DEBT•LOW DURATION FUND
Axis Ultra Short To Short Term Fund
3 Year return
7.45%
NAV on August 27, 2026
3490.9079
1D Returns
+0.7%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
12.36%₹445
Total Value ₹4,045
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹4,637.01 Cr.
Expense Ratio
0.37% (inclusive of GST)
Exit Load
Nil
Ratings
4
Ratings by other agencies
Value Research
4
Crisil
4
Morning Star
5
Tax Implications
Tax on gains as per your income tax bracket
Axis Mutual Fund Manager
AP
Aditya Pagaria
Fund Manager since Jul 2019
DS
Devang Shah
Fund Manager since Nov 2012
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
275
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| UTI Low Duration Fund | 7.2693% | 5 |
| HSBC Low Duration Fund | 7.8802% | 0 |
| Aditya Birla Sun Life Low Duration Fund | 7.3917% | 4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.5044%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.3429%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.3429%
Axis Treasury Advantage Fund, managed by Axis Mutual Fund, falls within the category of low duration debt funds, specifically targeting investments in various debt securities. This direct growth plan aims to provide stability and reasonable returns to investors seeking a lower risk investment avenue. The fund primarily invests in high-quality debt instruments, ensuring a balance between risk and potential income generation. The fund has an expense ratio that is lower than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors a low-risk investment avenue while focusing on generating regular income. Axis Treasury Advantage Fund Direct Plan Growth achieves this by investing predominantly in debt instruments issued by the government, corporate entities, and financial institutions. The fund aims to provide stable returns with lower volatility, making it suitable for conservative investors or those seeking to diversify their portfolio.
Key Features of The Fund
5-year return
6.6435%
Expense Ratio
0.37%
Fund Manager
Aditya Pagaria
Fund Size
₹4637.01 Cr.
Risk Profile
Moderately Low
Is This Scheme Right for Me?
If you're looking for a lower risk investment option that provides stability and regular income, Axis Treasury Advantage Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals aiming to generate income from their investments without exposing themselves to higher market volatility associated with equity investments. However, keep in mind that debt investments are subject to interest rate fluctuations and credit risks. Evaluate your investment goals and risk tolerance before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Ready to Invest? Start Your SIP Now!
Craft your ideal SIP plan effortlessly with our intuitive SIP return calculator, streamlining the process of initiating your SIP account. Enjoy a seamless account opening experience and embark on your investment journey with ease and assurance. With our support, you can navigate the complexities of investing with confidence, knowing that your financial goals are within reach.
FAQs
What is today's NAV of Axis Ultra Short To Short Term Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Ultra Short To Short Term Fund on August 27, 2026, is ₹3490.9079
What is the AUM of Axis Ultra Short To Short Term Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Ultra Short To Short Term Fund, is ₹4637.01 crore.
What is the expense ratio of Axis Ultra Short To Short Term Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Ultra Short To Short Term Fund is 0.37%
What are the returns of Axis Ultra Short To Short Term Fund since inception?
The Axis Ultra Short To Short Term Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Ultra Short To Short Term Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Ultra Short To Short Term Fund is ₹100.
How do I invest in Axis Ultra Short To Short Term Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Ultra Short To Short Term Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Ultra Short To Short Term Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Ultra Short To Short Term Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,045 in 3Y at 7.4496% returns
SIP Date1st of every month
Your next SIP Payment will be on 27 September 2026
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