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Axis Ultra Short Duration Fund - Direct Plan - Regular IDCW

Axis · Ultra Short Duration
Low
₹17.02
Current NAV
27 Oct 2026
6.6%
1Y Return
7.4%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.89%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Very large asset base (AUM: ₹19,440 Cr) indicating high investor trust and liquidity.
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: Low Risk
Low Moderate High Very High
Risk Metrics
1.89
Sharpe Ratio
0.89
Beta
1.89
Alpha
2.44
Sortino
Fund Details
Fund House Axis
Category Ultra Short Duration
AUM ₹19440 Cr
Expense Ratio 0.89%
Min SIP ₹500
Min Lumpsum ₹1000
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