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Dec 22, 2025


Category

Debt

AUM (Cr.)

12,691.89

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

0.91

Sharpe Ratio

55.21

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Jan 29, 2010

Risk Level

Moderate

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Short Duration Fund (IDCW-W) 0.1 2.66 8 7.64 6.04 7.83
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.05 2.37 7.4 7.17 5.87 6.91
Category Rank 9/8 10/8 5/8 8/8 6/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Short Term Debt Fund (IDCW) 19.5778 0.01 7.81 7.73 6.13 18,411.94 0.73 100.00 invest
HDFC Short Term Debt Fund (IDCW-F) 10.2023 0.01 7.78 8.42 6.54 18,411.94 0.73 100.00 invest
HDFC Short Term Debt Fund (G) 32.9459 0.01 7.81 7.72 6.12 18,411.94 0.73 100.00 invest
ICICI Pru Short Term Fund (G) 62.0189 0.00 8.00 7.71 6.34 23,701.83 1.06 5,000.00 invest
Aditya Birla SL Short Term Fund (IDCW) 14.6192 -6.02 7.73 7.46 6.09 11,363.45 1.00 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Corporate Debts-N A B A R D Dec 15, 2025 1,176.43 9.12 -0.45
Corporate Debts-Power Fin.Corpn. Dec 15, 2025 867.07 6.72 0.06
Corporate Debts-S I D B I Dec 15, 2025 860.07 6.68 -3.17
Govt. Securities-GSEC2035 6.48 Dec 15, 2025 769.08 5.96 365.94
Corporate Debts-Tata Cap.Hsg. Dec 15, 2025 606.20 4.70 13.78
Corporate Debts-REC Ltd Dec 15, 2025 543.74 4.22 -12.48
Net CA & Others-Net CA & Others Dec 15, 2025 492.97 3.82 183.29
Govt. Securities-GSEC2032 6.28 Dec 15, 2025 418.04 3.24 -1.59
Corporate Debts-Bharti Telecom Dec 15, 2025 410.81 3.18 139.20
Corporate Debts-IndiGrid Trust Dec 15, 2025 369.94 2.87 -0.45

latest news

Axis Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

Axis Mutual Fund has announced 26 December 2025 as the record date for decl...

Dec 23, 2025 10:23

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced the Ms. Karine Szenberg has been appointed a...

Dec 17, 2025 10:14

Axis Mutual Fund announces change in fund manager under its schemes

Axis Mutual Fund has announced change in fund manager under the following s...

Dec 06, 2025 10:36

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 28, 2025 11:03

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 15, 2025 10:46

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Nov 12, 2025 12:04

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Duration Fund (IDCW-W)
Contact Persone : Devang Shah
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com