Axis Short Duration Fund - Regular Plan - Growth Option

Debt: Short Duration Open Ended Scheme
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NAV
₹ 30.3046 ₹ 0.1 (0.35 %)
as on 02-04-2025
Asset Size (AUM)
8,825.1 Cr
Launch Date
Jan 22, 2010
Invest in this scheme
Investment Objective
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 22, 2010
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7.56

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
-0.17 %
Expense Ratio
0.89%
Volatility
1.02 %
Fund House
Axis Mutual Fund
Fund Manager
Devang Shah, Aditya Pagaria
Key Features
Scheme description
This fund has low risk compared to any hybrid or equity funds. It invests in debt and money market instrumnets such that the macauley duration of the portfolio is between i year - 3 years. It is suitable for investors with low risk profile having investment horizon of 12 to 36 months.
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
NIL w.e.f., 28/08/2015 0.25% if redeemed/switched out within one month from date of allotment w.e.f. 17/09/2014. 0.50% if units are redeemed/switched out within 3 Months from the date of allotment w.e.f 22/04/2013. 0.50% if units are redeemed/switched out within 89 days from the date of allotment w.e.f 10/05/2013.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Asset allocation Not Available
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10866
FD₹ 10600
Profile
Credit Quality Porfolio (%)
Note: AAA includes A1, A includes A2, BBB includes A3.
Asset type not available for this scheme
Scheme Category % of Change
month-on-month
Duration
Maturity
YTM
Issuers data not available for this scheme
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 02-04-2025
Created with Highcharts 4.1.4ReturnsAxis Short Duration Fund - Regular Plan - Growth OptionNIFTY 3 YEAR SDLDebt: Short DurationYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch02.557.510

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Short Duration Fund - Regular Plan - Growth OptionNIFTY 3 YEAR SDLDebt: Short Duration201620172018201920202021202220232024202502.557.51012.5

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000125,0875,0879.46
Benchmark10,00010,13113117.81
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.66 7.92 6.71 6.47 7.2
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.72 7.92 9.0 7.97 5.75
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.74 8.18 6.91 6.76 7.49
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.66 7.89 6.69 6.46 7.2
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.64 7.85 6.43 6.17 6.98
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings