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Axis Short Duration Fund - Retail Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Short Duration Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹8,149 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

Axis Short Duration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.701.02192.10
6M3.012.05192.10
1Y5.824.66192.10
3Y7.3915.60219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.56%
  • Others
As on: 2026-06-15
View allocation % by

1. 6.94% Government of India (11/05/2036)3.77%
2. 7.22% Small Industries Dev Bank of India (10/04/2029)3.36%
3. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)3.09%
4. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)3.08%
5. 6.61% Power Finance Corporation Limited (15/07/2028)3.03%
6. Siddhivinayak Securitisation Trust (28/09/2030)2.58%
7. 7.87% IndiGrid Infrastructure Trust (24/02/2027)2.34%
8. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)2.15%
9. Jubilant Beverages Limited (31/05/2028) (ZCB)2.13%
10. Clearing Corporation of India Ltd1.98%
11. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.51%
12. Shivshakti Securitisation Trust (28/09/2029)1.43%
13. 7.3763% Bajaj Finance Limited (26/06/2028)1.40%
14. India Universal Trust (20/09/2030)1.39%
15. 7.68% Small Industries Dev Bank of India (10/08/2027)1.27%
16. 8.25% Bajaj Housing Finance Limited (27/05/2031)1.25%
17. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.24%
18. Tata Capital Limited (21/02/2029) (FRN)1.23%
19. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.23%
20. 8.65% TVS Holdings Limited (07/06/2029)1.23%
21. 7.51% Small Industries Dev Bank of India (12/06/2028)1.23%
22. Mahindra & Mahindra Financial Services Limited (18/05/2029) (FRN)1.23%
23. 8.52% Muthoot Finance Limited (07/04/2028)1.23%
24. 7.123% Tata Capital Housing Finance Limited (21/07/2027)1.22%
25. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.22%
26. 7.02% Bajaj Housing Finance Limited (26/05/2028)1.21%
27. 7.9611% HDB Financial Services Limited (05/01/2028)1.17%
28. AU Small Finance Bank Limited (09/03/2027)1.16%
29. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.16%
30. 6.48% Government of India (06/10/2035)1.09%
31. 09.15% Shriram Finance Limited (28/06/2029)1.07%
32. 8.15% Godrej Industries Limited (22/11/2029)1.05%
33. Jubilant Bevco Limited (31/05/2028) (ZCB)1.05%
34. 7.27% Tata Capital Housing Finance Limited (25/04/2028)0.97%
35. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.92%
36. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.92%
37. 7.8% Tata Capital Housing Finance Limited (05/08/2027)0.92%
38. 7.6937% Nexus Select Trust - REIT (28/05/2027)0.92%
39. 7.24% Power Finance Corporation Limited (17/02/2031)0.91%
40. 6.66% Small Industries Dev Bank of India (25/10/2028)0.91%
41. Radhakrishna Securitisation Trust (28/09/2028)0.89%
42. Bank of India (17/02/2027)0.88%
43. 7.45% Bharti Telecom Limited (15/12/2028)0.85%
44. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.79%
45. 7.37% Indian Railway Finance Corporation Limited (31/07/2029)0.74%
46. 7.25% RJ Corp Limited (08/12/2028)0.68%
47. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.65%
48. 7.75% Small Industries Dev Bank of India (10/06/2027)0.64%
49. 8.40% Godrej Properties Limited (25/01/2028)0.62%
50. 7.44% Power Finance Corporation Limited (15/01/2030)0.62%
51. 7.45% Power Finance Corporation Limited (15/07/2028)0.62%
52. 7.71% Government of India (18/05/2066)0.62%
53. 7.89% Summit Digitel Infrastructure Limited (30/04/2029)0.62%
54. 8.65% Muthoot Finance Limited (31/01/2028)0.62%
55. 8.60% Muthoot Finance Limited (02/03/2028)0.62%
56. 8.00% Tata Capital Limited (19/10/2027)0.61%
57. 7.30% Power Finance Corporation Limited (07/08/2027)0.61%
58. 7.35% National Housing Bank (02/01/2032)0.61%
59. 7.60% Poonawalla Fincorp Limited (28/05/2027)0.61%
60. 6.73% Power Finance Corporation Limited (15/10/2027)0.61%
61. 6.90% LIC Housing Finance Limited (17/09/2027)0.61%
62. 7.04% IndiGrid Infrastructure Trust (27/09/2028)0.61%
63. 6.27% Power Finance Corporation Limited (15/07/2027)0.61%
64. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.61%
65. 6.74% Small Industries Dev Bank of India (10/01/2029)0.60%
66. National Bank For Agriculture and Rural Development (22/01/2027)0.59%
67. India Universal Trust (21/11/2030)0.58%
68. 7.91% Punjab State Development Loans (08/04/2036)0.56%
69. 7.15% Sundaram Home Finance Limited (16/05/2028)0.55%
70. 7.98% Bajaj Housing Finance Limited (18/11/2027)0.55%
71. 8.52% Muthoot Finance Limited (26/05/2028)0.49%
72. Sansar Trust (25/04/2031)0.48%
73. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.48%
74. India Universal Trust (21/11/2027)0.38%
75. 8.10% Godrej Industries Limited (22/05/2028)0.37%
76. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.37%
77. 7.44% Power Finance Corporation Limited (11/06/2027)0.33%
78. India Universal Trust (20/07/2027)0.32%
79. 7.26% Government of India (22/08/2032)0.32%
80. Net Receivables / (Payables)0.31%
81. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.31%
82. 7.68% Small Industries Dev Bank of India (10/09/2027)0.31%
83. 7.75% LIC Housing Finance Limited (23/11/2027)0.31%
84. 7.38% Power Finance Corporation Limited (15/01/2032)0.31%
85. 7.90% Bajaj Finance Limited (13/04/2028)0.31%
86. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)0.31%
87. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.31%
88. 7.57% Indian Railway Finance Corporation Limited (18/04/2029)0.31%
89. 7.5% Indian Railway Finance Corporation Limited (07/09/2029)0.31%
90. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.31%
91. 7.73% Embassy Office Parks REIT (14/12/2029)0.31%
92. 7.65% Tamilnadu State Development Loans (25/01/2033)0.31%
93. 7.5519% HDB Financial Services Limited (04/04/2029)0.30%
94. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.30%
95. 6.65% Indian Railway Finance Corporation Limited (20/05/2030)0.30%
96. Sansar Trust (25/06/2030)0.25%
97. 8.9% Bharti Telecom Limited (05/11/2034)0.25%
98. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.25%
99. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.24%
100. 7.88% Muthoot Finance Limited (22/11/2028)0.24%
101. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.24%
102. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)0.24%
103. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.24%
104. 7.4091% HDB Financial Services Limited (05/06/2028)0.24%
105. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.24%
106. Government of India (05/08/2032)0.21%
107. Government of India (15/10/2032)0.20%
108. 6.76% Government of India (22/08/2027)0.19%
109. 7.96% Embassy Office Parks REIT (27/09/2027)0.18%
110. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.18%
111. Government of India (22/10/2028)0.16%
112. 4.7% Government of India (22/09/2033)0.15%
113. Government of India (05/02/2027)0.13%
114. 7.35% Export Import Bank of India (27/07/2028)0.12%
115. 7.79% Small Industries Dev Bank of India (19/04/2027)0.12%
116. 8.05% Muthoot Finance Limited (25/11/2027)0.12%
117. 7.3% Bharti Telecom Limited (01/12/2027)0.12%
118. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)0.12%
119. Kotak Mahindra Bank Limited (29/01/2027)0.12%
120. Punjab National Bank (09/02/2027)0.12%
121. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.12%
122. Government of India (05/02/2028)0.12%
123. Sansar Trust (17/03/2028)0.11%
124. 9.20% Government of India (30/09/2030)0.07%
125. 7.4% Bharti Telecom Limited (01/02/2029)0.06%
126. 7.38% Government of India (20/06/2027)0.06%
127. 7.04% Government of India (03/06/2029)0.06%
128. 8.1167% Bajaj Finance Limited (10/05/2027)0.06%
129. 7.32% Government of India (13/11/2030)0.06%
130. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.06%
131. 7.75% Gujarat State Development Loans (13/12/2027)0.06%
132. 9.233% Shriram Finance Limited (18/05/2027)0.06%
133. 8.32% Torrent Power Limited (28/02/2028)0.06%
134. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.06%
135. 7.75% Mindspace Business Parks REIT (30/06/2026)0.06%
136. 7.7951% Bajaj Finance Limited (10/12/2027)0.06%
137. 6.28% Government of India (14/07/2032)0.05%
138. 7.37% Government of India (23/10/2028)0.05%
139. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)0.05%
140. 6.67% Government of India (15/12/2035)0.05%
141. 7.34% Government of India (22/04/2064)0.04%
142. 7.17% Government of India (17/04/2030)0.04%
143. 6.75% Government of India (23/12/2029)0.04%
144. 6.33% Government of India (05/05/2035)0.04%
145. 7.7% Bajaj Housing Finance Limited (21/05/2027)0.03%
146. 7.3% Government of India (19/06/2053)0.03%
147. 6.79% Government of India (15/05/2027)0.03%
148. 8.15% Government of India (24/11/2026)0.03%
149. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.02%
150. 7.53% Haryana State Development Loans (24/05/2027)0.02%
151. 6.79% Government of India (07/10/2034)0.02%
152. 6.92% Government of India (18/11/2039)0.02%
153. 8.95% Muthoot Finance Limited (03/05/2027)0.02%
154. 7.79% Small Industries Dev Bank of India (14/05/2027)0.02%
155. 6.1% Government of India (12/07/2031)0.02%
156. 7.8350% LIC Housing Finance Limited (11/05/2027)0.02%
157. 7.1% Government of India (08/04/2034)0.02%
158. 6.68% Government of India (07/07/2040)0.01%
159. 7.26% Government of India (06/02/2033)0.01%
160. 7.64% Food Corporation Of India (12/12/2029)0.01%
161. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.01%
162. 6.79% Government of India (26/12/2029)0.01%
163. 7.56% REC Limited (31/08/2027)0.01%
164. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
165. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
166. Interest Rate Swaps Pay Floating Receive Fix -HSBC BANK (22/05/2028) (FV 10000 Lacs)0.01%
167. Interest Rate Swaps Pay Floating Receive Fix -BARC (20/02/2029) (FV 10000 Lacs)0.01%
168. 8.60% Government of India (02/06/2028)0.00%
169. 7.18% Government of India (24/07/2037)0.00%
170. 7.59% Government of India (20/03/2029)0.00%
171. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%
172. 8.97% Government of India (05/12/2030)0.00%
173. 7.88% Government of India (19/03/2030)0.00%
174. India Universal Trust (20/09/2026)0.00%
175. Interest Rate Swaps Pay Floating Receive Fix -NOMURA (29/05/2029) (FV 5000 Lacs)0.00%

1. 6.92% Tamilnadu State Development Loans (07/01/2030)0.86%
2. 7.02% Tamilnadu State Development Loans (23/02/2030)0.61%
3. 7.7% Maharashtra State Development Loans (25/05/2032)0.31%
4. 7.07% Gujarat State Development Loans (12/02/2032)0.30%
5. 6.58% Gujarat State Development Loans (31/03/2027)0.25%
6. 7.5% Tamilnadu State Development Loans (14/01/2036)0.12%
7. 7.62% Punjab State Development Loans (30/11/2032)0.11%
8. 6.69% Tamilnadu State Development Loans (23/09/2030)0.06%
9. 7.5% West Bengal State Development Loans (03/12/2037)0.06%
10. 7.44% Madhya Pradesh State Development Loans (03/12/2038)0.05%
11. 7.17% West Bangal State Development Loans (02/03/2032)0.03%
12. 7.45% Bihar State Development Loans (10/09/2034)0.00%

1. 6.64% Government of India (16/06/2035)0.05%
2. 7.26% Government of India (14/01/2029)0.03%
3. 5.79% Government of India (11/05/2030)0.00%

1. 8.5% Cholamandalam Investment and Finance Company Ltd (30/01/2027)0.05%

About Fund Axis Short Duration Fund - Retail Plan Growth

Axis Short Duration Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹8,149 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index while maintaining an expense ratio of 0.93. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Short Term Fund Growth46444.08 CR0.95
Nippon India Short Duration Fund Growth57319.21 CR0.94
Axis Short Duration Fund - Retail Plan Growth08148.54 CR0.93
ICICI Prudential Short Term Fund Growth419456.8 CR1.04
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundAditya Birla Sun Life Short Term Fund Growth5.695223.3996
This FundNippon India Short Duration Fund Growth5.564823.6664
This FundAxis Short Duration Fund - Retail Plan Growth5.818823.8531
This FundICICI Prudential Short Term Fund Growth6.116524.2689
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Axis Short Duration Fund - Retail Plan Growth FAQs

Axis Short Duration Fund - Retail Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Short Duration Fund - Retail Plan Growth is 0.93. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Short Duration Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 1.70%
  • 6 Months : 3.01%
  • 1 Year : 5.82%
  • 3 Years : 7.39%
Returns of Axis Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 32.5192 as on Jul 02,2026. Since inception, the return has been 23.85%.

You can invest in Axis Short Duration Fund - Retail Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Short Duration Fund - Retail Plan Growth is ₹8,149 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Short Duration Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.