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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,756.23 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

31.2392

7.57%

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 1.02
Sharpe Ratio -0.17
Alpha 3.69
Beta 1.93
Yield to Maturity 6.76
Average Maturity 2.89

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 8.66 8.1 7.46 6.13 7.21
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.46 8.15 9.68 10.2 5.68
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.66 8.08 7.45 6.12 7.21
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.52 8.03 7.39 6.24 7.05
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.4 8.15 7.65 6.36 7.46
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.35 7.81 7.33 5.89 6.99
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.35 7.81 7.33 5.89 6.99
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.27 7.88 7.37 6.49 7.37
HSBC Short Duration Fund - Regular Growth 01-01-2013 8.26 7.78 7.11 5.61 6.81
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 8.22 7.72 7.33 5.84 6.99

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

99.98%

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