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Axis Short Duration Fund - Retail Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹8,734 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index

Summary

Axis Short Duration Fund - Retail Plan Growth NAV is ₹32.2923 as of 23 Jun, 2026. Axis Short Duration Fund - Retail Plan Growth has delivered 23.25% returns since its launch. The minimum SIP investment amount in Axis Short Duration Fund - Retail Plan Growth is ₹100. The AUM of Axis Short Duration Fund - Retail Plan Growth is ₹8,734 Cr. The expense ratio of the fund is 0.93%, and its benchmark is NIFTY Short Duration Debt Index. The current exit load of the fund is Nil. In the last 1M months, Axis Short Duration Fund - Retail Plan Growth has delivered 1.39% returns.

Axis Short Duration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.390.57192.10
6M2.651.96192.10
1Y5.364.72192.10
3Y7.2213.85219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.59%
  • Others
As on: 2026-05-31
View allocation % by

1. Clearing Corporation of India Ltd3.42%
2. 6.48% Government of India (06/10/2035)3.13%
3. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)2.84%
4. 6.61% Power Finance Corporation Limited (15/07/2028)2.80%
5. Net Receivables / (Payables)2.72%
6. Siddhivinayak Securitisation Trust (28/09/2030)2.38%
7. 7.24% Government of India (18/08/2055)2.35%
8. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)2.26%
9. 7.22% Small Industries Dev Bank of India (10/04/2029)2.25%
10. 7.87% IndiGrid Infrastructure Trust (24/02/2027)2.17%
11. Jubilant Beverages Limited (31/05/2028) (ZCB)1.96%
12. Punjab National Bank (05/02/2027)1.58%
13. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.39%
14. Shivshakti Securitisation Trust (28/09/2029)1.32%
15. 7.3763% Bajaj Finance Limited (26/06/2028)1.30%
16. India Universal Trust (20/09/2030)1.29%
17. 6.68% Government of India (07/07/2040)1.20%
18. 7.68% Small Industries Dev Bank of India (10/08/2027)1.18%
19. Mahindra & Mahindra Financial Services Limited (18/05/2029) (FRN)1.15%
20. 8.65% TVS Holdings Limited (07/06/2029)1.15%
21. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.15%
22. 7.51% Small Industries Dev Bank of India (12/06/2028)1.14%
23. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)1.14%
24. 8.52% Muthoot Finance Limited (07/04/2028)1.14%
25. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.14%
26. 7.123% Tata Capital Housing Finance Limited (21/07/2027)1.13%
27. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.13%
28. 7.02% Bajaj Housing Finance Limited (26/05/2028)1.12%
29. 7.9611% HDB Financial Services Limited (05/01/2028)1.09%
30. Bank of Baroda (03/02/2027)1.09%
31. ICICI Bank Limited (25/03/2027)1.08%
32. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.07%
33. 09.15% Shriram Finance Limited (28/06/2029)0.99%
34. 8.15% Godrej Industries Limited (22/11/2029)0.97%
35. Jubilant Bevco Limited (31/05/2028) (ZCB)0.97%
36. Punjab National Bank (09/02/2027)0.92%
37. 7.27% Tata Capital Housing Finance Limited (25/04/2028)0.90%
38. 7.8% Tata Capital Housing Finance Limited (05/08/2027)0.86%
39. 7.6937% Nexus Select Trust - REIT (28/05/2027)0.86%
40. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.86%
41. 7.45% Power Finance Corporation Limited (15/07/2028)0.85%
42. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.85%
43. 7.24% Power Finance Corporation Limited (17/02/2031)0.84%
44. 6.66% Small Industries Dev Bank of India (25/10/2028)0.84%
45. Radhakrishna Securitisation Trust (28/09/2028)0.82%
46. Bank of India (17/02/2027)0.81%
47. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.80%
48. 7.45% Bharti Telecom Limited (15/12/2028)0.78%
49. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.73%
50. 7.25% RJ Corp Limited (08/12/2028)0.63%
51. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.60%
52. 7.75% Small Industries Dev Bank of India (10/06/2027)0.59%
53. Tata Capital Limited (21/02/2029) (FRN)0.57%
54. 8.40% Godrej Properties Limited (25/01/2028)0.57%
55. 7.89% Summit Digitel Infrastructure Limited (30/04/2029)0.57%
56. 8.65% Muthoot Finance Limited (31/01/2028)0.57%
57. 8.60% Muthoot Finance Limited (02/03/2028)0.57%
58. 7.55% REC Limited (31/10/2026)0.57%
59. 8.00% Tata Capital Limited (19/10/2027)0.57%
60. 7.30% Power Finance Corporation Limited (07/08/2027)0.57%
61. 7.60% Poonawalla Fincorp Limited (28/05/2027)0.57%
62. 6.73% Power Finance Corporation Limited (15/10/2027)0.56%
63. 6.90% LIC Housing Finance Limited (17/09/2027)0.56%
64. 6.27% Power Finance Corporation Limited (15/07/2027)0.56%
65. 7.04% IndiGrid Infrastructure Trust (27/09/2028)0.56%
66. 7.35% National Housing Bank (02/01/2032)0.56%
67. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.56%
68. 6.74% Small Industries Dev Bank of India (10/01/2029)0.56%
69. Small Industries Dev Bank of India (16/12/2026)0.55%
70. National Bank For Agriculture and Rural Development (22/01/2027)0.54%
71. Canara Bank (28/01/2027)0.54%
72. Bank of Baroda (04/02/2027)0.54%
73. National Bank For Agriculture and Rural Development (04/02/2027)0.54%
74. HDFC Bank Limited (09/03/2027)0.54%
75. India Universal Trust (21/11/2030)0.54%
76. 7.91% Punjab State Development Loans (08/04/2036)0.52%
77. 7.98% Bajaj Housing Finance Limited (18/11/2027)0.51%
78. 8.10% Godrej Industries Limited (22/05/2028)0.51%
79. 7.15% Sundaram Home Finance Limited (16/05/2028)0.51%
80. 8.52% Muthoot Finance Limited (26/05/2028)0.46%
81. 8.1% Tata Capital Housing Finance Limited (19/02/2027)0.46%
82. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.45%
83. Sansar Trust (25/04/2031)0.44%
84. India Universal Trust (21/11/2027)0.35%
85. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.34%
86. 7.44% Power Finance Corporation Limited (11/06/2027)0.31%
87. 7.26% Government of India (22/08/2032)0.29%
88. 7.90% Bajaj Finance Limited (13/04/2028)0.29%
89. 7.75% LIC Housing Finance Limited (23/11/2027)0.29%
90. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.29%
91. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)0.29%
92. 7.65% Tamilnadu State Development Loans (25/01/2033)0.29%
93. 7.68% Small Industries Dev Bank of India (10/09/2027)0.29%
94. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.29%
95. India Universal Trust (20/07/2027)0.29%
96. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.28%
97. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)0.28%
98. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.28%
99. 7.5519% HDB Financial Services Limited (04/04/2029)0.28%
100. 7.38% Power Finance Corporation Limited (15/01/2032)0.28%
101. 7.73% Embassy Office Parks REIT (14/12/2029)0.28%
102. Punjab National Bank (04/02/2027)0.27%
103. 8.9% Bharti Telecom Limited (05/11/2034)0.24%
104. 7.4091% HDB Financial Services Limited (05/06/2028)0.23%
105. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.23%
106. 7.88% Muthoot Finance Limited (22/11/2028)0.23%
107. 8.05% Muthoot Finance Limited (25/11/2027)0.23%
108. Sansar Trust (25/06/2030)0.23%
109. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)0.22%
110. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.22%
111. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.22%
112. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.22%
113. Government of India (05/08/2032)0.19%
114. Government of India (15/10/2032)0.18%
115. 6.94% Government of India (11/05/2036)0.18%
116. 6.76% Government of India (22/08/2027)0.18%
117. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.17%
118. 7.96% Embassy Office Parks REIT (27/09/2027)0.17%
119. Bank of Baroda (06/01/2027)0.16%
120. Government of India (22/10/2028)0.15%
121. 4.7% Government of India (22/09/2033)0.14%
122. Government of India (05/02/2027)0.12%
123. 7.79% Small Industries Dev Bank of India (19/04/2027)0.11%
124. 7.35% Export Import Bank of India (27/07/2028)0.11%
125. Government of India (05/02/2028)0.11%
126. 7.3% Bharti Telecom Limited (01/12/2027)0.11%
127. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)0.11%
128. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.11%
129. Kotak Mahindra Bank Limited (29/01/2027)0.11%
130. Sansar Trust (17/03/2028)0.10%
131. 9.20% Government of India (30/09/2030)0.06%
132. 7.32% Government of India (13/11/2030)0.06%
133. 7.75% Gujarat State Development Loans (13/12/2027)0.06%
134. 7.4% Bharti Telecom Limited (01/02/2029)0.06%
135. 7.04% Government of India (03/06/2029)0.06%
136. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.06%
137. 9.233% Shriram Finance Limited (18/05/2027)0.06%
138. 7.75% Mindspace Business Parks REIT (30/06/2026)0.06%
139. 7.99% LIC Housing Finance Limited (12/07/2029)0.06%
140. 8.32% Torrent Power Limited (28/02/2028)0.06%
141. 7.8350% LIC Housing Finance Limited (11/05/2027)0.06%
142. 7.7951% Bajaj Finance Limited (10/12/2027)0.06%
143. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.06%
144. 7.38% Government of India (20/06/2027)0.06%
145. 8.1167% Bajaj Finance Limited (10/05/2027)0.05%
146. 6.67% Government of India (15/12/2035)0.05%
147. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)0.05%
148. 6.28% Government of India (14/07/2032)0.04%
149. 6.33% Government of India (05/05/2035)0.04%
150. 7.37% Government of India (23/10/2028)0.04%
151. 7.17% Government of India (17/04/2030)0.04%
152. 6.75% Government of India (23/12/2029)0.04%
153. 6.79% Government of India (15/05/2027)0.03%
154. 7.34% Government of India (22/04/2064)0.03%
155. 7.3% Government of India (19/06/2053)0.03%
156. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.02%
157. 7.53% Haryana State Development Loans (24/05/2027)0.02%
158. 8.95% Muthoot Finance Limited (03/05/2027)0.02%
159. 7.79% Small Industries Dev Bank of India (14/05/2027)0.02%
160. 6.1% Government of India (12/07/2031)0.02%
161. 8.15% Government of India (24/11/2026)0.02%
162. Interest Rate Swaps Pay Floating Receive Fix -DBS (15/05/2029) (FV 10000 Lacs)0.01%
163. 7.64% Food Corporation Of India (12/12/2029)0.01%
164. 6.79% Government of India (26/12/2029)0.01%
165. 7.1% Government of India (08/04/2034)0.01%
166. 6.79% Government of India (07/10/2034)0.01%
167. 6.92% Government of India (18/11/2039)0.01%
168. 7.56% REC Limited (31/08/2027)0.01%
169. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
170. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
171. 7.26% Government of India (06/02/2033)0.01%
172. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.01%
173. Interest Rate Swaps Pay Floating Receive Fix -HSBC BANK (22/05/2028) (FV 10000 Lacs)0.00%
174. Interest Rate Swaps Pay Floating Receive Fix -NOMURA (29/05/2029) (FV 5000 Lacs)0.00%
175. 7.88% Government of India (19/03/2030)0.00%
176. India Universal Trust (20/09/2026)0.00%
177. 8.60% Government of India (02/06/2028)0.00%
178. 7.18% Government of India (24/07/2037)0.00%
179. 7.59% Government of India (20/03/2029)0.00%
180. 8.97% Government of India (05/12/2030)0.00%
181. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%

1. 7.7% Maharashtra State Development Loans (25/05/2032)0.29%
2. 7.07% Gujarat State Development Loans (12/02/2032)0.28%
3. 6.58% Gujarat State Development Loans (31/03/2027)0.23%
4. 7.5% Tamilnadu State Development Loans (14/01/2036)0.11%
5. 7.62% Punjab State Development Loans (30/11/2032)0.10%
6. 7.5% West Bengal State Development Loans (03/12/2037)0.06%
7. 6.69% Tamilnadu State Development Loans (23/09/2030)0.06%
8. 7.44% Madhya Pradesh State Development Loans (03/12/2038)0.04%
9. 7.17% West Bangal State Development Loans (02/03/2032)0.03%
10. 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)0.02%
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

Axis Short Duration Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹8,734 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
Bandhan Short Duration Fund Growth58326.5 CR0.82
Nippon India Short Duration Fund Growth57246.59 CR0.94
Axis Short Duration Fund - Retail Plan Growth08734.2 CR0.93
ICICI Prudential Short Term Fund Growth421228.52 CR1.04
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBandhan Short Duration Fund Growth5.247923.0574
This FundNippon India Short Duration Fund Growth5.122623.1391
This FundAxis Short Duration Fund - Retail Plan Growth5.359223.247
This FundICICI Prudential Short Term Fund Growth5.590523.6805
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 : 1.39%
  • 6 Months : 2.65%
  • 1 Year : 5.36%
  • 3 Years : 7.22%
Returns of Axis Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 32.2923 as on Jun 19,2026. Since inception, the return has been 23.25%.

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 ₹8,734 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.