Axis Short Duration Fund - Retail Plan - Growth Option
Fund House: Axis Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 05-03-2010
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 1000.0
Benchmark: NIFTY Short Duration Debt Index A-II
Total Assets: 9436.1 As on (30-05-2025)
Expense Ratio: 0.88% As on (31-05-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 11-06-2025
30.6256
-0.0187
CAGR Since Inception
7.6%
NIFTY Short Duration Debt Index A-II 8.31%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Growth Option | 9.69 | 7.67 | 6.41 | 7.32 | 7.6 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.27 | 7.5 | 6.36 | 6.89 | 7.03 |
Funds Manager
Mr. Devang Shah, Mr. Aditya Pagaria
RETURNS CALCULATORS for Axis Short Duration Fund - Retail Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Axis Short Duration Fund - Retail Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Short Duration Fund - Retail Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.69 | 8.13 | 7.67 | 6.41 | 7.32 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.42 | 8.16 | 9.88 | 10.24 | 5.83 |
| Nippon India Short Term Gr | 01-12-2002 | 9.73 | 8.21 | 7.67 | 6.52 | 7.18 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.69 | 8.15 | 7.68 | 6.42 | 7.33 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.56 | 8.38 | 7.9 | 6.74 | 7.56 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 9.43 | 7.92 | 7.36 | 5.77 | 6.93 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 9.41 | 7.98 | 7.48 | 6.03 | 7.11 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 9.41 | 7.98 | 7.48 | 6.03 | 7.11 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.41 | 8.07 | 7.67 | 6.07 | 7.08 |
| Baroda BNP Paribas Short Duration Gr | 30-06-2010 | 9.39 | 7.95 | 7.61 | 6.1 | 7.11 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Short Duration Fund - Retail Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Growth Option | 1.02 | -0.19 | 3.66 | 1.92 | 7.03 | 3.75 |
| Debt: Short Duration | - | - | - | - | - | - |