- Mutual Funds
- Axis Mutual Fund
- Axis Short Duration Fund Regular Growth
Axis Short Duration Fund Regular Plan Growth
₹ 29.1274
NAV (Oct 15)
Short Term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.1274
NAV (Oct 15)
Fund Returns
Last 1Y | 8.3% |
Last 3Y | 5.8% |
Last 5Y | 6.5% |
Last 10Y | 7.3% |
Since Inception | 7.5% |
6 Month CAGR | 4.3% |
Scheme Information
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.
Expense Ratio | 0.89 |
Launched (0y ago) | 0.89 |
AUM in Crores | 9341.5 |
ISIN | INF846K01644 |
Lock-in | - |
Benchmark | NIFTY Short Duration Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1 |
Beta | 2 |
Sharpe Ratio | -0.2 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Short Duration Fund (G) | 8,56,452 | 1,23,840 | 6.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
8.5%GOI
7%GOI
6.4%GOI
4.8%National Bank For Agriculture & Rural Development
3%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Short Duration Fund Regular Plan Growth Review
Axis Short Duration Fund Regular Plan Growth is a Short Term Debt fund and has delivered an annualised return of 7.522% over a period of 14 years. The fund is managed by Axis Mutual Fund. The fund managers are Aditya Pagaria, Devang Shah.
Nav of Axis Short Duration Fund as of 10/15/2024 is ₹29.13 with the total AUM as of 10/16/2024 is ₹9341.541504. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Duration Fund was launched on 2010-01-22. The category risk of the fund is Average.
The minimum SIP amount for Axis Short Duration Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Short Duration Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Short Duration Debt Index A-II.
It is rated as a 3 fund in Debt and delivered 8.316% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Duration Fund.
Frequently Asked Questions
What is Axis Short Duration Fund?
How to invest in Axis Short Duration Fund?
You can invest in Axis Short Duration Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Short Duration Fund?
The minimum sip amount for Axis Short Duration Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Short Duration Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Short Duration Fund Regular Plan Growth?
The expense ratio of the Axis Short Duration Fund Regular Growth is 0.89% for regular plan.
What is the NAV of Axis Short Duration Fund?
Today's Axis Short Duration Fund Regular Growth NAV is ₹29.13.