Axis Short Term Monthly IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Short Term Monthly IDCW Reinvest Direct Plan

NAV
₹10.0516
+0.05%
(18 Apr)
AUM
7,797 Cr
TER
0.34%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.3%
+6.4%
+6.4%
+6.4%
+6.4%
3Y
+5.9%
+12.3%
+12.3%
+12.2%
+12.2%
5Y
+6.8%
+3.2%
+3.2%
+3.9%
+3.9%
ALL
+6.5%
+3.5%
+3.5%
+5.2%
+5.2%
VOL
2.9%
6.5%
6.5%
2.5%
2.5%
TER
0.3%
0.5%
0.5%
0.5%
0.5%
AUM
₹7,797 Cr
₹83 Cr
₹83 Cr
₹83 Cr
₹83 Cr
INFO
2.24
0.53
0.53
2.03
2.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis ST Monthly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
7.18% Govt Stock 2033
10.0%
National Bank For Agriculture And Rural Development - NCD & Bonds
5.3%
7.26% Govt Stock 2033
3.6%
Clearing Corporation Of India Ltd
3.4%
HDFC Bank Limited
3.0%
Punjab National Bank
2.1%
7.32% Govt Stock 2030
2.1%
Bajaj Housing Finance Limited - NCD & Bonds
2.0%
Small Industries Development Bank Of India - NCD & Bonds
1.9%
Shriram Finance Limited - NCD & Bonds
1.9%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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 manager(s)
Devang Shah
Aditya Pagaria

FAQs