Axis Short Term Fund · Regular · Growth
NAV
₹33.0383
as of 29 Sept 2026
Expense Ratio
0.93%
AUM
₹8,708 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.11%
- 3Y
- +7.13%
- 5Y
- +6.13%
- Since Inception
- +7.42%
SIP returns (XIRR)
- 1Y
- +5.01%
- 3Y
- +6.57%
- 5Y
- +6.65%
- Since Inception
- +7.17%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,41,729 today — ₹6,00,000 invested, 6.6% XIRR.
₹6,00,000
Invested
₹8,41,729
Value today
6.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,92,826 today (6.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹10,86,535.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹1,53,296 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, annualised-0.38
Sharpe Ratio
—
Alpha
—
Beta
-0.39
Sortino
1.12%
Std Dev
-0.55%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Axis Short Term Fund - Direct Plan - Growth Option
- 17.7% Nuclear Power Corporation Of India Limited (21/03/2038) **3.77%
- 26.94% Government Of India (11/05/2036)3.47%
- 37.22% Small Industries Dev Bank Of India (10/04/2029) **3.42%
- 4Siddhivinayak Securitisation Trust (28/09/2030) **2.61%
- 56.61% Power Finance Corporation Limited (15/07/2028) **2.47%
- 6Jubilant Beverages Limited (31/05/2028) (Zcb) **2.18%
- 77.4% Small Industries Dev Bank Of India (18/06/2031) **2.00%
- 87.71% Government Of India (18/05/2066)1.97%
- 97.44% National Bank For Agriculture And Rural Development (17/07/2029)1.88%
- 107.57% Lic Housing Finance Limited (23/11/2029)1.87%
What this fund does
Axis Short Term Fund · Regular · Growth by Axis Mutual Fund is a Short Term 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 Term category.
About This Fund
Axis Short Term Fund · Regular · Growth is a Short Term mutual fund offered by Axis Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹8,708 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 0.93%.