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Axis Ultra Short Duration Fund - Regular Plan Growth

Axis · Ultra Short Duration
Low
₹15.57
Current NAV
25 Jun 2026
28.9%
1Y Return
23.9%
3Y CAGR
18.9%
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: 1.99).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.49).
  • Very large asset base (AUM: ₹13,040 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.99
Sharpe Ratio
1.29
Beta
5.49
Alpha
2.77
Sortino
Fund Details
Fund House Axis
Category Ultra Short Duration
AUM ₹13040 Cr
Expense Ratio 1.69%
Min SIP ₹500
Min Lumpsum ₹1000
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