Axis Short Duration Fund · Regular · Growth
NAV
₹32.9417
as of 31 Jul 2026
Expense Ratio
0.91%
AUM
₹8,705 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.50%
- 3Y
- +7.31%
- 5Y
- +6.27%
- Since Inception
- +7.48%
SIP returns (XIRR)
- 1Y
- +6.04%
- 3Y
- +7.13%
- 5Y
- +6.92%
- Since Inception
- +7.26%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,38,968 today — ₹5,95,000 invested, 6.8% XIRR.
₹5,95,000
Invested
₹8,38,968
Value today
6.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,95,140 today (6.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹11,12,427.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹1,52,848 today (1.53×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.64
Sharpe Ratio
—
Alpha
—
Beta
0.70
Sortino
1.14%
Std Dev
-0.55%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Axis Short Duration Fund - Regular Plan - Regular IDCW
- 17.7% Nuclear Power Corporation Of India Limited (21/03/2038) **3.71%
- 27.22% Small Industries Dev Bank Of India (10/04/2029) **3.36%
- 36.61% Power Finance Corporation Limited (15/07/2028) **3.03%
- 46.48% Government Of India (06/10/2035)2.89%
- 5Siddhivinayak Securitisation Trust (28/09/2030)2.57%
- 67.48% National Bank For Agriculture And Rural Development (15/09/2028)2.46%
- 7Jubilant Beverages Limited (31/05/2028) (Zcb) **2.13%
- 87.44% National Bank For Agriculture And Rural Development (17/07/2029)1.84%
- 97.87% Indigrid Infrastructure Trust (24/02/2027) **1.72%
- 107.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035) **1.51%
Investment Objective
Axis Short Duration Fund · Regular · Growth by Axis Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.
About This Fund
Axis Short Duration Fund · Regular · Growth is a Short Duration mutual fund offered by Axis Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹8,705 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SHORT DURATION DEBT INDEX A-II. The current expense ratio is 0.91%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations