Axis Short Duration Fund - Regular Plan - Monthly IDCW

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF846K01651

NAV · 06-Jul-2026

₹10.1116

+0.59%

+0.42%

1Y (CAGR)

-0.39%

3Y (CAGR)

-0.32%

5Y (CAGR)

-0.17%

Since inception (CAGR)

+0.06%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

2.60%

Downside dev (3y)

4.13%

Max drawdown (3y)

-4.0%

Sharpe (3y)

-2.62

SIP XIRR (3y)

-0.51%

SIP XIRR (5y)

-0.34%

Calendar-year returns

2020 +0.5%2021 -0.9%2022 +0.1%2023 +0.1%2024 +0.1%2025 -1.6%

Fund facts

Fund managerDevang Shah · Aditya Pagaria

AUM₹87,341 Cr

TER · AMFI officialDirect 0.39% · Regular 0.91% (2026-06-30)

Launch date19-Jan-2010

Plan typeOpen Ended · Debt

Min lumpsumRetail Rs.5000 Institutional Rs.1 Crore

Lock-inNone

Volatility1.47

AMCAxis Asset Management Co. Ltd.

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.

scheme documents ↗