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: 0.9% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 8,708.16 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
32.9276
-0.01 (-0.0316%)
7.5%
Benchmark: 8.09%
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
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 | 7.92 |
| 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 | 5.77 | 7.65 | 7.46 | 6.35 | 7.02 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 6.06 | 7.56 | 7.54 | 6.66 | 7.27 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 5.77 | 7.65 | 7.45 | 6.34 | 7.02 |
| Bandhan Short Duration Fund - Regular Plan - Growth | 14-12-2000 | 5.76 | 7.56 | 7.43 | 6.13 | 6.8 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 5.68 | 7.52 | 7.52 | 6.42 | 7.24 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 5.6 | 7.38 | 7.28 | 6.37 | 7.09 |
| MahIndra Manulife Short Duration Fund - Regular Plan - Growth | 23-02-2021 | 5.55 | 7.11 | 7.05 | 5.85 | - |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 5.51 | 7.51 | 7.37 | 6.24 | 6.82 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 5.28 | 7.26 | 7.13 | 5.87 | 6.62 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 5.25 | 7.26 | 7.14 | 6.09 | 6.73 |
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
100.0%
