6.58 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.53 | 5.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Short Duration Fund | 8.66% | 6.60% | 8.16% |
ICICI Pru Short Term Fund | 8.60% | 7.14% | 8.54% |
Kotak Bond Short Term Fund | 8.71% | 6.39% | 8.04% |
HDFC Short Term Debt Fund | 8.70% | 6.52% | 8.06% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
8.77 %
Holdings
6.98 %
Holdings
6.06 %
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
68
Total AUM
₹ 3,17,564.11 Cr.
Devang Shah
AUM: ₹86,987.10 Cr.
|
Exp: 9yrs
Aditya Pagaria
AUM: ₹79,239.32 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%