Axis Short Duration Fund · Regular · Growth
NAV
₹32.9042
as of 13 Jul 2026
Expense Ratio
0.91%
AUM
₹11,412 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.69%
- 3Y
- +7.35%
- 5Y
- +6.31%
- Since Inception
- +7.50%
SIP returns (XIRR)
- 1Y
- +6.39%
- 3Y
- +7.28%
- 5Y
- +7.00%
- Since Inception
- +7.29%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,47,732 today — ₹6,00,000 invested, 6.8% XIRR.
₹6,00,000
Invested
₹8,47,732
Value today
6.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,96,233 today (7.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹11,14,601.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹1,52,674 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, annualised0.95
Sharpe Ratio
—
Alpha
—
Beta
1.05
Sortino
1.11%
Std Dev
-0.55%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 17.48% National Bank For Agriculture And Rural Development (15/09/2028)3.59%
- 2Siddhivinayak Securitisation Trust (28/09/2030) **2.51%
- 36.61% Power Finance Corporation Limited (15/07/2028)2.35%
- 47.87% Indigrid Infrastructure Trust (24/02/2027) **2.28%
- 5Jubilant Beverages Limited (31/05/2028) (Zcb) **2.04%
- 6National Bank For Agriculture And Rural Development (14/01/2027) **1.98%
- 77.51% Small Industries Dev Bank Of India (12/06/2028) **1.80%
- 87.1% National Bank For Agriculture And Rural Development (29/03/2029) **1.78%
- 97.24% Power Finance Corporation Limited (17/02/2031) **1.77%
- 107.4% Bharti Telecom Limited (01/02/2029)1.53%
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 ₹11,412 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