Axis Short Term Fund - Retail Plan Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹7,516 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(%)
1M0.211.83192.10
6M3.154.30192.10
1Y5.154.93192.10
3Y7.1414.32219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.51%
  • Others
As on: 2026-09-15
View allocation % by

1. Clearing Corporation of India Ltd7.25%
2. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)4.01%
3. Net Receivables / (Payables)3.98%
4. 7.22% Small Industries Dev Bank of India (10/04/2029)2.95%
5. Siddhivinayak Securitisation Trust (28/09/2030)2.76%
6. 6.61% Power Finance Corporation Limited (15/07/2028)2.61%
7. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)2.38%
8. Jubilant Beverages Limited (31/05/2028) (ZCB)2.34%
9. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)1.98%
10. HDFC Bank Limited (05/03/2027)1.93%
11. 7.87% IndiGrid Infrastructure Trust (24/02/2027)1.87%
12. 7.87% Bajaj Housing Finance Limited (04/08/2036)1.63%
13. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.62%
14. Shivshakti Securitisation Trust (28/09/2029)1.52%
15. India Universal Trust (20/09/2030)1.45%
16. 7.68% Small Industries Dev Bank of India (10/08/2027)1.37%
17. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.34%
18. 8.65% TVS Holdings Limited (07/06/2029)1.33%
19. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.33%
20. Mahindra & Mahindra Financial Services Limited (18/05/2029) (FRN)1.33%
21. Tata Capital Limited (21/02/2029) (FRN)1.32%
22. 7.57% LIC Housing Finance Limited (23/11/2029)1.32%
23. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.32%
24. 7.64% Bajaj Housing Finance Limited (01/07/2030)1.31%
25. Bank of Baroda (27/01/2027)1.30%
26. Export Import Bank of India (12/03/2027)1.29%
27. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)1.26%
28. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.25%
29. Jubilant Bevco Limited (31/05/2028) (ZCB)1.16%
30. 09.15% Shriram Finance Limited (28/06/2029)1.16%
31. 8.15% Godrej Industries Limited (22/11/2029)1.12%
32. 7.27% Tata Capital Housing Finance Limited (25/04/2028)1.05%
33. 7.6937% Nexus Select Trust - REIT (28/05/2027)1.00%
34. 8.25% Bajaj Housing Finance Limited (27/05/2031)1.00%
35. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)1.00%
36. Muthoot Finance Limited (04/09/2029) (FRN)0.99%
37. 6.64% Tamilnadu State Development Loans (11/03/2029)0.99%
38. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.98%
39. 6.66% Small Industries Dev Bank of India (25/10/2028)0.98%
40. Radhakrishna Securitisation Trust (28/09/2028)0.95%
41. Small Industries Dev Bank of India (20/08/2027)0.93%
42. 7.45% Bharti Telecom Limited (15/12/2028)0.92%
43. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.86%
44. Muthoot Finance Limited (26/07/2029) (FRN)0.73%
45. 7.25% RJ Corp Limited (08/12/2028)0.73%
46. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.73%
47. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.72%
48. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.67%
49. 7.70% Small Industries Dev Bank of India (10/10/2029)0.67%
50. 6.73% Power Finance Corporation Limited (15/10/2027)0.66%
51. 7.29% Small Industries Dev Bank of India (09/11/2029)0.66%
52. 7.51% Small Industries Dev Bank of India (12/06/2028)0.66%
53. 7.38% REC Limited (28/02/2029)0.66%
54. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.65%
55. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)0.65%
56. Indian Bank (29/01/2027)0.65%
57. Bank of Baroda (11/03/2027)0.64%
58. India Universal Trust (21/11/2030)0.62%
59. 7.91% Punjab State Development Loans (08/04/2036)0.60%
60. 7.15% Sundaram Home Finance Limited (16/05/2028)0.59%
61. 7.88% Tata Capital Limited (07/07/2031)0.54%
62. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.52%
63. 8.52% Muthoot Finance Limited (26/05/2028)0.46%
64. Sansar Trust (25/04/2031)0.42%
65. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.40%
66. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.40%
67. India Universal Trust (21/11/2027)0.36%
68. 7.26% Government of India (22/08/2032)0.34%
69. 7.5% Indian Railway Finance Corporation Limited (07/09/2029)0.33%
70. 7.90% Bajaj Finance Limited (13/04/2028)0.33%
71. 7.45% Power Finance Corporation Limited (15/07/2028)0.33%
72. 8.40% Godrej Properties Limited (25/01/2028)0.33%
73. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.33%
74. 7.57% Indian Railway Finance Corporation Limited (18/04/2029)0.33%
75. 7.68% Small Industries Dev Bank of India (10/09/2027)0.33%
76. 7.75% LIC Housing Finance Limited (23/11/2027)0.33%
77. 8.60% Muthoot Finance Limited (02/03/2028)0.33%
78. 7.73% Embassy Office Parks REIT (14/12/2029)0.33%
79. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.33%
80. 7.5519% HDB Financial Services Limited (04/04/2029)0.33%
81. 7.38% Power Finance Corporation Limited (15/01/2032)0.33%
82. Small Industries Dev Bank of India (11/08/2027)0.31%
83. 8.9% Bharti Telecom Limited (05/11/2034)0.27%
84. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.27%
85. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.26%
86. 7.4091% HDB Financial Services Limited (05/06/2028)0.26%
87. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.26%
88. 7.88% Muthoot Finance Limited (22/11/2028)0.26%
89. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.26%
90. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)0.26%
91. India Universal Trust (20/07/2027)0.22%
92. Government of India (05/08/2032)0.22%
93. Government of India (15/10/2032)0.22%
94. 6.76% Government of India (22/08/2027)0.21%
95. 7.3763% Bajaj Finance Limited (26/06/2028)0.20%
96. 7.96% Embassy Office Parks REIT (27/09/2027)0.20%
97. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.20%
98. Government of India (22/10/2028)0.18%
99. Sansar Trust (25/06/2030)0.17%
100. 4.7% Government of India (22/09/2033)0.16%
101. Government of India (05/02/2027)0.14%
102. Kotak Mahindra Bank Limited (29/01/2027)0.13%
103. 7.79% Small Industries Dev Bank of India (19/04/2027)0.13%
104. 7.35% Export Import Bank of India (27/07/2028)0.13%
105. 7.44% National Bank For Agriculture and Rural Development (24/02/2028)0.13%
106. 7.42% Bihar State Development Loans (31/12/2031)0.13%
107. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.13%
108. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)0.13%
109. Government of India (05/02/2028)0.13%
110. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.10%
111. Sansar Trust (17/03/2028)0.08%
112. 7.75% Gujarat State Development Loans (13/12/2027)0.07%
113. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.07%
114. 8.52% Muthoot Finance Limited (07/04/2028)0.07%
115. 7.4% Bharti Telecom Limited (01/02/2029)0.07%
116. 9.233% Shriram Finance Limited (18/05/2027)0.07%
117. 8.32% Torrent Power Limited (28/02/2028)0.07%
118. 7.7951% Bajaj Finance Limited (10/12/2027)0.07%
119. 7.04% Government of India (03/06/2029)0.06%
120. 8.1167% Bajaj Finance Limited (10/05/2027)0.06%
121. 6.68% Government of India (27/01/2033)0.06%
122. 6.67% Government of India (15/12/2035)0.06%
123. 7.17% Government of India (17/04/2030)0.05%
124. 6.28% Government of India (14/07/2032)0.05%
125. 7.37% Government of India (23/10/2028)0.05%
126. 6.75% Government of India (23/12/2029)0.04%
127. 6.33% Government of India (05/05/2035)0.04%
128. 7.34% Government of India (22/04/2064)0.04%
129. 7.38% Government of India (20/06/2027)0.04%
130. 7.3% Government of India (19/06/2053)0.03%
131. 8.15% Government of India (24/11/2026)0.03%
132. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.03%
133. 7.53% Haryana State Development Loans (24/05/2027)0.03%
134. 8.95% Muthoot Finance Limited (03/05/2027)0.03%
135. 7.75% Small Industries Dev Bank of India (10/06/2027)0.03%
136. 7.79% Small Industries Dev Bank of India (14/05/2027)0.03%
137. 7.44% Power Finance Corporation Limited (11/06/2027)0.03%
138. 6.1% Government of India (12/07/2031)0.03%
139. 7.7% Bajaj Housing Finance Limited (21/05/2027)0.03%
140. 6.79% Government of India (15/05/2027)0.03%
141. 6.48% Government of India (06/10/2035)0.02%
142. 7.1% Government of India (08/04/2034)0.02%
143. 6.79% Government of India (07/10/2034)0.02%
144. 6.92% Government of India (18/11/2039)0.02%
145. 6.79% Government of India (26/12/2029)0.02%
146. 6.68% Government of India (07/07/2040)0.02%
147. 7.26% Government of India (06/02/2033)0.01%
148. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.01%
149. 7.64% Food Corporation Of India (12/12/2029)0.01%
150. 6.94% Government of India (11/05/2036)0.01%
151. 7.56% REC Limited (31/08/2027)0.01%
152. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
153. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
154. Interest Rate Swaps Pay Fix Receive Floating -DBS (19/08/2028) (FV 7500 Lacs)0.00%
155. Interest Rate Swaps Pay Fix Receive Floating -ICISECPD (07/08/2028) (FV 5000 Lacs)0.00%
156. Interest Rate Swaps Pay Fix Receive Floating -HSBC BANK (07/08/2028) (FV 5000 Lacs)0.00%
157. 7.88% Government of India (19/03/2030)0.00%
158. 7.18% Government of India (24/07/2037)0.00%
159. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%
160. 8.60% Government of India (02/06/2028)0.00%
161. Interest Rate Swaps Pay Fix Receive Floating -ICICI BANK (01/09/2027) (FV 10000 Lacs)0.00%
162. Interest Rate Swaps Pay Fix Receive Floating -NOMURA (05/08/2027) (FV 10000 Lacs)0.00%
163. Interest Rate Swaps Pay Floating Receive Fix -BARC (20/02/2029) (FV 10000 Lacs)0.00%
164. Interest Rate Swaps Pay Fix Receive Floating -NOMURA (10/08/2028) (FV 5000 Lacs)0.00%
165. Interest Rate Swaps Pay Fix Receive Floating -DBS (12/08/2028) (FV 5000 Lacs)0.00%
166. Interest Rate Swaps Pay Fix Receive Floating -AXIS BANK (06/08/2027) (FV 10000 Lacs)0.00%
167. Interest Rate Swaps Pay Fix Receive Floating -HSBC BANK (01/09/2027) (FV 5000 Lacs)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%
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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 ₹7,516 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
ICICI Prudential Short Term Fund Growth419,194 CR1.05
HDFC Short Term Fund - Growth414,408 CR0.72
Axis Short Term Fund - Retail Plan Growth07,516 CR0.93
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundICICI Prudential Short Term Fund Growth5.347422.8027
This FundHDFC Short Term Fund - Growth5.019422.8246
This FundAxis Short Term Fund - Retail Plan Growth5.152722.9906
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

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 : 0.21%
  • 6 Months : 3.15%
  • 1 Year : 5.15%
  • 3 Years : 7.14%
Returns of Axis Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 32.6687 as on Oct 01,2026. Since inception, the return has been 22.99%.

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 ₹7,516 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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