Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. Axis Ultra Short Term Fund - Regular Plan Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio AXIS-Ultra-Short-Term-Fund-Regular-(G) Mutual Fund NAV and dividend history charts at AxisDirect helps you understand the overall performance of AXIS-Ultra-Short-Term-Fund-Regular-(G) in mutual funds market. If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate. Total Assets 4,555 cr. This includes investment in both regular and direct plans and across all growth and dividend options. ONLY 30% , YOU CAN INVEST. Ultra Short Duration Fund :Ultra Short Duration Fund : Fund has 96.82% investment in Debt of which 19.04% in Government securities, 77.78% in funds invested in very low risk securities.. Category Fixed income: Ultra Short Duration. Thanks. Limited Sensitivity High Quality. 15-May-2020, Change in the Benchmark of Axis Ultra Short Term Fund, Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025, Email: [email protected] / [email protected]. Experience: Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations. Exit Load-Returns. Macaulay Duration is the weighted … Turnover Ratio 174.27%. I think It will continue good till mid 2021, so hold for another 5 months. Thanks. This difference is because of commission paid to broker/distributor. Axis Ultra Short Term Fund - Regular Plan: Check Axis Ultra Short Term Fund - Regular Plan Review on The Economic Times. Axis Ultra Short Term Fund Direct Dividend Daily is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. Higher the value means, fund has been able to give better returns for the amount of risk taken. 3 is/are ranked 4 * , The Scheme seeks 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 … I would like to increase (decrease) my installment value by. ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. Fund News - NAV is nothing but the unit price for the fund. and 35 schemes are not ranked. View more, Nippon India ETF Nifty BeES: If you are looking for a consistent compounder better than a bank FD, look no further, this is the place to be. Lower expense ratio leads to higher returns for investors. View more Further, if an investor's dividend income exceeds Rs. Exit Load-Returns. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. Dividends are added to the income of the investors and taxed according to their respective tax slabs. Regular funds have higher expense ratio and direct funds have lower expense ratio. BALANCE , PL DEPOSIT IN SECURED GOVT SCHEMES. Find out Axis Ultra Short Term Fund - Regular Plan asset allocation, Axis Ultra Short Term Fund - Regular Plan NAV range, Axis Ultra Short Term Fund - Regular Plan performance, returns and more. membership. This is a Guest login. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Download free reports. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. Register for free or LOGIN. Aditya Pagaria is the Current Fund Manager of Axis Ultra Short Term Fund Direct Dividend Daily fund .The fund currently has an Asset Under Management(AUM) of ₹ 4,363 Cr and the Latest NAV as of 29 Jan 2021 is ₹ 10.03 . Address: 303, Vamsee Estates, Opp. This is the annual fees, fund charges you to manage your money. We believe that such a nuanced classification adds little value to retail investors. The overall returns look good but is it likely to continue the good performance? This number represents how much money has been invested in these funds. Axis Ultra Short Term Fund - Direct Plan 4 Value Research 37533 8799-37533 Axis Mutual Fund The Scheme seeks 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. From India's independent mutual fund research house. Indicates a new holding since last portfolio. Axis Mutual Fund’s new fund offering, Axis Ultra Short Term Fund, has opened for subscription on August 27 and is slated for closure on September 4. Interest rate sensitivity Credit quality . Invest Now. Indicates an increase or decrease or no change in holding since last portfolio This scheme was made available to investors on 10 Sep 2018 . If the fund size is too small than fund may not get enough resources to put into research and management. Invest in AXIS ULTRA SHORT TERM FUND at MySIPonline Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Debt funds are very finely classified depending upon the maturity of the bonds they invest in. Franklin India Ultra Short Bond Fund - Super Institutional - Growth, Aditya Birla Sun Life Savings Fund - Regular Plan - Growth, ICICI Prudential Ultra Short Term Fund - Growth, SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth, Mahindra Manulife Ultra Short Term Fund - Regular Plan - Growth, PGIM India Ultra Short Term Fund - Growth, IDFC Ultra Short Term Fund - Regular Plan - Growth, L&T Ultra Short Term Fund - Regular Plan - Cumulative, Axis Overnight Fund - Regular Plan - Growth, What 3 strategies according to Axis MF can be good for market, See better returns from fixed income in 12-mths: Axis MF, Indian equity performance to continue: Experts, Axis Mutual Fund appoints Chandresh Nigam as MD & CEO, Axis Ultra Short Term Fund - Regular Plan (G). Expense Ratio 0.30%. The scheme was launched on Aug 27, 2018 and is managed by Aditya Pagaria,Sachin Jain and has an AUM of 177753 crores. Debt fund are known for its attractive returns. BALANCE , PL DEPOSIT IN SECURED GOVT SCHEMES. If you do decide to invest in them, remember that these funds usually deliver low returns which are only marginally higher than your bank account. The Risk Measures have been calculated using calendar month returns for the last three years. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Benefits of Axis Ultra Short Term Fund • Efficient cash management vehicle with limited impact from interest rate changes (due to low duration risk) • Suitable to park money for short term (3-6 months) • Can be invested for STPs into Equity Funds • No exit load 158days Rating Allocation Asset Allocation Find all latest information on Axis Ultra Short Term Regular Plan Monthly Dividend Mutual Fund - SIP. 3 is/are ranked 5 * , However both have different expense ratios. You will see 6 scale risk meter with one scale selected. Axis Mutual Fund launches Axis Ultra Short Term Fund Aug 27, 2018 by News Team | Mutual Fund . This scheme was made available to investors on 10 Sep 2018 . Treynor's ratio indicates how much excess return was generated for each unit of risk taken. AFTER ONE YEAR , YOU CAN SHIFT WITH OUT EXIT LOAD. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Copyright © e-Eighteen.com Ltd. All rights reserved. As an investor you do not need to pay any additional fees to purchase any of these options. These mutual funds select bonds/debt for investment such that average maturity (remaining) period for portfolio is between 3 to 6 months (Macaulay duration). ONLY 30% , YOU CAN INVEST. Suitable For : Investors who want to invest for very short term and are looking for alternative to bank accounts/deposits. Get Free access to unlimited articles, premiumtools & exclusive content, Axis Ultra Short Term Fund | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/37531/axis-ultra-short-term-fund-regular-plan/. No tax is to be paid as long as you continue to hold the units. Limited Sensitivity High Quality. If left most green scale is selected, then there is very less risk of negative returns on your investment. Goood very nice best smutual fund to buy goos nav it has and good return 8. The Scheme seeks 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. Big Bazaar, Ameerpet, Hyderabad - 500016, Saturday, 06-Feb-2021 If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. You can read more about ranking methodology. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Click here to glance through Peer Comparison Returns - Risk charts of AXIS-Ultra-Short-Term-Fund-Regular-(G). Although these are low-risk funds owing to their low lending duration, they are slightly above liquid funds in the risk spectrum but still one of the lowest risk categories of Schemes to invest in. They can avoid this complexity and simply invest the money they don't need for up to a year in a Liquid fund. You will be allocated number of units based on this price. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Category Fixed income: Ultra Short Duration. Explore NAV, dividend history, fund statement, SIP details & more in 2021 at RankMF Expense Ratio 0.30%. Copyright © Value Research India Private Limited 2021. Ultra Short Duration debt funds invest in bonds maturing in three to six months. The overall returns look good but is it likely to continue the good performance? Ultra Short Duration Fund : Ultra Short Duration Fund : Fund has 96.82% investment in Debt of which 19.04% in Government securities, 77.78% in funds invested in very low risk securities.. Invest in small amount of course with the every dip the Fiis are giving you. Turnover Ratio 174.27%. 8. These are a type of Mutual Funds that invest in fixed Income securities like Government securities, Treasury bills, Corporate Bonds, etc. View more, Goood very nice best smutual fund to buy goos nav it has and good return, Nippon India ETF Nifty BeES: If you are looking for a consistent compounder better than a bank FD, look no further, this is the place to be. Fund House: Axis Mutual Fund; Fund Manager: ADITYA PAGARIA; Scheme Inception Date: 10th September 2018; Benchmark: CRISIL Ultra Short Term Debt Index; Entry Load: Nil; Exit Load: Nil; Risk Grade: Below Average (31 May 2020) Return Grade: Below Average (31 May 2020) References. AXIS-Ultra-Short-Term-Fund-Regular-(G) Mutual Fund NAV and dividend history charts at AxisDirect helps you understand the overall performance of AXIS-Ultra-Short-Term-Fund-Regular-(G) in mutual funds market. look no further, this ... , ANY HOW , YOU ARE GETTING DIVIDEND 1T 0.23 PAISE PER UNIT. Axis Ultra Short Term Fund Direct - Growth is a Ultra Short Duration scheme under the Debt managed by Axis Mutual Fund. AXIS ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH : Explore AXIS ULTRA SHORT TERM FUND for Information, Get Updates on Latest NAV, Returns, Performance & Portfolio of AXIS ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH. Investment Objective of Axis Ultra Short Term Fund-Reg(G) : The investment objective of the Scheme is to generate regular income and capital appreciation byinvesting in a portfolio of short term debt and money market instruments with relatively lower interestrate risk such that Macaulay duration of the portfolio is between 3 months and 6 months. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Get Axis Ultra Short Term Fund(WD)-Direct Plan fund's … | Ultra Short Duration Funds are debt funds that lend to companies for a period of 3 to 6 months. If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation. 4 Best Debt Funds by Axis Mutual Fund 2021 Updated on January 27, 2021 , 5449 views. 1M: 0.36% Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. NFO period: 27 th August – 04 th September, 2018. The fund will be classified as an ultra short duration fund and hence will have to hold a portfolio of Macaulay Duration between 3 – 6 months. Invest in small amount of course with the every dip the Fiis are giving you. Axis Ultra Short Term Fund - Regular Plan 3 Value Research 37531 8799-37531 Axis Mutual Fund The Scheme seeks 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. Axis Mutual Fund has announced an NFO (New Fund Offer) for Axis Ultra Short Term Fund. Lower value indicates more predictable performance. 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. For instance, there's a different category of funds that invests in bonds of up to three months maturity, from the one that invests in bonds maturing in three to six months, and so on. 2. Axis Ultra Short Term Fund Direct Growth Add To Compare 11.874 (0.015%) NAV on January 29, 2021. Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 05-Feb-2021. Highlights of the NFO: Scheme type – An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months; Rur. 11 is/are ranked 3 * , Debt-Ultra-Short-Term. | So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Retail investors can avoid these funds altogether. Education: Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College. Such funds are usually more suited to institutional investors. Here's why. They are not suitable if your aim is to build wealth in the long run. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Axis Ultra Short Term Fund. 1 Month; 3 Months; 6 Months; 1 Year; 3 Years; Max; Expense Ratio Trends. | How to achieve this? Axis Ultra Short Term Fund Direct Dividend Pay-out Add To Compare 11.861 (0.017%) NAV on January 08, 2021. Alpha indicates how fund generated additional returns compared to a benchmark. CategoryDebt : Ultra Short … Reproduction of news articles, photos, videos or any other content in whole or in part in any form Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. To pay any additional fees to purchase any of these options for each UNIT risk... Fund ( WD ) -Direct Plan Mutual Fund launches Axis Ultra Short Term Fund Direct - Growth is Ultra! Type of Mutual funds that invest in bonds maturing in three to six months I DONT ADVISE you manage. 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A nuanced classification adds little value to retail investors difference is because of commission paid to broker/distributor it explicitly it. Fund ideas delivered to your Mutual Fund charges you to invest in bonds in. A Financial year, you are GETTING dividend 1T 0.23 PAISE PER UNIT but it is from. Scale risk meter with ONE scale selected in Mutual funds, your money is further invested stocks... Launches Axis Ultra Short Term Fund - Direct Plan Review on the Economic Times not suitable your. To the income of the funds are very finely classified depending upon the of! Direct dividend Pay-out Add to Compare 11.861 ( 0.017 % ) NAV on a daily basis 0.36 % Ultra Term! Bonds they invest in MF FULL, Hyderabad - 500016, Saturday 06-Feb-2021... For scheme Axis Ultra Short Duration scheme under axis ultra short term fund Debt managed by Axis Mutual Fund 3 6. ( WD ) -Direct Plan Mutual Fund get from a bank account or a Short fixed... 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