Axis Short Duration Fund - Regular Plan - Regular IDCW
Fund House: Axis Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 12-02-2015
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 12-06-2025
20.7123
-0.0153
CAGR Since Inception
7.31%
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 - Regular Plan - Regular IDCW | 9.58 | 7.65 | 6.4 | 7.32 | 7.31 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.18 | 7.47 | 6.35 | 6.88 | 7.03 |
Funds Manager
Mr. Devang Shah, Mr. Aditya Pagaria
RETURNS CALCULATORS for Axis Short Duration Fund - Regular Plan - Regular IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Short Duration Fund - Regular Plan - Regular IDCW
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Short Duration Fund - Regular Plan - Regular IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund Reg IDCW | 12-02-2015 | 9.58 | 8.11 | 7.65 | 6.4 | 7.32 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.34 | 8.11 | 9.86 | 10.24 | 5.83 |
| Nippon India Short Term Gr | 01-12-2002 | 9.63 | 8.17 | 7.64 | 6.49 | 7.17 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.58 | 8.11 | 7.65 | 6.4 | 7.32 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.58 | 8.09 | 7.63 | 6.39 | 7.32 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.46 | 8.33 | 7.87 | 6.73 | 7.55 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.45 | 8.06 | 7.68 | 6.07 | 7.08 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 9.33 | 7.87 | 7.32 | 5.75 | 6.92 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Short Duration Fund - Regular Plan - Regular IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund - Regular Plan - Regular IDCW | 1.02 | -0.17 | 3.69 | 1.93 | 6.83 | 3.23 |
| Debt: Short Duration | - | - | - | - | - | - |