Axis Short Duration Fund Retail Growth

Debt
Short Duration
Moderate Risk
7.45%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹30.94
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹11,760.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (215)

NameSectorInstrumentAssets
Power Finance Corporation Ltd.
FinancialBonds2.55%
Canara Bank
FinancialCD2.54%
FinancialBonds2.48%
National Bank For Agriculture & Rural Development
FinancialBonds2.25%
REC Ltd.
FinancialDebenture2.02%
HDFC Bank Ltd.
FinancialCD1.75%
IndiGrid Infrastructure Trust
Capital GoodsDebenture1.64%
GOI
SovereignGOI Sec1.52%
Tata Capital Financial Services Ltd.
FinancialBonds1.51%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.50%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.30%
Tata Capital Housing Finance Ltd.
FinancialNCD1.28%
Union Bank of India
FinancialCD1.25%
GOI
SovereignGOI Sec1.14%
IndiGrid Infrastructure Trust
Capital GoodsDebenture1.09%
Embassy Office Parks REIT
ConstructionBonds1.09%
Bharti Telecom Ltd.
CommunicationDebenture1.09%
REC Ltd.
FinancialDebenture1.06%
L&T Metro Rail (Hyderabad) Ltd.
ConstructionNCD1.06%
Bajaj Housing Finance Ltd.
FinancialNCD1.06%
India Universal Trust AL1
OthersSec. Debt1.04%
Union Bank of India
FinancialCD1.00%
LIC Housing Finance Ltd.
FinancialDebenture1.00%
Tata Capital Housing Finance Ltd.
FinancialDebenture1.00%
Jubilant Beverages Ltd.
Consumer StaplesDebenture0.99%
Bharti Telecom Ltd.
CommunicationDebenture0.96%
HDB Financial Services Ltd.
FinancialNCD0.91%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.89%
FinancialDebenture0.89%
GOI
SovereignGOI Sec0.87%
Small Industries Devp. Bank of India Ltd.
FinancialBonds0.87%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.87%
Small Industries Devp. Bank of India Ltd.
FinancialBonds0.87%
TVS Holdings Ltd.
AutomobileDebenture0.86%
FinancialDebenture0.86%
FinancialDebenture0.86%
Small Industries Devp. Bank of India Ltd.
FinancialNCD0.86%
Aditya Birla Finance Ltd.
FinancialDebenture0.85%
LIC Housing Finance Ltd.
FinancialNCD0.85%
Power Finance Corporation Ltd.
FinancialBonds0.85%
Power Finance Corporation Ltd.
FinancialDebenture0.84%
Indusind Bank Ltd.
FinancialCD0.83%
Bank Of Baroda
FinancialCD0.83%
Maharashtra State
OthersSDL0.83%
Godrej Industries Ltd.
Consumer StaplesBonds0.82%
ConstructionNCD0.82%
ConstructionDebenture0.81%
National Bank For Agriculture & Rural Development
FinancialDebenture0.78%
GOI
SovereignGOI Sec0.68%
REC Ltd.
FinancialDebenture0.66%
Tata Capital Housing Finance Ltd.
FinancialDebenture0.66%
Godrej Properties Ltd.
ConstructionDebenture0.65%
Power Finance Corporation Ltd.
FinancialBonds0.65%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationNCD0.65%
Tata Capital Housing Finance Ltd.
FinancialDebenture0.65%
Aadhar Housing Finance Ltd
FinancialDebenture0.65%
Reliance Life Sciences Pvt Ltd.
HealthcareDebenture0.65%
Godrej Industries Ltd.
Consumer StaplesNCD0.65%
REC Ltd.
FinancialDebenture0.65%
Nexus Select Trust
ConstructionDebenture0.64%
Jubilant Bevco Ltd.
Consumer StaplesDebenture0.64%
HDFC Bank Ltd.
FinancialCD0.62%
HDFC Bank Ltd.
FinancialCD0.62%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture0.61%
Nexus Select Trust
ConstructionDebenture0.61%
Bajaj Finance Ltd.
FinancialDebenture0.60%
DLF Cyber City Developers Ltd.
ConstructionNCD0.55%
Sansar Trust
OthersSec. Debt0.52%
HDB Financial Services Ltd.
FinancialDebenture0.51%
ConstructionDebenture0.47%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture0.44%
FinancialBonds0.43%
FinancialBonds0.43%
REC Ltd.
FinancialDebenture0.43%
FinancialDebenture0.43%
REC Ltd.
FinancialBonds0.43%
FinancialBonds/Deb0.43%
Muthoot Finance Ltd.
FinancialDebenture0.43%
Muthoot Finance Ltd.
FinancialNCD0.43%
FinancialNCD0.43%
Power Grid Corporation Of India Ltd.
EnergyBonds/Deb0.43%
FinancialDebenture0.43%
FinancialBonds0.43%
National Bank For Agriculture & Rural Development
FinancialDebenture0.43%
FinancialFRB0.43%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.43%
IndiGrid Infrastructure Trust
Capital GoodsDebenture0.43%
FinancialDebenture0.43%
Sansar Trust
OthersSec. Debt0.43%
India Universal Trust AL1
OthersSec. Debt0.43%
Poonawalla Fincorp Ltd.
FinancialDebenture0.43%
REC Ltd.
FinancialDebenture0.42%
Maharashtra State
OthersSDL0.42%
Punjab National Bank
FinancialCD0.42%
ICICI Securities Ltd.
FinancialCP0.41%
GOI
SovereignGOI Sec0.41%
Tata Capital Housing Finance Ltd.
FinancialBonds/NCD0.41%
FinancialDebenture0.39%
National Bank For Agriculture & Rural Development
FinancialDebenture0.39%
Sundaram Home Finance Ltd.
FinancialNCD0.38%
SovereignGOI Sec0.36%
Andhra Pradesh State
FinancialSDL0.35%
Godrej Finance Ltd.
FinancialDebenture0.35%
India Universal Trust AL1
OthersSec. Debt0.35%
DLF Cyber City Developers Ltd.
ConstructionNCD0.34%
Andhra Pradesh State
FinancialSDL0.27%
India Universal Trust AL1
OthersSec. Debt0.26%
FinancialDebenture0.26%
AutomobileDebenture0.26%
Tata Capital Housing Finance Ltd.
FinancialDebenture0.25%
FinancialBonds0.23%
Andhra Pradesh State
FinancialSDL0.22%
FinancialNCD0.22%
Shriram Finance Ltd
FinancialBonds0.22%
Power Finance Corporation Ltd.
FinancialBonds0.22%
Export-Import Bank Of India
FinancialBonds0.22%
Small Industries Devp. Bank of India Ltd.
FinancialNCD0.22%
Bajaj Housing Finance Ltd.
FinancialDebenture0.22%
Power Finance Corporation Ltd.
FinancialBonds0.22%
LIC Housing Finance Ltd.
FinancialNCD0.22%
REC Ltd.
FinancialBonds0.22%
Shriram Finance Ltd
FinancialDebenture0.22%
Maharashtra State
OthersSDL0.22%
ConstructionDebenture0.22%
FinancialDebenture0.22%
Larsen & Toubro Ltd.
ConstructionDebenture0.21%
Rajasthan State
OthersSDL0.21%
GOI
SovereignGOI Sec0.21%
Export-Import Bank Of India
FinancialCD0.21%
Bharti Telecom Ltd.
CommunicationDebenture0.18%
Bharti Telecom Ltd.
CommunicationDebenture0.18%
Torrent Power Ltd.
EnergyDebenture0.17%
Shriram Finance Ltd
FinancialSec. Debt0.17%
FinancialDebenture0.17%
Tata Realty and Infrastructure Ltd.
ConstructionDebenture0.17%
Godrej Seeds & Genetics Ltd.
Consumer StaplesNCD0.17%
Godrej Seeds & Genetics Ltd.
Consumer StaplesNCD0.17%
Godrej Seeds & Genetics Ltd.
Consumer StaplesNCD0.17%
Godrej Seeds & Genetics Ltd.
Consumer StaplesNCD0.17%
GOI
SovereignGOI Sec0.14%
GOI
SovereignGOI Sec0.13%
Embassy Office Parks REIT
ConstructionNCD0.13%
Muthoot Finance Ltd.
FinancialDebenture0.13%
Kotak Mahindra Prime Ltd.
FinancialDebenture0.13%
SovereignGOI Sec0.13%
GOI
SovereignGOI Sec0.11%
GOI
SovereignGOI FRB0.10%
REC Ltd.
FinancialNCD0.10%
Mahanagar Telephone Nigam Ltd.
CommunicationNCD0.10%
Andhra Pradesh State
FinancialSDL0.09%
Muthoot Finance Ltd.
FinancialDebenture0.09%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.09%
Godrej Industries Ltd.
Consumer StaplesNCD0.09%
FinancialNCD0.08%
GOI
SovereignGOI Sec0.08%
FinancialDebenture0.08%
HDFC Bank Ltd.
FinancialCD0.08%
GOI
SovereignGOI Sec0.08%
Muthoot Finance Ltd.
FinancialBonds0.07%
Export-Import Bank Of India
FinancialBonds0.06%
EnergyNCD0.06%
India Universal Trust AL1
OthersSec. Debt0.05%
GOI
SovereignCGL0.05%
GOI
SovereignGOI Sec0.04%
National Bank For Agriculture & Rural Development
FinancialDebenture0.04%
FinancialDebenture0.04%
LIC Housing Finance Ltd.
FinancialNCD0.04%
LIC Housing Finance Ltd.
FinancialDebenture0.04%
Bajaj Finance Ltd.
FinancialDebenture0.04%
Tamilnadu State
OthersSDL0.04%
FinancialNCD0.04%
Karnataka State
OthersSDL0.04%
Small Industries Devp. Bank of India Ltd.
FinancialNCD0.04%
GOI
SovereignGOI Sec0.04%
FinancialNCD0.04%
Export-Import Bank Of India
FinancialBonds0.04%
GOI
SovereignGOI Sec0.04%
SovereignGOI Sec0.04%
GOI
SovereignGOI Sec0.04%
SovereignGOI Sec0.04%
EnergyDebenture0.03%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.03%
GOI
SovereignGOI Sec0.03%
SovereignGOI Sec0.03%
GOI
SovereignGOI Sec0.03%
SovereignGOI Sec0.03%
Bajaj Finance Ltd.
FinancialNCD0.02%
SovereignGOI Sec0.02%
West Bengal State
OthersSDL0.02%
GOI
SovereignGOI Sec0.02%
GOI
SovereignCGL0.02%
SovereignGOI Sec0.02%
Haryana State
OthersSDL0.02%
Uttar Pradesh State
OthersSDL0.02%
GOI
SovereignGOI Sec0.02%
SovereignGOI Sec0.01%
SovereignGOI Sec0.01%
GOI
SovereignGOI Sec0.01%
Food Corporation of India
Consumer StaplesDebenture0.01%
HDB Financial Services Ltd.
FinancialDebenture0.01%
GOI
SovereignGOI Sec0.01%
GOI
SovereignGOI Sec0.01%
GOI
SovereignCGL0.01%
FinancialDebenture0.00%
Tamilnadu State
OthersSDL0.00%
FinancialDebenture0.00%
GOI
SovereignCGL0.00%
SovereignGOI Sec0.00%
GOI
SovereignGOI Sec0.00%
Maharashtra State
OthersSDL0.00%
SovereignCGL0.00%
GOI
SovereignGOI Sec0.00%
GOI
SovereignGOI Sec0.00%
ICICI Bank Ltd.
FinancialIRS-0.00%
Axis Bank Ltd.
FinancialIRS-0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.6%7.5%6.0%7.5%
Category average7.9%7.1%5.9%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
4
5.6%8.2%5,433.30
5
8.3%7.7%22,069.50
5
8.3%7.6%18,143.46
4
8.4%7.4%8,739.28
5
12.8%5.3%361.74

Expense ratio, exit load and tax

Expense ratio: 0.89%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Devang Shah
Nov 2012 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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