Axis Short Duration Fund - Retail Plan - Weekly IDCW
Fund House: Axis Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 02-03-2010
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 1000.0
Benchmark: NIFTY Short Duration Debt Index A-II
Total Assets: 9019.72 As on (31-03-2025)
Expense Ratio: 0.89% As on (31-03-2025)
Turn over: 81.00% | 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.
NAV as on 25-04-2025
10.2339
-0.0065
CAGR Since Inception
6.36%
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 - Weekly IDCW | 9.47 | 7.08 | 6.6 | 6.12 | 6.36 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.14 | 6.88 | 6.5 | 6.82 | 7.0 |
Funds Manager
Devang Shah, Aditya Pagaria
RETURNS CALCULATORS for Axis Short Duration Fund - Retail Plan - Weekly 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 - Retail Plan - Weekly IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Short Duration Fund - Retail Plan - Weekly IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund Ret Wly IDCW | 02-03-2010 | 9.47 | 7.98 | 7.08 | 6.6 | 6.12 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 10.43 | 8.01 | 9.35 | 10.37 | 5.78 |
| Bandhan Bond Short Term Reg Gr | 14-12-2000 | 9.48 | 7.91 | 6.89 | 6.32 | 7.03 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 9.46 | 7.97 | 7.1 | 6.6 | 7.25 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 9.46 | 7.95 | 7.08 | 6.59 | 7.25 |
| Nippon India Short Term Gr | 01-12-2002 | 9.42 | 8.03 | 6.95 | 6.55 | 7.08 |
| HDFC Short Term Debt Gr | 05-06-2010 | 9.41 | 8.25 | 7.3 | 6.94 | 7.52 |
| ABSL Short Term Gr Reg | 09-05-2003 | 9.36 | 7.95 | 7.19 | 7.19 | 7.43 |
| Sundaram Short Duration Fund Gr | 01-01-2013 | 9.27 | 7.82 | 6.93 | 7.77 | 6.32 |
| Sundaram Short Duration Fund Reg Principal Units | 01-01-2013 | 9.27 | 7.82 | 6.93 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Short Duration Fund - Retail Plan - Weekly IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Weekly IDCW | 1.02 | -0.19 | 3.66 | 1.92 | 7.48 | 3.64 |
| Debt: Short Duration | - | - | - | - | - | - |