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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹10,900 Cr

Lock In Period

N/A

Expense Ratio

0.93

Benchmark

NIFTY Short Duration Debt Index

Exit Load

Nil

Summary

Latest details for Axis Short Duration Fund - Retail Plan Growth include a ₹31.6822 NAV as of Mar 31,2026 and returns since inception of 23.20%. Minimum investments start at SIP ₹100. The Axis Short Duration Fund - Retail Plan Growth AUM is ₹10,900 Cr, with a lock-in of N/A years, expense ratio of 0.93%, and benchmark NIFTY Short Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.32% returns, against a category average of -2.34% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.32-2.34192.10
6M1.960.31192.10
1Y6.144.11192.10
3Y7.2015.15219.54

Portfolio Analysis

  • Equity:
  • Debt: 97.23%
  • Others
As on: 2026-03-15
View allocation % by

1. Net Receivables / (Payables)4.78%
2. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)3.68%
3. 6.61% Power Finance Corporation Limited (15/07/2028)2.26%
4. Small Industries Dev Bank of India (04/02/2027)2.15%
5. Siddhivinayak Securitisation Trust (28/09/2030)1.94%
6. 7.87% IndiGrid Infrastructure Trust (24/02/2027)1.75%
7. Punjab National Bank (12/03/2027)1.71%
8. Jubilant Beverages Limited (31/05/2028) (ZCB)1.56%
9. National Bank For Agriculture and Rural Development (14/01/2027)1.51%
10. 7.51% Small Industries Dev Bank of India (12/06/2028)1.38%
11. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)1.37%
12. 7.24% Power Finance Corporation Limited (17/02/2031)1.37%
13. 7.123% Tata Capital Housing Finance Limited (21/07/2027)1.37%
14. 7.4% Bharti Telecom Limited (01/02/2029)1.18%
15. 7.73% Embassy Office Parks REIT (14/12/2029)1.16%
16. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.14%
17. 6.60% REC Limited (30/06/2027)1.14%
18. 8.55% Shriram Finance Limited (28/04/2028)1.12%
19. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)1.10%
20. Shivshakti Securitisation Trust (28/09/2029)1.08%
21. India Universal Trust (20/09/2030)1.06%
22. 6.48% Government of India (06/10/2035)0.99%
23. 7.27% Tata Capital Housing Finance Limited (25/04/2028)0.96%
24. 7.68% Small Industries Dev Bank of India (10/08/2027)0.95%
25. 8.1% Tata Capital Housing Finance Limited (13/12/2028)0.93%
26. 8.52% Muthoot Finance Limited (07/04/2028)0.93%
27. 8.65% TVS Holdings Limited (07/06/2029)0.92%
28. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)0.92%
29. 7.55% REC Limited (31/10/2026)0.92%
30. 7.22% Small Industries Dev Bank of India (10/04/2029)0.91%
31. 7.5519% HDB Financial Services Limited (04/04/2029)0.91%
32. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)0.91%
33. 7.02% Bajaj Housing Finance Limited (26/05/2028)0.91%
34. 6.73% Power Finance Corporation Limited (15/10/2027)0.91%
35. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)0.91%
36. 7.9611% HDB Financial Services Limited (05/01/2028)0.88%
37. HDFC Bank Limited (13/11/2026)0.88%
38. 7.89% Tata Capital Limited (26/07/2027)0.87%
39. 8.15% Godrej Industries Limited (22/11/2029)0.87%
40. Small Industries Dev Bank of India (04/12/2026)0.87%
41. Small Industries Dev Bank of India (28/01/2027)0.86%
42. 09.15% Shriram Finance Limited (28/06/2029)0.80%
43. Jubilant Bevco Limited (31/05/2028) (ZCB)0.77%
44. 6.68% Government of India (07/07/2040)0.72%
45. 8.40% Godrej Properties Limited (25/01/2028)0.70%
46. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.69%
47. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.69%
48. 7.8% Tata Capital Housing Finance Limited (05/08/2027)0.69%
49. 8.10% Godrej Industries Limited (22/05/2028)0.69%
50. 7.6937% Nexus Select Trust - REIT (28/05/2027)0.69%
51. 6.27% Power Finance Corporation Limited (15/07/2027)0.68%
52. 6.66% Small Industries Dev Bank of India (25/10/2028)0.68%
53. Radhakrishna Securitisation Trust (28/09/2028)0.67%
54. 8.06% Summit Digitel Infrastructure Limited (29/01/2029)0.65%
55. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.64%
56. 7.3763% Bajaj Finance Limited (26/06/2028)0.64%
57. 7.45% Bharti Telecom Limited (15/12/2028)0.64%
58. 7.44% Karnataka State Development Loans (25/02/2036)0.60%
59. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.59%
60. 7.6% Torrent Pharmaceuticals Limited (19/01/2029)0.55%
61. 7.3% Bharti Telecom Limited (01/12/2027)0.55%
62. 7.25% RJ Corp Limited (08/12/2028)0.51%
63. 7.75% Mindspace Business Parks REIT (30/06/2026)0.50%
64. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.48%
65. 7.89% Summit Digitel Infrastructure Limited (30/04/2029)0.46%
66. 7.48% Maharashtra State Development Loans (25/02/2037)0.46%
67. 7.42% Small Industries Dev Bank of India (12/03/2029)0.46%
68. 7.27% National Bank For Agriculture and Rural Development (23/02/2029)0.46%
69. 7.18% Power Finance Corporation Limited (20/01/2027)0.46%
70. 7.43% National Bank For Financing Infrastructure And Development (16/06/2033)0.46%
71. 7.30% Power Finance Corporation Limited (07/08/2027)0.46%
72. 7.60% Poonawalla Fincorp Limited (28/05/2027)0.46%
73. 6.90% LIC Housing Finance Limited (17/09/2027)0.46%
74. 8.65% Muthoot Finance Limited (31/01/2028)0.46%
75. 8.60% Muthoot Finance Limited (02/03/2028)0.46%
76. 7.04% IndiGrid Infrastructure Trust (27/09/2028)0.45%
77. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.45%
78. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.45%
79. India Universal Trust (21/11/2030)0.44%
80. Small Industries Dev Bank of India (27/10/2026)0.44%
81. Sansar Trust (25/04/2031)0.43%
82. Small Industries Dev Bank of India (16/12/2026)0.43%
83. Bank of Baroda (11/01/2027)0.43%
84. National Bank For Agriculture and Rural Development (22/01/2027)0.43%
85. 7.98% Bajaj Housing Finance Limited (18/11/2027)0.42%
86. 7.15% Sundaram Home Finance Limited (16/05/2028)0.41%
87. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.41%
88. 8.1% Tata Capital Housing Finance Limited (19/02/2027)0.37%
89. 8.75% Godrej Finance Limited (18/01/2027)0.37%
90. 8.52% Muthoot Finance Limited (26/05/2028)0.37%
91. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.36%
92. 8.30% Godrej Properties Limited (19/03/2027)0.32%
93. 7.2337% Bajaj Finance Limited (28/06/2027)0.32%
94. India Universal Trust (21/11/2027)0.31%
95. 8.95% Muthoot Finance Limited (03/05/2027)0.30%
96. Sansar Trust (25/06/2030)0.27%
97. 7.35% Bharti Telecom Limited (15/10/2027)0.27%
98. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.27%
99. India Universal Trust (20/07/2027)0.25%
100. 7.44% Power Finance Corporation Limited (11/06/2027)0.25%
101. 7.26% Government of India (22/08/2032)0.24%
102. 8.35% Indian Railway Finance Corporation Limited (13/03/2029)0.24%
103. 7.62% National Bank For Agriculture and Rural Development (10/05/2029)0.23%
104. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.23%
105. 7.90% Bajaj Finance Limited (13/04/2028)0.23%
106. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.23%
107. 7.44% Power Finance Corporation Limited (15/01/2030)0.23%
108. 7.75% LIC Housing Finance Limited (23/11/2027)0.23%
109. 7.68% Small Industries Dev Bank of India (10/09/2027)0.23%
110. 7.49% Small Industries Dev Bank of India (11/06/2029)0.23%
111. 7.45% Power Finance Corporation Limited (15/07/2028)0.23%
112. 7.75% Bharti Telecom Limited (29/02/2028)0.23%
113. 7.34% Small Industries Dev Bank of India (26/02/2029)0.23%
114. 7.38% Power Finance Corporation Limited (15/01/2032)0.23%
115. 7.4091% HDB Financial Services Limited (05/06/2028)0.23%
116. 7.12% Power Grid Corporation of India Limited (24/12/2034)0.23%
117. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)0.23%
118. 8.9% Bharti Telecom Limited (05/11/2034)0.19%
119. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.18%
120. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.18%
121. 7.68% Small Industries Dev Bank of India (09/07/2027)0.18%
122. 8.05% Muthoot Finance Limited (25/11/2027)0.18%
123. 7.70% Torrent Pharmaceuticals Limited (18/01/2030)0.18%
124. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.18%
125. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.18%
126. Government of India (05/08/2032)0.15%
127. Government of India (15/10/2032)0.15%
128. 6.76% Government of India (22/08/2027)0.14%
129. 7.96% Embassy Office Parks REIT (27/09/2027)0.14%
130. 7.54% Karnataka State Development Loans (04/03/2039)0.14%
131. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.14%
132. Government of India (22/10/2028)0.12%
133. Sansar Trust (17/03/2028)0.11%
134. 4.7% Government of India (22/09/2033)0.11%
135. Government of India (05/02/2027)0.09%
136. 7.86% Tata Capital Housing Finance Limited (21/09/2029)0.09%
137. 8.05% HDB Financial Services Limited (08/08/2029)0.09%
138. 7.79% Small Industries Dev Bank of India (19/04/2027)0.09%
139. 7.35% Export Import Bank of India (27/07/2028)0.09%
140. Government of India (05/02/2028)0.09%
141. Kotak Mahindra Bank Limited (29/01/2027)0.09%
142. 7.99% LIC Housing Finance Limited (12/07/2029)0.05%
143. 8.32% Torrent Power Limited (28/02/2028)0.05%
144. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.05%
145. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.05%
146. 9.20% Government of India (30/09/2030)0.05%
147. 7.32% Government of India (13/11/2030)0.05%
148. 7.75% Gujarat State Development Loans (13/12/2027)0.05%
149. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.05%
150. 9.233% Shriram Finance Limited (18/05/2027)0.05%
151. 7.9237% Bajaj Housing Finance Limited (16/03/2026)0.05%
152. 7.44% Small Industries Dev Bank of India (04/09/2026)0.05%
153. 6.50% Tata Capital Housing Finance Limited (15/06/2026)0.05%
154. 7.38% Government of India (20/06/2027)0.05%
155. 7.04% Government of India (03/06/2029)0.05%
156. 7.8350% LIC Housing Finance Limited (11/05/2027)0.05%
157. 7.7951% Bajaj Finance Limited (10/12/2027)0.05%
158. 6.9% Government of India (15/04/2065)0.04%
159. 7.56% REC Limited (31/08/2027)0.04%
160. 6.67% Government of India (15/12/2035)0.04%
161. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)0.04%
162. 6.28% Government of India (14/07/2032)0.03%
163. 7.37% Government of India (23/10/2028)0.03%
164. 7.17% Government of India (17/04/2030)0.03%
165. 6.75% Government of India (23/12/2029)0.03%
166. 6.33% Government of India (05/05/2035)0.03%
167. 7.34% Government of India (22/04/2064)0.03%
168. 7.3% Government of India (19/06/2053)0.02%
169. 6.79% Government of India (15/05/2027)0.02%
170. 8.15% Government of India (24/11/2026)0.02%
171. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.02%
172. 7.53% Haryana State Development Loans (24/05/2027)0.02%
173. 6.1% Government of India (12/07/2031)0.02%
174. India Universal Trust (20/09/2026)0.02%
175. 6.92% Government of India (18/11/2039)0.01%
176. 7.64% Food Corporation Of India (12/12/2029)0.01%
177. 6.79% Government of India (26/12/2029)0.01%
178. 7.26% Government of India (06/02/2033)0.01%
179. 7.1% Government of India (08/04/2034)0.01%
180. 6.79% Government of India (07/10/2034)0.01%
181. 7.23% Tamilnadu State Development Loans (14/06/2027)0.00%
182. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.00%
183. 8.3774% HDB Financial Services Limited (24/04/2026)0.00%
184. 8.60% Government of India (02/06/2028)0.00%
185. 7.18% Government of India (24/07/2037)0.00%
186. 7.59% Government of India (20/03/2029)0.00%
187. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%
188. 8.97% Government of India (05/12/2030)0.00%
189. Interest Rate Swaps Pay Floating Receive Fix -NOMURA (10/03/2031) (FV 5000 Lacs)0.00%
190. Interest Rate Swaps Pay Floating Receive Fix -ICISECPD (10/03/2031) (FV 5000 Lacs)0.00%
191. Interest Rate Swaps Pay Floating Receive Fix -DBS (10/03/2031) (FV 5000 Lacs)0.00%
192. 7.88% Government of India (19/03/2030)0.00%
193. Interest Rate Swaps Pay Floating Receive Fix -BARC (10/03/2031) (FV 5000 Lacs)0.00%

1. 7.62% Punjab State Development Loans (30/11/2032)2.03%
2. 7.55% Karnataka State Development Loans (11/08/2035)0.46%
3. 7.53% Tamilnadu State Development Loans (28/01/2037)0.42%
4. 7.5% Tamilnadu State Development Loans (28/01/2036)0.37%
5. 7.49% Karnataka State Development Loans (04/02/2035)0.32%
6. 7.68% Andhra Pradesh State Development Loans (04/02/2039)0.19%
7. 7.57% Uttar Pradesh State Development Loans (04/02/2036)0.19%
8. 6.58% Gujarat State Development Loans (31/03/2027)0.18%
9. 7.5% Tamilnadu State Development Loans (14/01/2036)0.09%
10. 7.47% Gujarat State Development Loans (28/01/2036)0.09%
11. 7.86% Bihar State Development Loans (11/02/2039)0.05%
12. 7.5% West Bengal State Development Loans (03/12/2037)0.05%
13. 6.69% Tamilnadu State Development Loans (23/09/2030)0.05%
14. 7.44% Madhya Pradesh State Development Loans (03/12/2038)0.03%
15. 7.17% West Bangal State Development Loans (02/03/2032)0.02%
16. 7.45% Bihar State Development Loans (10/09/2034)0.00%

1. 7.60% Power Finance Corporation Limited (20/02/2027)0.46%
2. 7.83% Indian Railway Finance Corporation Limited (19/03/2027)0.46%

1. 6.64% Government of India (16/06/2035)0.04%
2. 7.26% Government of India (14/01/2029)0.02%
3. 5.79% Government of India (11/05/2030)0.00%

1. 8.5% Cholamandalam Investment and Finance Company Ltd (30/01/2027)0.04%

About Fund

Axis Short Duration Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹10,900 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBandhan Short Duration Fund Growth510055.52 CR0.83
This FundAditya Birla Sun Life Short Term Fund Growth48590.1 CR0.99
This FundAxis Short Duration Fund - Retail Plan Growth310900.02 CR0.93
This FundHDFC Short Term Debt Fund - Growth416189.16 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBandhan Short Duration Fund Growth5.76222.6888
This FundAditya Birla Sun Life Short Term Fund Growth5.830122.8271
This FundAxis Short Duration Fund - Retail Plan Growth6.136223.1975
This FundHDFC Short Term Debt Fund - Growth6.078723.8251
This FundFranklin India Short Term Income Plan Growth192.0971219.539

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 : -0.32%
  • 6 Months : 1.96%
  • 1 Year : 6.14%
  • 3 Years : 7.20%
Returns of Axis Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 31.6822 as on Mar 31,2026. Since inception, the return has been 23.20%.

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 ₹10,900 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.
Min Inv Amount: ₹500