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Axis Short Duration Fund - Direct Plan - Monthly IDCW

Axis · Short Duration
Moderate
₹10.04
Current NAV
25 Jun 2026
11.5%
1Y Return
21.5%
3Y CAGR
12.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.15%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Very large asset base (AUM: ₹23,800 Cr) indicating high investor trust and liquidity.
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
1.75
Sharpe Ratio
0.75
Beta
1.75
Alpha
2.01
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹23800 Cr
Expense Ratio 0.15%
Min SIP ₹500
Min Lumpsum ₹1000
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