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Axis Short Duration Fund - Regular Plan - Growth Option

Axis · Short Duration
Moderate
₹32.98
Current NAV
27 Oct 2026
4.2%
1Y Return
7.0%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.84%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.64
Sharpe Ratio
0.64
Beta
-2.36
Alpha
2.20
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹9690 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
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