Axis Short Duration Fund - Direct Plan - Monthly IDCW

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF846K01EJ9

NAV · 06-Jul-2026

₹10.0914

+0.58%

+0.41%

1Y (CAGR)

-0.35%

3Y (CAGR)

+0.21%

5Y (CAGR)

+0.15%

Since inception (CAGR)

-0.04%

NAV history

hover for values

Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

2.44%

Downside dev (3y)

3.79%

Max drawdown (3y)

-2.5%

Sharpe (3y)

-2.58

SIP XIRR (3y)

+0.13%

SIP XIRR (5y)

+0.15%

Calendar-year returns

2020 +0.5%2021 -0.9%2022 +0.1%2023 +0.1%2024 +0.1%2025 -0.0%

Fund facts

Fund managerDevang Shah · Aditya Pagaria

AUM₹87,341 Cr

Expense ratio0.37% · 2026-05-31

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

Launch date19-Jan-2010

Plan typeOpen Ended · Debt

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility2.84

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 ↗