Axis Short Term Fund · Regular · Growth
NAV
₹33.2236
as of 13 Nov 2026
Expense Ratio
0.95%
AUM
₹7,849 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.63%
- 3Y
- +7.10%
- 5Y
- +6.20%
- Since Inception
- +7.40%
SIP returns (XIRR)
- 1Y
- +4.92%
- 3Y
- +6.37%
- 5Y
- +6.60%
- Since Inception
- +7.14%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,37,255 today — ₹6,00,000 invested, 6.6% XIRR.
₹6,00,000
Invested
₹8,37,255
Value today
6.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,91,023 today (6.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹10,72,971.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹1,54,156 today (1.54×).
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-1.20
Sharpe Ratio
—
Alpha
—
Beta
-1.22
Sortino
1.12%
Std Dev
-0.55%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 16.94% Government Of India (11/05/2036)4.45%
- 27.7% Nuclear Power Corporation Of India Limited (21/03/2038) **4.04%
- 3Siddhivinayak Securitisation Trust (28/09/2030) **2.74%
- 47.22% Small Industries Dev Bank Of India (10/04/2029)2.65%
- 56.61% Power Finance Corporation Limited (15/07/2028) **2.65%
- 6Hdfc Bank Limited (15/01/2027)2.64%
- 77.62% National Bank For Agriculture And Rural Development (31/01/2028) **2.41%
- 8Hdfc Bank Limited (05/03/2027)1.96%
- 97.87% Indigrid Infrastructure Trust (24/02/2027) **1.89%
- 107.87% Bajaj Housing Finance Limited (04/08/2036) **1.63%
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 ₹7,849 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 0.95%.