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Axis Short Duration Fund - Retail Plan - Weekly IDCW

Axis · Short Duration
Moderate
₹10.19
Current NAV
27 Oct 2026
-0.3%
1Y Return
-0.2%
3Y CAGR
-0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.97).
  • Very large asset base (AUM: ₹19,020 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • 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
1.97
Sharpe Ratio
0.97
Beta
1.97
Alpha
2.70
Sortino
Fund Details
Fund House Axis
Category Short Duration
AUM ₹19020 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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