Submit

Axis Short Duration Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Debt: Short Duration
Launch Date: 22-01-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
TER: 0.89% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,825.1 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: NIL w.e.f., 28/08/2015 0.25% if redeemed/switched out within one month from date of allotment w.e.f. 17/09/2014. 0.50% if units are redeemed/switched out within 3 Months from the date of allotment w.e.f 22/04/2013. 0.50% if units are redeemed/switched out within 89 days from the date of allotment w.e.f 10/05/2013.
NAV as on 31-03-2025

30.1997

0.01 (0.0483%)

CAGR Since Inception

7.54%

Benchmark: 8.31%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.02
Sharpe Ratio -0.17
Alpha 3.69
Beta 1.93
Yield to Maturity 7.57
Average Maturity 3.61

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 8.27 7.76 6.6 6.41 7.18
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.33 7.79 8.92 7.91 5.73
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.39 8.04 6.81 6.7 7.47
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.29 7.71 6.34 6.11 6.96
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.27 7.74 6.59 6.4 7.17
Nippon India Short Term Fund-Growth Plan 01-12-2002 8.25 7.82 6.42 6.43 7.01
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.16 7.73 6.73 7.01 7.36
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.12 7.63 4.4 7.58 6.24
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.12 7.63 6.52 - -
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 8.07 7.9 7.17 6.89 7.47

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

Scheme Documents

February 2025

Monthly Portfolio Disclosure - February 2025

Feedback
Notification