Home› Funds› Axis Short Duration Fund - Direct Plan - Growth Op

Axis Short Duration Fund - Direct Plan - Growth Option

Axis · Short Duration
Moderate
₹35.94
Current NAV
25 Jun 2026
31.6%
1Y Return
14.6%
3Y CAGR
21.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.56).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.06
Sharpe Ratio
0.96
Beta
5.56
Alpha
1.44
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹9110 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option
Baroda BNP Paribas
₹10.21 31.9%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 31.5%
Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Quarterly - IDCW
₹0.00 31.4%
Tata Short Term Bond Fund- Regular Plan - Monthly Payout of IDCW Option
Tata
₹22.65 31.3%