logo
logo
Axis Money Market  Ann IDCW-R

Axis Money Market Ann IDCW-R

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation0.8%
Sharpe Ratio0.91
Beta1.43

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
HDFC Bank LimitedUtilities3.57%
Small Industries Dev Bank Of IndiaUtilities3.02%
HDFC Bank Ltd.Utilities2.44%
National Bank For Agriculture And Rural DevelopmentUtilities2.42%
National Bank For Agriculture And Rural DevelopmentUtilities2.31%
The Federal Bank LimitedUtilities2.31%
Panatone Finvest LimitedUtilities2.19%
Clearing Corporation Of India LtdUtilities2.14%
Small Industries Dev Bank Of IndiaUtilities2.06%
Punjab National BankUtilities2.06%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AP

Aditya Pagaria

Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

Team

60 years

Combined Team Experience

AUM

₹ 46,571 Cr

Assets Under Management

SJ
Sachin Jain
Co-Portfolio Manager

Mr. Sachin Jain has experience of 18 years. Manages 123 funds at Axis Asset Management Company Limited with an AUM of approximately ₹15,551 Cr Holds a B.Tech degree.

DS
Devang Shah
Co-Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.35%

iconRegulatory & Tax Information

INF846K01R61
verified
ISIN
DailyDealing Frequency
CRISIL Money Market A-I TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
Let's Chat