Home Funds Axis Short Duration Fund - Retail Plan - Growth Op

Axis Short Duration Fund - Retail Plan - Growth Option

Axis · Short Duration
Moderate
₹32.39
Current NAV
25 Jun 2026
13.4%
1Y Return
10.4%
3Y CAGR
14.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.64
Sharpe Ratio
1.14
Beta
-1.86
Alpha
0.79
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹690 Cr
Expense Ratio 1.14%
Min SIP ₹500
Min Lumpsum ₹1000
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