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Axis Short Duration Fund - Regular Plan - Weekly IDCW

Axis · Short Duration
Moderate
₹10.43
Current NAV
25 Jun 2026
30.9%
1Y Return
18.9%
3Y CAGR
20.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.49).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.09%) which can affect compounding over long horizons.
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
1.49
Sharpe Ratio
0.49
Beta
1.49
Alpha
1.77
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹9540 Cr
Expense Ratio 2.09%
Min SIP ₹500
Min Lumpsum ₹1000
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