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Axis Short Duration Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Debt: Short Duration
Launch Date: 22-01-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
TER: 0.88% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,436.1 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 13-06-2025

30.9391

-0.02 (-0.0705%)

CAGR Since Inception

7.61%

Benchmark: 8.31%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 3 YEAR SDL
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.02
Sharpe Ratio -0.17
Alpha 3.69
Beta 1.93
Yield to Maturity 6.83
Average Maturity 3.23

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 9.44 8.06 7.65 6.38 7.31
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.22 8.05 9.88 10.22 5.83
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.49 8.12 7.64 6.47 7.16
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.44 8.04 7.63 6.37 7.31
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.34 8.28 7.89 6.71 7.55
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.32 8.01 7.74 6.06 7.07
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.19 7.9 7.45 6.0 7.09
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.19 7.9 7.45 6.01 7.09
HSBC Short Duration Fund - Regular Growth 01-01-2013 9.17 7.82 7.32 5.73 6.91
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 9.14 7.86 7.58 6.07 7.09

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.92%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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