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Mar 02, 2026


Category

Debt

AUM (Cr.)

11,708.64

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

0.91

Sharpe Ratio

34.21

Beta Ratio

0.00

Fund Manager

Devang Shah

Inception Date

Jan 22, 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-M) 0.24 2.36 7.69 7.44 6.09 7.52
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.77 2.74 7.05 7.26 6.13 6.91
Category Rank 11/8 13/8 5/8 8/8 5/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Groww Short Duration Fund (G) 2,153.3264 0.06 6.95 6.50 5.03 98.73 1.00 500.00 invest
Groww Short Duration Fund (IDCW-M) 1,025.7631 0.06 7.45 6.29 4.80 98.73 1.00 500.00 invest
Groww Short Duration Fund (IDCW-F) 1,019.4295 0.06 6.61 6.17 4.80 98.73 1.00 500.00 invest
HDFC Short Term Debt Fund (G) 33.2881 0.06 7.47 7.75 6.40 17,416.20 0.70 100.00 invest
DSP Short Term Fund (IDCW-M) 11.6093 -0.71 6.12 6.96 5.58 3,690.33 0.94 100.00 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 Feb 15, 2026 730.49 6.27 -25.25
Corporate Debts-Power Fin.Corpn. Feb 15, 2026 700.60 6.02 -3.09
Corporate Debts-S I D B I Feb 15, 2026 566.23 4.86 0.28
Corporate Debts-Tata Cap.Hsg. Feb 15, 2026 538.73 4.63 -10.64
Certificate of Deposits-S I D B I Feb 15, 2026 517.79 4.45 83.53
Corporate Debts-Bharti Telecom Feb 15, 2026 385.30 3.30 0.41
Certificate of Deposits-Punjab Natl.Bank Feb 15, 2026 375.10 3.22 0.00
Corporate Debts-Muthoot Finance Feb 15, 2026 321.03 2.77 0.27
Corporate Debts-REC Ltd Feb 15, 2026 319.39 2.74 -31.17
Net CA & Others-Net CA & Others Feb 15, 2026 303.44 2.61 0.00

latest news

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

Axis Mutual Fund has announced 25 February 2026 as the record date for decl...

Feb 24, 2026 12:18

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Feb 03, 2026 10:27

Axis Mutual Fund Change in Minimum SIP Amount

Axis Mutual Fund has announced that the minimum application amount for the ...

Jan 30, 2026 12:06

Axis Mutual Fund hereby announces a change in Key Personnel. The details of the change are as under:

Notice is hereby given that Mr. Pranav Gupta has been appointed as Research...

Jan 22, 2026 11:26

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 January 2026 as the record date for decla...

Jan 17, 2026 10:26

Axis CRISIL IBX SDL June 2034 Debt Index Fund Merger into Axis Gilt Fund

Axis Mutual Fund has approved the merger of Axis CRISIL IBX SDL June 2034 D...

Dec 29, 2025 10:51

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Short Duration Fund (IDCW-M)
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