Ultra Short Durationregulargrowth
Axis Ultra Short Duration Fund - Regular Plan Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.22%
1 Month+0.38%
3 Months+1.25%
6 Months+2.60%
1 Year+6.00%
3 Years (CAGR)+6.57%
5 Years (CAGR)+5.57%
10 Years (CAGR)—
Since Inception (Sept 2018)+5.82%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.55%
3 Year SIP+6.39%
5 Year SIP+6.15%
Since Inception (Sept 2018)+5.79%
Fund Details
Fund HouseAxis Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹5,824 Cr
Expense Ratio1.20%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date12 Sept 2018
AMFI Code144759
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Ultra Short Duration Fund - Regular Plan Growth by Axis Mutual Fund is a Ultra 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 Ultra Short Duration category.
About This Fund
Axis Ultra Short Duration Fund - Regular Plan Growth is a Ultra Short Duration mutual fund offered by Axis Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹5,824 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.20%.
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