Axis Short Duration Fund - Retail Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 05-03-2010 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index A-II |
| TER: 0.91% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,685.59 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
31.4405
0 (0.0137%)
7.52%
Benchmark: 8.21%
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 0 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 | -0.19 |
| Alpha | 3.66 |
| Beta | 1.92 |
| Yield to Maturity | 6.85 |
| Average Maturity | 3.06 |
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 - Retail Plan - Growth Option | 05-03-2010 | 8.03 | 8.18 | 7.58 | 5.99 | 7.16 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.03 | 8.2 | 7.59 | 6.0 | 7.17 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 7.98 | 8.01 | 7.71 | 6.34 | 7.47 |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 7.93 | 8.13 | 7.56 | 6.06 | 7.01 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 7.81 | 8.2 | 7.75 | 6.13 | 7.4 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 7.77 | 7.89 | 7.4 | 5.69 | 6.93 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 7.77 | 7.89 | 7.4 | 5.69 | 6.93 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 7.76 | 8.02 | 7.52 | 6.12 | 7.33 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 7.67 | 7.82 | 7.26 | 5.48 | 6.74 |
| TRUSTMF Short Duration Fund-Regular Plan-Growth | 06-08-2021 | 7.48 | 7.49 | 7.07 | - | - |
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
99.95%
