AXIS Ultra Short Term Fund

Debt · Ultra Short Duration
 · ★★★★
1,000
Min SIP
5,000
Min Lumpsum
0.31 %
Expense Ratio
★★★★
Rating
5,225
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.8% 5.2% - 6.3%
Category Average 14.1% 24.8% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
C C I
6.2%
JM Finan Serv
2.17%
Larsen & Toubro
2.14%
Bajaj Housing
2.14%
Stand.Char. Cap.
2.03%
Others
85.32%
Others
100%
Commercial Paper
26.91%
Corporate Debentures
26.79%
Certificate of Deposit
19.64%
T-Bills
13.61%
Govt Securities / Sovereign
7.23%
Others
5.83%

Advance Ratio

0.39
Alpha
0.16
SD
0.01
Beta
2.52
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.

Fund Managers

Aditya Pagaria

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,42,183 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS Ultra Short Term Fund ?

You can invest in AXIS Ultra Short Term Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Ultra Short Term Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Ultra Short Term Fund ?

The NAV of AXIS Ultra Short Term Fund is ₹13.3 as of 01 June 2023.

How to redeem AXIS Ultra Short Term Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Ultra Short Term Fund?

The minimum SIP amount of AXIS Ultra Short Term Fund is ₹1000

How much returns have AXIS Ultra Short Term Fund generated ?

The AXIS Ultra Short Term Fund has delivered 6.3% since inception

What is the expense ratio of AXIS Ultra Short Term Fund ?

The expense ratio of AXIS Ultra Short Term Fund is 0.31 % as of 01 June 2023.

What is the AUM of AXIS Ultra Short Term Fund?

The AUM of AXIS Ultra Short Term Fund is ₹2,42,183 Cr as of 01 June 2023

What are the top stock holdings of AXIS Ultra Short Term Fund?

The top stock holdings of AXIS Ultra Short Term Fund are
  1. C C I - 6.2%
  2. Canara Bank - 3.78%
  3. Canara Bank - 3.78%
  4. Larsen & Toubro - 3.25%
  5. S I D B I - 3.2%
Invest Now