Axis Short Duration Fund · Regular · Growth
NAV
₹32.6502
as of 17 Jun 2026
Expense Ratio
0.91%
AUM
₹11,412 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.34%
- 3Y
- +7.21%
- 5Y
- +6.18%
- Since Inception
- +7.48%
SIP returns (XIRR)
- 1Y
- +5.64%
- 3Y
- +7.10%
- 5Y
- +6.86%
- Since Inception
- +7.26%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹98,500
Invested
₹1,84,424
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
₹3,254
Value today
7.5%
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
₹9,85,000
Withdrawn
₹14,09,710
Corpus left
+₹13,94,710 net gain — withdrew ₹9,85,000 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
₹1,51,123
Value today
1.5×
Multiple
Staying invested through that crash turned ₹1L into ₹1,51,123 — a 1.5× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.73
Sharpe Ratio
—
Alpha
—
Beta
0.83
Sortino
1.09%
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