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Short Durationregulargrowth📊 NIFTY SHORT DURATION DEBT INDEX A-II

Axis Short Duration Fund - Regular Plan - Growth Option

Axis Mutual Fund

#3 of 27 (1Y)

₹32.3087

0.03 (+0.09%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹32.3087

0.03 (+0.09%)

29 May 2026

AMFI: 112354

Direct · Growth

₹₹35.4161

0.03 (+0.09%)

29 May 2026

AMFI: 120510

Regular · IDCW

₹₹10.2211

0.01 (+0.09%)

29 May 2026

AMFI: 112722

Direct · IDCW

₹₹10.0190

0.01 (+0.09%)

29 May 2026

AMFI: 120511

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.23%
1 Month-0.37%
3 Months+0.33%
6 Months+1.31%
1 Year+4.21%
3 Years (CAGR)+6.81%
5 Years (CAGR)+5.93%
10 Years (CAGR)+6.89%
Since Inception (Jan 2010)+7.42%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.67%
3 Year SIP+6.49%
5 Year SIP+6.46%
Since Inception (Jan 2010)+7.16%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹98,000

Invested

₹1,82,446

Value today

7.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,228

Value today

7.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,80,000

Withdrawn

₹14,03,407

Corpus left

+₹13,83,407 net gain — withdrew ₹9,80,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,49,911

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,49,911 — a 1.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹88,266

Regular plan

₹85,290

Direct earns ₹2,976 more on a ₹60K investment0.50% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹11,412 Cr
Expense Ratio0.91%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY SHORT DURATION DEBT INDEX A-II
Launch Date25 Jan 2010
AMFI Code112354

Risk Metrics

Trailing 1 year, annualised

0.21

Sharpe Ratio

Alpha

Beta

0.22

Sortino

1.04%

Std Dev

-0.55%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Debt2 holdings · 3.1%
Security% NAV

National Bank For Agriculture and Rural Development (14/01/2027) **

INE261F16AD1

1.98%

Canara Bank (14/09/2026) **

INE476A16I42

1.16%
Other48 holdings · 60.2%
Security% NAV

7.48% National Bank For Agriculture and Rural Development (15/09/2028)

INE261F08EO7

3.59%

Siddhivinayak Securitisation Trust (28/09/2030) **

INE2I7F15012

2.51%

6.61% Power Finance Corporation Limited (15/07/2028)

INE134E08NS1

2.35%

7.87% IndiGrid Infrastructure Trust (24/02/2027) **

INE219X07454

2.28%

Jubilant Beverages Limited (31/05/2028) (ZCB) **

INE1D4O08012

2.04%

7.51% Small Industries Dev Bank of India (12/06/2028) **

INE556F08KU4

1.80%

7.1% National Bank For Agriculture and Rural Development (29/03/2029) **

INE261F08ET6

1.78%

7.24% Power Finance Corporation Limited (17/02/2031) **

INE134E08NZ6

1.77%

7.4% Bharti Telecom Limited (01/02/2029)

INE403D08298

1.53%

7.73% Embassy Office Parks REIT (14/12/2029) **

INE041007159

1.50%

7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)

INE128M08094

1.45%

8.55% Shriram Finance Limited (28/04/2028) **

INE721A07SP0

1.45%

Shivshakti Securitisation Trust (28/09/2029) **

INE2I7G15010

1.39%

India Universal Trust (20/09/2030) **

INE16J715035

1.38%

7.27% Tata Capital Housing Finance Limited (25/04/2028) **

INE033L07IN3

1.25%

7.68% Small Industries Dev Bank of India (10/08/2027) **

INE556F08KP4

1.24%

8.65% TVS Holdings Limited (07/06/2029) **

INE105A08022

1.21%

8.1% Tata Capital Housing Finance Limited (13/12/2028) **

INE033L07IB8

1.21%

8.46% Aditya Birla Capital Limited (26/02/2027) (FRN) **

INE860H07IX6

1.20%

8.52% Muthoot Finance Limited (07/04/2028) **

INE414G07JN3

1.20%

7.123% Tata Capital Housing Finance Limited (21/07/2027) **

INE033L07IO1

1.19%

7.99% Godrej Seeds & Genetics Limited (26/03/2029) **

INE316Z08063

1.18%

7.02% Bajaj Housing Finance Limited (26/05/2028) **

INE377Y07565

1.18%

7.99% Godrej Seeds & Genetics Limited (26/12/2028) **

INE316Z08055

1.18%

6.73% Power Finance Corporation Limited (15/10/2027) **

INE134E08NW3

1.18%

8.15% Godrej Industries Limited (22/11/2029) **

INE233A08147

1.14%

7.9611% HDB Financial Services Limited (05/01/2028) **

INE756I07FB6

1.14%

6.9% Government of India (15/04/2065)

IN0020250018

1.12%

09.15% Shriram Finance Limited (28/06/2029) **

INE721A07SD6

1.04%

7.89% Tata Capital Limited (26/07/2027)

INE306N07MX0

1.02%

Jubilant Bevco Limited (31/05/2028) (ZCB) **

INE1D4P08019

1.01%

8.40% Godrej Properties Limited (25/01/2028) **

INE484J08089

0.91%

8.37% Aadhar Housing Finance Limited (29/05/2028) **

INE883F07389

0.90%

7.7954% Reliance Life Sciences Private Limited (05/11/2027) ** #

INE11LM07031

0.90%

7.6937% Nexus Select Trust - REIT (28/05/2027) **

INE0NDH07043

0.90%

7.8% Tata Capital Housing Finance Limited (05/08/2027) **

INE033L07HU0

0.90%

6.66% Small Industries Dev Bank of India (25/10/2028) **

INE556F08KZ3

0.88%

Radhakrishna Securitisation Trust (28/09/2028) **

INE2I7H15018

0.87%

8.06% Summit Digitel Infrastructure Limited (29/01/2029) **

INE507T07120

0.85%

7.7165% Nexus Select Trust - REIT (14/06/2028) **

INE0NDH07035

0.84%

7.45% Bharti Telecom Limited (15/12/2028)

INE403D08280

0.83%

7.3763% Bajaj Finance Limited (26/06/2028)

INE296A07TJ4

0.83%

8.4% DLF Cyber City Developers Limited (18/06/2027) **

INE186K07098

0.77%

7.3% Bharti Telecom Limited (01/12/2027) **

INE403D08306

0.71%

7.6% Torrent Pharmaceuticals Limited (19/01/2029) **

INE685A07157

0.71%

7.25% RJ Corp Limited (08/12/2028) **

INE460K08053

0.66%

JTPM Metal Traders Limited (29/09/2028) (ZCB) **

INE02PE08036

0.62%

7.27% National Bank For Agriculture and Rural Development (23/02/2029) **

INE261F08ER0

0.60%

Performance Comparison

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Investment Objective

Axis Short Duration Fund - Regular Plan - Growth Option 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 Plan - Growth Option 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