Axis Ultra Short Duration Fund - Regular Plan Growth

Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Moderate Risk★★★★★ISIN INF846K01G23

NAV · 06-Jul-2026

₹15.6267

+0.98%

+3.05%

1Y (CAGR)

+5.86%

3Y (CAGR)

+6.61%

5Y (CAGR)

+5.78%

Since inception (CAGR)

+5.87%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

0.35%

Downside dev (3y)

0.18%

Max drawdown (3y)

-0.1%

Sharpe (3y)

0.31

SIP XIRR (3y)

+6.52%

SIP XIRR (5y)

+6.39%

Calendar-year returns

2020 +5.2%2021 +3.2%2022 +4.2%2023 +6.5%2024 +7.0%2025 +6.6%

Fund facts

Fund managerSachin Jain · Hardik Shah

AUM₹61,679 Cr

TER · AMFI officialDirect 0.40% · Regular 1.22% (2026-06-30)

Launch date27-Aug-2018

Plan typeOpen Ended · Debt

Min lumpsumRs. 5000 and in multiples of Re 1/- thereafter

Lock-inNone

Volatility0.41

AMCAxis Asset Management Co. Ltd.

Objective · The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.

scheme documents ↗