Axis Short Duration Fund - Regular Plan - Regular IDCW
Invest Now
Fund Manager: Mr. Devang Shah, Mr. Aditya Pagaria |
Debt: Short Duration |
NIFTY Short Duration Debt Index A-II
NAV as on 11-09-2025
AUM as on
Rtn ( Since Inception )
7.25%
Inception Date
Feb 12, 2015
Expense Ratio
0.91%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
1000
Risk Status
moderate
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.
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.14 | 4.79 | 8.62 | 7.45 | 6.13 | 7.23 |
| NIFTY 3 YEAR SDL | 1.88 | 3.75 | 8.48 | 6.7 | 6.7 | 7.94 |
| Debt: Short Duration | 0.95 | 4.38 | 8.0 | 7.22 | 6.08 | 6.77 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis Short Duration Fund - Regular Plan - Regular IDCW | 1,212.91 | 0.91 | 8.62 | 7.45 | 6.13 | 7.23 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 26.91 | 1.07 | 9.45 | 9.71 | 10.16 | 5.68 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 1,212.91 | 0.91 | 8.62 | 7.45 | 6.13 | 7.23 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 1,212.91 | 0.91 | 8.62 | 7.43 | 6.13 | 7.22 |
| Nippon India Short Duration Fund-Growth Plan | 892.15 | 0.96 | 8.32 | 7.36 | 6.22 | 7.06 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 1,621.9 | 0.85 | 8.26 | 7.33 | 5.9 | 7.0 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 1,621.9 | 0.85 | 8.26 | 7.33 | 5.9 | 7.0 |
| HDFC Short Term Debt Fund - Growth Option | 1,815.73 | 0.73 | 8.24 | 7.6 | 6.31 | 7.46 |
| ICICI Prudential Short Term Fund - Growth Option | 2,225.88 | 1.05 | 8.18 | 7.61 | 6.51 | 7.51 |
| HSBC Short Duration Fund - Regular Growth | 448.64 | 0.68 | 8.13 | 7.12 | 5.66 | 6.82 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 9.64 | 5.93 | 6.35 | 9.77 | 10.14 | 3.48 | 3.7 | 6.79 | 6.17 |
| S&P BSE India Bond Index | 10.84 | 11.77 | 3.96 | 3.03 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
|---|