Axis Short Term Fund - Retail Plan Growth Return

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

Axis Short Term Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹7,413 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

Axis Short Term Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.14-0.35192.10
6M2.341.58192.10
1Y4.272.74192.10
3Y7.0114.13219.54

Portfolio Analysis

  • Equity:
  • Debt: 88.10%
  • Others
As on: 2026-10-15
View allocation % by

1. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)4.04%
2. 7.87% Bajaj Housing Finance Limited (04/08/2036)3.09%
3. Siddhivinayak Securitisation Trust (28/09/2030)2.73%
4. HDFC Bank Limited (15/01/2027)2.65%
5. 7.22% Small Industries Dev Bank of India (10/04/2029)2.64%
6. 6.61% Power Finance Corporation Limited (15/07/2028)2.64%
7. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)2.40%
8. HDFC Bank Limited (05/03/2027)1.97%
9. 7.87% IndiGrid Infrastructure Trust (24/02/2027)1.89%
10. Jubilant Beverages Limited (31/05/2028) (ZCB)1.63%
11. 7.17% REC Limited (01/07/2031)1.63%
12. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.62%
13. Shivshakti Securitisation Trust (28/09/2029)1.51%
14. India Universal Trust (20/09/2030)1.44%
15. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)1.41%
16. 7.68% Small Industries Dev Bank of India (10/08/2027)1.39%
17. 8.65% TVS Holdings Limited (07/06/2029)1.35%
18. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.35%
19. Mahindra & Mahindra Financial Services Limited (18/05/2029) (FRN)1.35%
20. Tata Capital Limited (21/02/2029) (FRN)1.34%
21. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.34%
22. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)1.33%
23. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.33%
24. 7.64% Bajaj Housing Finance Limited (01/07/2030)1.31%
25. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)1.28%
26. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.26%
27. 09.15% Shriram Finance Limited (28/06/2029)1.16%
28. 8.15% Godrej Industries Limited (22/11/2029)1.13%
29. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)1.01%
30. 7.6937% Nexus Select Trust - REIT (28/05/2027)1.01%
31. Muthoot Finance Limited (04/09/2029) (FRN)1.01%
32. 7.57% LIC Housing Finance Limited (23/11/2029)0.99%
33. 6.66% Small Industries Dev Bank of India (25/10/2028)0.99%
34. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.99%
35. 6.94% Government of India (11/05/2036)0.99%
36. Export Import Bank of India (12/03/2027)0.98%
37. Radhakrishna Securitisation Trust (28/09/2028)0.95%
38. 7.45% Bharti Telecom Limited (15/12/2028)0.93%
39. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.87%
40. Jubilant Bevco Limited (31/05/2028) (ZCB)0.80%
41. Muthoot Finance Limited (26/07/2029) (FRN)0.74%
42. 7.25% RJ Corp Limited (08/12/2028)0.74%
43. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.74%
44. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.73%
45. 8.54% REC Limited (15/11/2028)0.68%
46. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.67%
47. 7.51% Small Industries Dev Bank of India (12/06/2028)0.67%
48. 7.70% Small Industries Dev Bank of India (10/10/2029)0.67%
49. 6.73% Power Finance Corporation Limited (15/10/2027)0.67%
50. 7.18% Sundaram Finance Limited (16/05/2028)0.66%
51. 7.29% Small Industries Dev Bank of India (09/11/2029)0.66%
52. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.66%
53. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)0.66%
54. Indian Bank (29/01/2027)0.66%
55. Union Bank of India (24/03/2027)0.65%
56. India Universal Trust (21/11/2030)0.62%
57. 7.15% Sundaram Home Finance Limited (16/05/2028)0.60%
58. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.53%
59. 7.44% National Bank For Agriculture and Rural Development (24/02/2028)0.47%
60. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.40%
61. 7.27% Tata Capital Housing Finance Limited (25/04/2028)0.40%
62. Sansar Trust (25/04/2031)0.39%
63. 8.40% Godrej Properties Limited (25/01/2028)0.34%
64. 7.68% Small Industries Dev Bank of India (10/09/2027)0.34%
65. 7.26% Government of India (22/08/2032)0.34%
66. 7.75% LIC Housing Finance Limited (23/11/2027)0.34%
67. IndusInd Bank Limited (29/01/2027)0.33%
68. India Universal Trust (21/11/2027)0.33%
69. 7.47% Gujarat State Development Loans (27/08/2036)0.33%
70. 7.45% Power Finance Corporation Limited (15/07/2028)0.33%
71. 7.90% Reliance Industries Limited (01/10/2036)0.33%
72. 7.73% Embassy Office Parks REIT (14/12/2029)0.33%
73. 6.95% Bajaj Housing Finance Limited (28/01/2028)0.33%
74. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.33%
75. 7.5519% HDB Financial Services Limited (04/04/2029)0.33%
76. 6.74% Small Industries Dev Bank of India (10/01/2029)0.33%
77. 7.38% Power Finance Corporation Limited (15/01/2032)0.33%
78. 7.2% REC Limited (15/01/2035)0.32%
79. 4.7% Government of India (22/09/2033)0.30%
80. 8.9% Bharti Telecom Limited (05/11/2034)0.27%
81. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.27%
82. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.27%
83. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.26%
84. 7.88% Muthoot Finance Limited (22/11/2028)0.26%
85. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)0.26%
86. Government of India (05/08/2032)0.22%
87. Government of India (15/10/2032)0.22%
88. 6.76% Government of India (22/08/2027)0.22%
89. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.20%
90. 7.96% Embassy Office Parks REIT (27/09/2027)0.20%
91. 8.2% RJ Corp Limited (24/09/2029)0.20%
92. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.20%
93. 7.3763% Bajaj Finance Limited (26/06/2028)0.20%
94. India Universal Trust (20/07/2027)0.18%
95. Government of India (22/10/2028)0.18%
96. Sansar Trust (25/06/2030)0.15%
97. Government of India (05/02/2027)0.14%
98. Kotak Mahindra Bank Limited (29/01/2027)0.13%
99. 7.35% Export Import Bank of India (27/07/2028)0.13%
100. Government of India (05/02/2028)0.13%
101. 7.79% Small Industries Dev Bank of India (19/04/2027)0.13%
102. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.10%
103. Sansar Trust (17/03/2028)0.07%
104. 7.75% Gujarat State Development Loans (13/12/2027)0.07%
105. 9.233% Shriram Finance Limited (18/05/2027)0.07%
106. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.07%
107. 8.32% Torrent Power Limited (28/02/2028)0.07%
108. 7.7951% Bajaj Finance Limited (10/12/2027)0.07%
109. 8.52% Muthoot Finance Limited (07/04/2028)0.07%
110. 7.90% Bajaj Finance Limited (13/04/2028)0.07%
111. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.07%
112. 7.4% Bharti Telecom Limited (01/02/2029)0.07%
113. 7.04% Government of India (03/06/2029)0.06%
114. 7.06% Government of India (27/07/2041)0.06%
115. 8.1167% Bajaj Finance Limited (10/05/2027)0.06%
116. 6.68% Government of India (27/01/2033)0.06%
117. 6.67% Government of India (15/12/2035)0.06%
118. 6.28% Government of India (14/07/2032)0.05%
119. 7.37% Government of India (23/10/2028)0.05%
120. 7.17% Government of India (17/04/2030)0.05%
121. 6.75% Government of India (23/12/2029)0.04%
122. 6.33% Government of India (05/05/2035)0.04%
123. 7.34% Government of India (22/04/2064)0.04%
124. 7.38% Government of India (20/06/2027)0.04%
125. 7.7% Bajaj Housing Finance Limited (21/05/2027)0.03%
126. 6.79% Government of India (15/05/2027)0.03%
127. 7.3% Government of India (19/06/2053)0.03%
128. 6.1% Government of India (12/07/2031)0.03%
129. 8.15% Government of India (24/11/2026)0.03%
130. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.03%
131. 7.53% Haryana State Development Loans (24/05/2027)0.03%
132. 8.95% Muthoot Finance Limited (03/05/2027)0.03%
133. 7.79% Small Industries Dev Bank of India (14/05/2027)0.03%
134. 7.75% Small Industries Dev Bank of India (10/06/2027)0.03%
135. 7.44% Power Finance Corporation Limited (11/06/2027)0.03%
136. 6.68% Government of India (07/07/2040)0.02%
137. 6.48% Government of India (06/10/2035)0.02%
138. 7.1% Government of India (08/04/2034)0.02%
139. 6.79% Government of India (07/10/2034)0.02%
140. 6.92% Government of India (18/11/2039)0.02%
141. 6.79% Government of India (26/12/2029)0.02%
142. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.01%
143. 7.26% Government of India (06/02/2033)0.01%
144. 7.64% Food Corporation Of India (12/12/2029)0.01%
145. 7.88% Tata Capital Limited (07/07/2031)0.01%
146. 7.56% REC Limited (31/08/2027)0.01%
147. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
148. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
149. 7.88% Government of India (19/03/2030)0.00%
150. 8.60% Government of India (02/06/2028)0.00%
151. 7.18% Government of India (24/07/2037)0.00%
152. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%

1. 7.55% Karnataka State Development Loans (11/08/2035)0.20%
2. 6.58% Gujarat State Development Loans (31/03/2027)0.13%
3. 6.69% Tamilnadu State Development Loans (23/09/2030)0.07%
4. 7.5% West Bengal State Development Loans (03/12/2037)0.06%
5. 7.44% Madhya Pradesh State Development Loans (03/12/2038)0.05%
6. 7.17% West Bangal State Development Loans (02/03/2032)0.03%
7. 7.45% Bihar State Development Loans (10/09/2034)0.00%

1. 9.20% Government of India (30/09/2030)0.07%
2. 6.64% Government of India (16/06/2035)0.05%
3. 7.26% Government of India (14/01/2029)0.03%
4. 5.79% Government of India (11/05/2030)0.00%
5. 8.97% Government of India (05/12/2030)0.00%

1. 8.5% Cholamandalam Investment and Finance Company Ltd (30/01/2027)0.05%
No Data Found
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About Fund Axis Short Term Fund - Retail Plan Growth

Axis Short Term Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹7,413 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

Axis Short Term Fund - Retail Plan Growth FAQs

Axis Short Term 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 Term 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 Term Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : -0.14%
  • 6 Months : 2.34%
  • 1 Year : 4.27%
  • 3 Years : 7.01%
Returns of Axis Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 32.6850 as on Nov 02,2026. Since inception, the return has been 22.53%.

You can invest in Axis Short Term 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 Term Fund - Retail Plan Growth is ₹7,413 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Short Term 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.
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