Axis Short Duration Fund - Regular Plan - Growth Option
Category: Debt: Short Duration
Launch Date: 22-01-2010
AUM:
₹ 9,436.1 Cr
Expense Ratio
0.9%
Benchmark
NIFTY Short Duration Debt Index A-II
ISIN
INF846K01644
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Devang Shah, Mr. Aditya Pagaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Short Duration Fund - Regular Plan - Growth Option | 9.43 | 7.67 | 6.09 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
31.2049
Last change
0.01 (0.041%)
Fund Size (AUM)
₹ 9,436.1 Cr
Performance
7.61% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Devang Shah, Mr. Aditya Pagaria
Riskometer
Moderate
Top 10 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 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Short Duration Fund Reg Gr | 6.09 |
| Bank of India Short Term Income Reg Gr | 10.1 |
| Axis Short Duration Fund Ret Gr | 6.08 |
| Nippon India Short Term Gr | 6.23 |
| Bandhan Bond Short Term Reg Gr | 5.81 |
| HDFC Short Term Debt Gr | 6.31 |
| SBI Short Horizon Debt Short Term RetGr | 5.78 |
| SBI Short Term Debt Reg Gr | 5.78 |
| Baroda BNP Paribas Short Duration Gr | 5.88 |
| ABSL Short Term Gr Reg | 6.45 |