Axis Short Duration Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 22-01-2010 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index A-II |
| TER: 0.89% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,641.27 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
30.8951
-0 (-0.01%)
7.63%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.02 |
| Sharpe Ratio | -0.17 |
| Alpha | 3.69 |
| Beta | 1.93 |
| Yield to Maturity | 7.03 |
| Average Maturity | 3.75 |
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 | 9.7 | 8.1 | 7.63 | 6.44 | 7.32 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.46 | 8.11 | 9.82 | 10.24 | 5.82 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.81 | 8.21 | 7.62 | 6.55 | 7.17 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.7 | 8.08 | 7.62 | 6.43 | 7.31 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.69 | 8.38 | 7.86 | 6.77 | 7.58 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.64 | 8.05 | 7.65 | 6.1 | 7.09 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.51 | 7.97 | 7.45 | 6.06 | 7.1 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 9.51 | 7.97 | 7.45 | 6.06 | 7.1 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 9.51 | 7.89 | 7.31 | 5.77 | 6.94 |
| Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option | 30-06-2010 | 9.5 | 8.01 | 7.58 | 6.23 | 7.15 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.97%
