Axis Short Duration Fund - Regular Plan - Growth Option

Category: Debt: Short Duration
Launch Date: 22-01-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 0.89% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,825.1 Cr As on (28-02-2025)
Turn over: -
NAV as on 09-04-2025

30.3942

0.04 (0.1263%)

CAGR Since Inception

7.57%

NIFTY Short Duration Debt Index A-II 8.31%

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

Scheme Performance (%)

Data as on - 09-04-2025

Yearly Performance (%)

Fund Managers

Devang Shah, Aditya Pagaria

Investment Objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
25-01-2010 10.01 9,990.71 1,00,000 0.0 %
25-02-2010 10.02 - 1,00,088 0.09 %
25-03-2010 10.07 - 1,00,572 0.57 %
26-04-2010 10.15 - 1,01,398 1.4 %
25-05-2010 10.19 - 1,01,838 1.84 %
25-06-2010 10.22 - 1,02,058 2.06 %
26-07-2010 10.23 - 1,02,206 2.21 %
25-08-2010 10.21 - 1,01,984 1.98 %
27-09-2010 10.26 - 1,02,465 2.46 %
25-10-2010 10.28 - 1,02,686 2.69 %
25-11-2010 10.32 - 1,03,137 3.14 %
27-12-2010 10.40 - 1,03,890 3.89 %
25-01-2011 10.47 - 1,04,609 4.61 %
25-02-2011 10.55 - 1,05,359 5.36 %
25-03-2011 10.62 - 1,06,092 6.09 %
25-04-2011 10.71 - 1,07,004 7.0 %
25-05-2011 10.77 - 1,07,612 7.61 %
27-06-2011 10.88 - 1,08,722 8.72 %
25-07-2011 10.98 - 1,09,666 9.67 %
25-08-2011 11.06 - 1,10,481 10.48 %
26-09-2011 11.12 - 1,11,127 11.13 %
25-10-2011 11.19 - 1,11,802 11.8 %
25-11-2011 11.26 - 1,12,452 12.45 %
26-12-2011 11.35 - 1,13,434 13.43 %
25-01-2012 11.43 - 1,14,230 14.23 %
27-02-2012 11.52 - 1,15,089 15.09 %
26-03-2012 11.56 - 1,15,524 15.52 %
25-04-2012 11.70 - 1,16,918 16.92 %
25-05-2012 11.77 - 1,17,592 17.59 %
25-06-2012 11.88 - 1,18,685 18.68 %
25-07-2012 12.01 - 1,19,978 19.98 %
27-08-2012 12.11 - 1,20,945 20.95 %
25-09-2012 12.24 - 1,22,244 22.24 %
25-10-2012 12.35 - 1,23,352 23.35 %
26-11-2012 12.41 - 1,23,951 23.95 %
26-12-2012 12.49 - 1,24,819 24.82 %
28-01-2013 12.61 - 1,25,994 25.99 %
25-02-2013 12.64 - 1,26,308 26.31 %
25-03-2013 12.75 - 1,27,422 27.42 %
25-04-2013 12.90 - 1,28,867 28.87 %
27-05-2013 13.06 - 1,30,462 30.46 %
25-06-2013 13.03 - 1,30,141 30.14 %
25-07-2013 12.83 - 1,28,177 28.18 %
26-08-2013 12.87 - 1,28,594 28.59 %
25-09-2013 13.06 - 1,30,471 30.47 %
25-10-2013 13.23 - 1,32,214 32.21 %
25-11-2013 13.29 - 1,32,772 32.77 %
26-12-2013 13.41 - 1,33,980 33.98 %
27-01-2014 13.52 - 1,35,106 35.11 %
25-02-2014 13.57 - 1,35,598 35.6 %
25-03-2014 13.72 - 1,37,042 37.04 %
25-04-2014 13.82 - 1,38,065 38.06 %
26-05-2014 13.96 - 1,39,493 39.49 %
25-06-2014 14.05 - 1,40,394 40.39 %
25-07-2014 14.15 - 1,41,369 41.37 %
25-08-2014 14.22 - 1,42,044 42.04 %
25-09-2014 14.34 - 1,43,241 43.24 %
27-10-2014 14.50 - 1,44,823 44.82 %
25-11-2014 14.63 - 1,46,191 46.19 %
26-12-2014 14.74 - 1,47,253 47.25 %
27-01-2015 14.92 - 1,49,012 49.01 %
25-02-2015 14.98 - 1,49,710 49.71 %
25-03-2015 15.06 - 1,50,419 50.42 %
27-04-2015 15.18 - 1,51,701 51.7 %
25-05-2015 15.25 - 1,52,359 52.36 %
25-06-2015 15.32 - 1,53,078 53.08 %
27-07-2015 15.45 - 1,54,344 54.34 %
25-08-2015 15.56 - 1,55,443 55.44 %
28-09-2015 15.65 - 1,56,393 56.39 %
26-10-2015 15.84 - 1,58,230 58.23 %
26-11-2015 15.90 - 1,58,896 58.9 %
28-12-2015 15.96 - 1,59,419 59.42 %
25-01-2016 16.04 - 1,60,298 60.3 %
25-02-2016 16.01 - 1,59,944 59.94 %
28-03-2016 16.28 - 1,62,625 62.62 %
25-04-2016 16.45 - 1,64,391 64.39 %
25-05-2016 16.53 - 1,65,182 65.18 %
27-06-2016 16.64 - 1,66,293 66.29 %
25-07-2016 16.82 - 1,68,084 68.08 %
25-08-2016 16.97 - 1,69,566 69.57 %
26-09-2016 17.12 - 1,71,054 71.05 %
25-10-2016 17.25 - 1,72,355 72.36 %
25-11-2016 17.58 - 1,75,663 75.66 %
26-12-2016 17.48 - 1,74,667 74.67 %
25-01-2017 17.67 - 1,76,491 76.49 %
27-02-2017 17.68 - 1,76,639 76.64 %
27-03-2017 17.75 - 1,77,307 77.31 %
25-04-2017 17.85 - 1,78,324 78.32 %
25-05-2017 17.95 - 1,79,305 79.31 %
27-06-2017 18.12 - 1,81,001 81.0 %
25-07-2017 18.24 - 1,82,261 82.26 %
28-08-2017 18.36 - 1,83,390 83.39 %
25-09-2017 18.41 - 1,83,887 83.89 %
25-10-2017 18.50 - 1,84,812 84.81 %
27-11-2017 18.55 - 1,85,308 85.31 %
26-12-2017 18.54 - 1,85,230 85.23 %
25-01-2018 18.61 - 1,85,934 85.93 %
26-02-2018 18.65 - 1,86,293 86.29 %
26-03-2018 18.79 - 1,87,698 87.7 %
25-04-2018 18.83 - 1,88,173 88.17 %
25-05-2018 18.83 - 1,88,136 88.14 %
25-06-2018 18.96 - 1,89,459 89.46 %
25-07-2018 19.09 - 1,90,706 90.71 %
27-08-2018 19.21 - 1,91,912 91.91 %
25-09-2018 19.17 - 1,91,475 91.47 %
25-10-2018 19.35 - 1,93,307 93.31 %
26-11-2018 19.51 - 1,94,921 94.92 %
26-12-2018 19.71 - 1,96,948 96.95 %
25-01-2019 19.84 - 1,98,207 98.21 %
25-02-2019 19.96 - 1,99,367 99.37 %
25-03-2019 20.17 - 2,01,503 101.5 %
25-04-2019 20.26 - 2,02,420 102.42 %
27-05-2019 20.49 - 2,04,720 104.72 %
25-06-2019 20.60 - 2,05,788 105.79 %
25-07-2019 20.84 - 2,08,169 108.17 %
26-08-2019 21.10 - 2,10,800 110.8 %
25-09-2019 21.14 - 2,11,193 111.19 %
25-10-2019 21.38 - 2,13,555 113.56 %
25-11-2019 21.57 - 2,15,469 115.47 %
26-12-2019 21.64 - 2,16,180 116.18 %
27-01-2020 21.80 - 2,17,808 117.81 %
25-02-2020 22.03 - 2,20,104 120.1 %
26-03-2020 21.55 - 2,15,345 115.35 %
27-04-2020 22.21 - 2,21,938 121.94 %
26-05-2020 22.63 - 2,26,098 126.1 %
25-06-2020 22.93 - 2,29,093 129.09 %
27-07-2020 23.21 - 2,31,920 131.92 %
25-08-2020 23.20 - 2,31,801 131.8 %
25-09-2020 23.32 - 2,32,950 132.95 %
26-10-2020 23.61 - 2,35,879 135.88 %
25-11-2020 23.76 - 2,37,356 137.36 %
28-12-2020 23.83 - 2,38,050 138.05 %
25-01-2021 23.81 - 2,37,911 137.91 %
25-02-2021 23.79 - 2,37,657 137.66 %
25-03-2021 23.84 - 2,38,220 138.22 %
26-04-2021 24.01 - 2,39,922 139.92 %
25-05-2021 24.16 - 2,41,331 141.33 %
25-06-2021 24.19 - 2,41,692 141.69 %
26-07-2021 24.30 - 2,42,790 142.79 %
25-08-2021 24.42 - 2,44,021 144.02 %
27-09-2021 24.53 - 2,45,079 145.08 %
25-10-2021 24.56 - 2,45,412 145.41 %
25-11-2021 24.62 - 2,45,987 145.99 %
27-12-2021 24.67 - 2,46,424 146.42 %
25-01-2022 24.73 - 2,47,107 147.11 %
25-02-2022 24.82 - 2,47,954 147.95 %
25-03-2022 24.90 - 2,48,745 148.75 %
25-04-2022 24.91 - 2,48,834 148.83 %
25-05-2022 24.80 - 2,47,790 147.79 %
27-06-2022 24.85 - 2,48,301 148.3 %
25-07-2022 25.01 - 2,49,892 149.89 %
25-08-2022 25.17 - 2,51,450 151.45 %
26-09-2022 25.16 - 2,51,399 151.4 %
25-10-2022 25.26 - 2,52,413 152.41 %
25-11-2022 25.46 - 2,54,367 154.37 %
26-12-2022 25.57 - 2,55,469 155.47 %
25-01-2023 25.71 - 2,56,907 156.91 %
27-02-2023 25.77 - 2,57,427 157.43 %
27-03-2023 25.97 - 2,59,411 159.41 %
25-04-2023 26.24 - 2,62,183 162.18 %
25-05-2023 26.43 - 2,64,062 164.06 %
26-06-2023 26.52 - 2,64,916 164.92 %
25-07-2023 26.64 - 2,66,167 166.17 %
25-08-2023 26.73 - 2,67,022 167.02 %
25-09-2023 26.87 - 2,68,495 168.5 %
25-10-2023 26.91 - 2,68,881 168.88 %
28-11-2023 27.10 - 2,70,763 170.76 %
26-12-2023 27.30 - 2,72,796 172.8 %
25-01-2024 27.46 - 2,74,317 174.32 %
26-02-2024 27.68 - 2,76,593 176.59 %
26-03-2024 27.84 - 2,78,108 178.11 %
25-04-2024 27.95 - 2,79,235 179.24 %
27-05-2024 28.19 - 2,81,658 181.66 %
25-06-2024 28.34 - 2,83,182 183.18 %
25-07-2024 28.55 - 2,85,196 185.2 %
26-08-2024 28.77 - 2,87,423 187.42 %
25-09-2024 28.99 - 2,89,606 189.61 %
25-10-2024 29.14 - 2,91,137 191.14 %
25-11-2024 29.30 - 2,92,683 192.68 %
26-12-2024 29.48 - 2,94,499 194.5 %
27-01-2025 29.70 - 2,96,690 196.69 %
25-02-2025 29.85 - 2,98,174 198.17 %
25-03-2025 30.07 - 3,00,399 200.4 %
09-04-2025 30.39 - 3,03,660 203.66 %

RETURNS CALCULATOR for Axis Short Duration Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Short Duration Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Short Duration Fund - Regular Plan - Growth Option 1.02 -0.17 3.69 1.93 7.57 3.61
Debt: Short Duration - - - - - -

PEER COMPARISION of Axis Short Duration Fund - Regular Plan - Growth Option

Amount :
Start :
End :
Period
Data as on - 09-04-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.88 7.87 6.88 6.69 7.22
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.96 7.9 9.17 8.24 5.77
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.94 8.13 7.1 7.04 7.49
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.88 7.84 6.87 6.69 7.22
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.85 7.75 6.66 6.36 6.99
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.84 7.84 7.0 7.28 7.41
Nippon India Short Term Fund-Growth Plan 01-12-2002 8.8 7.9 6.7 6.68 7.04
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.78 7.69 6.76 0.0 0.0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.78 7.69 6.76 7.89 6.29
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.7 7.67 6.67 6.42 7.0

PORTFOLIO ANALYSIS of Axis Short Duration Fund - Regular Plan - Growth Option

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Others

99.96%

Total

100%