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Axis Short Duration Fund - Retail Plan - Growth Option
Axis Short Duration Fund - Retail Plan - Growth Option
Category: Debt: Short Duration
Launch Date: 05-03-2010
Riskometer: Moderate
Asset Class
Fixed Income
Status
Open Ended Schemes
Fund Managers
Mr. Devang Shah, Mr. Aditya Pagaria
Investment Objective
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.
Benchmark
NIFTY Short Duration Debt Index A-II
Expense Ratio
0.9% As on (30-06-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
11,458.52 Cr As on (30-06-2025)
Nav Movement
RETURNS CALCULATOR for Axis Short Duration Fund - Retail Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Key Performance and Risk Statistics of Axis Short Duration Fund - Retail Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Short Duration Fund - Retail Plan - Growth Option | 1.02 | -0.19 | 3.66 | 1.92 | 6.8 | 2.7 |
| Debt: Short Duration | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% Government of India (14/08/2033) | 4.66 |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 3.65 |
| Net Receivables / (Payables) | 3.4 |
| Export Import Bank of India (20/03/2026) | 3.34 |
| Clearing Corporation of India Ltd | 2.91 |
| 6.61% Power Finance Corporation Limited (15/07/2028) | 2.61 |
| 7.53% National Bank For Agriculture and Rural Development (24/03/2028) | 2.31 |
| 7.56% REC Limited (31/08/2027) | 2.3 |
| 7.8% National Bank For Agriculture and Rural Development (15/03/2027) | 1.78 |
| 7.87% IndiGRID Infrastructure Trust (24/02/2027) | 1.68 |