Axis Short Term Fund - Retail Plan Growth Return

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  • 3M
  • 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)

₹7,501 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(%)
1M0.110.130.32
6M2.944.833.46
1Y5.625.866.04
3Y7.2818.1023.58

Portfolio Analysis

  • Equity:
  • Debt: 99.55%
  • Others
As on: 2026-08-15
View allocation % by

1. 6.94% Government of India (11/05/2036)4.67%
2. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)3.66%
3. 7.22% Small Industries Dev Bank of India (10/04/2029)3.32%
4. Net Receivables / (Payables)2.54%
5. Siddhivinayak Securitisation Trust (28/09/2030)2.54%
6. 6.61% Power Finance Corporation Limited (15/07/2028)2.39%
7. Jubilant Beverages Limited (31/05/2028) (ZCB)2.13%
8. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)1.82%
9. 7.57% LIC Housing Finance Limited (23/11/2029)1.82%
10. 7.87% IndiGrid Infrastructure Trust (24/02/2027)1.70%
11. 7.68% Small Industries Dev Bank of India (10/08/2027)1.55%
12. 7.87% Bajaj Housing Finance Limited (04/08/2036)1.51%
13. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.50%
14. Shivshakti Securitisation Trust (28/09/2029)1.40%
15. India Universal Trust (20/09/2030)1.34%
16. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.22%
17. 8.65% TVS Holdings Limited (07/06/2029)1.22%
18. 7.51% Small Industries Dev Bank of India (12/06/2028)1.21%
19. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.21%
20. Mahindra & Mahindra Financial Services Limited (18/05/2029) (FRN)1.21%
21. 7.44% National Bank For Agriculture and Rural Development (24/02/2028)1.21%
22. Tata Capital Limited (21/02/2029) (FRN)1.21%
23. 7.29% Small Industries Dev Bank of India (09/11/2029)1.21%
24. 7.64% Bajaj Housing Finance Limited (01/07/2030)1.21%
25. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.21%
26. HDFC Bank Limited (05/03/2027)1.17%
27. Kotak Mahindra Bank Limited (05/03/2027)1.17%
28. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.14%
29. Clearing Corporation of India Ltd1.13%
30. 7.3763% Bajaj Finance Limited (26/06/2028)1.08%
31. 09.15% Shriram Finance Limited (28/06/2029)1.06%
32. Jubilant Bevco Limited (31/05/2028) (ZCB)1.05%
33. 8.15% Godrej Industries Limited (22/11/2029)1.03%
34. 8.52% Muthoot Finance Limited (07/04/2028)1.03%
35. 7.27% Tata Capital Housing Finance Limited (25/04/2028)0.96%
36. 8.25% Bajaj Housing Finance Limited (27/05/2031)0.92%
37. 7.6937% Nexus Select Trust - REIT (28/05/2027)0.91%
38. 6.64% Tamilnadu State Development Loans (11/03/2029)0.91%
39. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.91%
40. Muthoot Finance Limited (04/09/2029) (FRN)0.90%
41. 6.66% Small Industries Dev Bank of India (25/10/2028)0.90%
42. Punjab National Bank (05/02/2027)0.88%
43. Punjab National Bank (04/03/2027)0.88%
44. Radhakrishna Securitisation Trust (28/09/2028)0.87%
45. 7.45% Bharti Telecom Limited (15/12/2028)0.84%
46. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.78%
47. 7.88% Tata Capital Limited (07/07/2031)0.74%
48. 7.25% RJ Corp Limited (08/12/2028)0.67%
49. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.67%
50. Muthoot Finance Limited (26/07/2029) (FRN)0.66%
51. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.65%
52. 7.69% REC Limited (31/01/2033)0.62%
53. 7.35% National Housing Bank (02/01/2032)0.61%
54. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.61%
55. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)0.61%
56. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.60%
57. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)0.60%
58. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)0.60%
59. 6.73% Power Finance Corporation Limited (15/10/2027)0.60%
60. 7.24% Power Finance Corporation Limited (17/02/2031)0.60%
61. Canara Bank (29/06/2027)0.57%
62. India Universal Trust (21/11/2030)0.57%
63. Small Industries Dev Bank of India (11/08/2027)0.56%
64. 7.91% Punjab State Development Loans (08/04/2036)0.56%
65. 7.15% Sundaram Home Finance Limited (16/05/2028)0.54%
66. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.48%
67. 8.52% Muthoot Finance Limited (26/05/2028)0.42%
68. Sansar Trust (25/04/2031)0.41%
69. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.36%
70. India Universal Trust (21/11/2027)0.35%
71. 7.26% Government of India (22/08/2032)0.31%
72. 7.71% Government of India (18/05/2066)0.31%
73. 6.68% Government of India (07/07/2040)0.31%
74. 7.57% Indian Railway Finance Corporation Limited (18/04/2029)0.31%
75. 7.5% Indian Railway Finance Corporation Limited (07/09/2029)0.31%
76. 6.65% Indian Railway Finance Corporation Limited (20/05/2030)0.30%
77. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.30%
78. 7.5519% HDB Financial Services Limited (04/04/2029)0.30%
79. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.30%
80. 7.8% Tata Capital Housing Finance Limited (05/08/2027)0.30%
81. 7.75% LIC Housing Finance Limited (23/11/2027)0.30%
82. 7.68% Small Industries Dev Bank of India (10/09/2027)0.30%
83. 7.45% Power Finance Corporation Limited (15/07/2028)0.30%
84. 7.90% Bajaj Finance Limited (13/04/2028)0.30%
85. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)0.30%
86. 7.38% Power Finance Corporation Limited (15/01/2032)0.30%
87. 8.60% Muthoot Finance Limited (02/03/2028)0.30%
88. 7.30% Power Finance Corporation Limited (07/08/2027)0.30%
89. 8.40% Godrej Properties Limited (25/01/2028)0.30%
90. 7.73% Embassy Office Parks REIT (14/12/2029)0.30%
91. 7.44% Power Finance Corporation Limited (15/01/2030)0.30%
92. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.30%
93. Kotak Mahindra Bank Limited (08/01/2027)0.29%
94. Canara Bank (02/02/2027)0.29%
95. Bank of Baroda (03/02/2027)0.29%
96. Union Bank of India (12/03/2027)0.29%
97. 8.9% Bharti Telecom Limited (05/11/2034)0.25%
98. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.24%
99. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.24%
100. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)0.24%
101. India Universal Trust (20/07/2027)0.24%
102. 7.88% Muthoot Finance Limited (22/11/2028)0.24%
103. 7.4091% HDB Financial Services Limited (05/06/2028)0.24%
104. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.24%
105. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.24%
106. Government of India (05/08/2032)0.21%
107. Government of India (15/10/2032)0.20%
108. Sansar Trust (25/06/2030)0.19%
109. 6.76% Government of India (22/08/2027)0.19%
110. 7.96% Embassy Office Parks REIT (27/09/2027)0.18%
111. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.18%
112. Government of India (22/10/2028)0.16%
113. 4.7% Government of India (22/09/2033)0.15%
114. Government of India (05/02/2027)0.13%
115. Kotak Mahindra Bank Limited (29/01/2027)0.12%
116. 7.42% Bihar State Development Loans (31/12/2031)0.12%
117. 7.35% Export Import Bank of India (27/07/2028)0.12%
118. 7.79% Small Industries Dev Bank of India (19/04/2027)0.12%
119. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)0.12%
120. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.12%
121. Government of India (05/02/2028)0.12%
122. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.09%
123. Sansar Trust (17/03/2028)0.08%
124. 6.48% Government of India (06/10/2035)0.08%
125. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.06%
126. 9.233% Shriram Finance Limited (18/05/2027)0.06%
127. 8.32% Torrent Power Limited (28/02/2028)0.06%
128. 7.4% Bharti Telecom Limited (01/02/2029)0.06%
129. 7.04% Government of India (03/06/2029)0.06%
130. 7.7951% Bajaj Finance Limited (10/12/2027)0.06%
131. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.06%
132. 7.75% Gujarat State Development Loans (13/12/2027)0.06%
133. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)0.05%
134. 6.28% Government of India (14/07/2032)0.05%
135. 6.67% Government of India (15/12/2035)0.05%
136. 6.68% Government of India (27/01/2033)0.05%
137. 8.1167% Bajaj Finance Limited (10/05/2027)0.05%
138. 6.75% Government of India (23/12/2029)0.04%
139. 6.33% Government of India (05/05/2035)0.04%
140. 7.34% Government of India (22/04/2064)0.04%
141. 7.37% Government of India (23/10/2028)0.04%
142. 7.17% Government of India (17/04/2030)0.04%
143. 6.79% Government of India (15/05/2027)0.03%
144. 8.15% Government of India (24/11/2026)0.03%
145. 7.3% Government of India (19/06/2053)0.03%
146. 7.38% Government of India (20/06/2027)0.03%
147. 7.7% Bajaj Housing Finance Limited (21/05/2027)0.03%
148. 6.92% Government of India (18/11/2039)0.02%
149. 6.79% Government of India (07/10/2034)0.02%
150. 7.53% Haryana State Development Loans (24/05/2027)0.02%
151. 8.95% Muthoot Finance Limited (03/05/2027)0.02%
152. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.02%
153. 7.75% Small Industries Dev Bank of India (10/06/2027)0.02%
154. 7.79% Small Industries Dev Bank of India (14/05/2027)0.02%
155. 7.44% Power Finance Corporation Limited (11/06/2027)0.02%
156. 6.1% Government of India (12/07/2031)0.02%
157. 7.8350% LIC Housing Finance Limited (11/05/2027)0.02%
158. 7.1% Government of India (08/04/2034)0.02%
159. 7.26% Government of India (06/02/2033)0.01%
160. Interest Rate Swaps Pay Floating Receive Fix -BARC (20/02/2029) (FV 10000 Lacs)0.01%
161. 7.64% Food Corporation Of India (12/12/2029)0.01%
162. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.01%
163. 6.79% Government of India (26/12/2029)0.01%
164. 7.56% REC Limited (31/08/2027)0.01%
165. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
166. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
167. Interest Rate Swaps Pay Fix Receive Floating -HSBC BANK (07/08/2028) (FV 5000 Lacs)0.00%
168. Interest Rate Swaps Pay Fix Receive Floating -NOMURA (10/08/2028) (FV 5000 Lacs)0.00%
169. Interest Rate Swaps Pay Fix Receive Floating -AXIS BANK (06/08/2027) (FV 10000 Lacs)0.00%
170. Interest Rate Swaps Pay Fix Receive Floating -BARC (10/08/2028) (FV 5000 Lacs)0.00%
171. Interest Rate Swaps Pay Fix Receive Floating -DBS (12/08/2028) (FV 5000 Lacs)0.00%
172. Interest Rate Swaps Pay Fix Receive Floating -DBS (13/08/2031) (FV 5000 Lacs)0.00%
173. Interest Rate Swaps Pay Fix Receive Floating -DBS (06/08/2031) (FV 5000 Lacs)0.00%
174. Interest Rate Swaps Pay Fix Receive Floating -BARC (04/08/2028) (FV 5000 Lacs)0.00%
175. Interest Rate Swaps Pay Fix Receive Floating -NOMURA (05/08/2027) (FV 10000 Lacs)0.00%
176. Interest Rate Swaps Pay Fix Receive Floating -IDFC BANK (23/07/2028) (FV 5000 Lacs)0.00%
177. Interest Rate Swaps Pay Fix Receive Floating -ICISECPD (07/08/2028) (FV 5000 Lacs)0.00%
178. Interest Rate Swaps Pay Fix Receive Floating -ICISECPD (06/08/2031) (FV 2500 Lacs)0.00%
179. 8.60% Government of India (02/06/2028)0.00%
180. 7.18% Government of India (24/07/2037)0.00%
181. 7.59% Government of India (20/03/2029)0.00%
182. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%
183. 7.88% Government of India (19/03/2030)0.00%

1. 7.17% Gujarat State Development Loans (04/02/2032)1.21%
2. 7.17% Karnataka State Development Loans (29/01/2030)0.92%
3. 6.92% Tamilnadu State Development Loans (07/01/2030)0.85%
4. 7.02% Tamilnadu State Development Loans (23/02/2030)0.61%
5. 6.9% Maharashtra State Development Loans (04/02/2030)0.61%
6. 7.14% Karnataka State Development Loans (12/01/2032)0.61%
7. 6.58% Gujarat State Development Loans (31/03/2027)0.12%
8. 7.5% West Bengal State Development Loans (03/12/2037)0.06%
9. 6.69% Tamilnadu State Development Loans (23/09/2030)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. 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)0.02%
4. 8.97% Government of India (05/12/2030)0.00%
5. 5.79% Government of India (11/05/2030)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 ₹7,501 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
Nippon India Short Term Fund Growth56,556 CR0.94
IDBI Short Term Bond Fund Growth025 CR0.75
Axis Short Term Fund - Retail Plan Growth07,501 CR0.93
Bandhan Short Term Fund Growth59,431 CR0.84
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundNippon India Short Term Fund Growth5.526823.1172
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundAxis Short Term Fund - Retail Plan Growth5.622723.4714
This FundBandhan Short Term Fund Growth6.041423.5817
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 : 0.11%
  • 6 Months : 2.94%
  • 1 Year : 5.62%
  • 3 Years : 7.28%
Returns of Axis Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 32.6789 as on Sep 11,2026. Since inception, the return has been 23.47%.

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 ₹7,501 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.