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: 0.91% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,701.38 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

31.8266

7.5%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.04
Average Maturity 2.84

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 7.4 7.69 7.38 5.97 7.09
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.44 7.63 7.56 6.3 7.39
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 7.4 7.67 7.36 5.96 7.09
Nippon India Short Duration Fund-Growth Plan 01-12-2002 7.23 7.6 7.37 6.03 6.92
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.2 7.72 7.55 6.09 7.33
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 7.15 7.43 7.18 5.68 6.85
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 7.15 7.43 7.19 5.68 6.85
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 7.04 7.46 7.3 6.07 7.25
HSBC Short Duration Fund - Regular Growth 01-01-2013 7.04 7.27 7.03 5.5 6.66
Bandhan Short Duration Fund - Regular Plan - Growth 14-12-2000 6.93 7.38 7.19 5.69 6.82

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

100.06%

Scheme Documents

There are no scheme documents available

Feedback
Notification