Axis Short Duration Fund(IDCW)
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Business Overview
Axis Short Duration Fund (IDCW) is designed for investors seeking stable returns over a short to medium investment horizon. This fund primarily invests in debt and money market instruments, making it ideal for those looking to balance risk and reward. With a focus on liquidity and capital preservation, it caters to conservative investors and those needing regular income. Its professional management and strategic asset allocation ensure that your investments are in capable hands.
- Ideal for conservative investors
- Focus on short to medium investment horizons
- Invests in debt and money market instruments
- Aims for stable returns and capital preservation
- Managed by experienced professionals
- Offers regular income through IDCW option
Investment Thesis
Axis Short Duration Fund (IDCW) stands out due to its strong backing from the Axis Bank promoter group, ensuring credibility and stability. With the growing demand for digital services, this fund is well-positioned to capitalize on new opportunities. Its attractive valuation compared to peers makes it a compelling choice for investors seeking growth in a stable environment.
- Strong promoter group with Axis Bank backing ensures reliability.
- Significant growth potential in digital services sector.
- Attractive valuation compared to similar funds in the market.
- Focus on short-duration investments minimizes interest rate risks.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
- Stable returns in low-interest environment
- Diversification for fixed income portfolio
- Potential for capital appreciation
- Tax-efficient investment option
- Interest rate fluctuations
- Credit risk from bond issuers
- Market volatility impact
- Liquidity concerns during redemption
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10BusinessHighThe sector is stable but lacks significant growth drivers.
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10GrowthHighConsistent revenue growth but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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10BalanceHighStrong liquidity but moderate debt levels.
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7GovernanceHighPromoter holding is good, but some concerns over disclosures.
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5DriversGoodLimited growth catalysts identified.
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3TechnicalsLowWeak momentum and liquidity issues.