Axis Short Duration Fund - Regular Plan - Bonus Option

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF846K01NS1

NAV · 04-May-2020

₹22.3737

+0.60%

+3.70%

1Y (CAGR)

+9.61%

3Y (CAGR)

+7.60%

5Y (CAGR)

+8.07%

Since inception (CAGR)

+8.26%

NAV history

hover for values

Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

2.16%

Downside dev (3y)

2.05%

Max drawdown (3y)

-2.6%

Sharpe (3y)

0.51

SIP XIRR (3y)

+8.34%

SIP XIRR (5y)

+7.95%

Calendar-year returns

2015 +8.7%2016 +9.7%2017 +5.9%2018 +6.3%2019 +9.8%

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 ↗