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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)

₹9,069 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 ₹31.9418 NAV as of Apr 22,2026 and returns since inception of 23.31%. Minimum investments start at SIP ₹100. The Axis Short Duration Fund - Retail Plan Growth AUM is ₹9,069 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 0.60% returns, against a category average of 2.10% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.602.10192.10
6M2.171.86192.10
1Y5.715.97192.10
3Y7.2317.26219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.57%
  • Others
As on: 2026-03-31
View allocation % by

1. Clearing Corporation of India Ltd4.13%
2. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)3.59%
3. Siddhivinayak Securitisation Trust (28/09/2030)2.51%
4. 6.61% Power Finance Corporation Limited (15/07/2028)2.35%
5. 7.87% IndiGrid Infrastructure Trust (24/02/2027)2.28%
6. Jubilant Beverages Limited (31/05/2028) (ZCB)2.04%
7. National Bank For Agriculture and Rural Development (14/01/2027)1.98%
8. 7.51% Small Industries Dev Bank of India (12/06/2028)1.80%
9. 7.1% National Bank For Agriculture and Rural Development (29/03/2029)1.78%
10. 7.24% Power Finance Corporation Limited (17/02/2031)1.77%
11. 7.4% Bharti Telecom Limited (01/02/2029)1.53%
12. 7.73% Embassy Office Parks REIT (14/12/2029)1.50%
13. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)1.45%
14. 8.55% Shriram Finance Limited (28/04/2028)1.45%
15. Shivshakti Securitisation Trust (28/09/2029)1.39%
16. India Universal Trust (20/09/2030)1.38%
17. Net Receivables / (Payables)1.35%
18. 7.27% Tata Capital Housing Finance Limited (25/04/2028)1.25%
19. 7.68% Small Industries Dev Bank of India (10/08/2027)1.24%
20. 8.1% Tata Capital Housing Finance Limited (13/12/2028)1.21%
21. 8.65% TVS Holdings Limited (07/06/2029)1.21%
22. 8.52% Muthoot Finance Limited (07/04/2028)1.20%
23. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.20%
24. 7.123% Tata Capital Housing Finance Limited (21/07/2027)1.19%
25. 6.73% Power Finance Corporation Limited (15/10/2027)1.18%
26. 7.99% Godrej Seeds & Genetics Limited (26/12/2028)1.18%
27. 7.02% Bajaj Housing Finance Limited (26/05/2028)1.18%
28. 7.99% Godrej Seeds & Genetics Limited (26/03/2029)1.18%
29. Canara Bank (14/09/2026)1.16%
30. 7.9611% HDB Financial Services Limited (05/01/2028)1.14%
31. 8.15% Godrej Industries Limited (22/11/2029)1.14%
32. 6.9% Government of India (15/04/2065)1.12%
33. 09.15% Shriram Finance Limited (28/06/2029)1.04%
34. 7.89% Tata Capital Limited (26/07/2027)1.02%
35. Jubilant Bevco Limited (31/05/2028) (ZCB)1.01%
36. 8.40% Godrej Properties Limited (25/01/2028)0.91%
37. 7.8% Tata Capital Housing Finance Limited (05/08/2027)0.90%
38. 8.37% Aadhar Housing Finance Limited (29/05/2028)0.90%
39. 7.6937% Nexus Select Trust - REIT (28/05/2027)0.90%
40. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.90%
41. 6.66% Small Industries Dev Bank of India (25/10/2028)0.88%
42. Radhakrishna Securitisation Trust (28/09/2028)0.87%
43. 8.06% Summit Digitel Infrastructure Limited (29/01/2029)0.85%
44. 7.7165% Nexus Select Trust - REIT (14/06/2028)0.84%
45. 7.3763% Bajaj Finance Limited (26/06/2028)0.83%
46. 7.45% Bharti Telecom Limited (15/12/2028)0.83%
47. 8.4% DLF Cyber City Developers Limited (18/06/2027)0.77%
48. 7.6% Torrent Pharmaceuticals Limited (19/01/2029)0.71%
49. 7.3% Bharti Telecom Limited (01/12/2027)0.71%
50. 7.25% RJ Corp Limited (08/12/2028)0.66%
51. JTPM Metal Traders Limited (29/09/2028) (ZCB)0.62%
52. 7.27% National Bank For Agriculture and Rural Development (23/02/2029)0.60%
53. 8.65% Muthoot Finance Limited (31/01/2028)0.60%
54. 8.60% Muthoot Finance Limited (02/03/2028)0.60%
55. 7.89% Summit Digitel Infrastructure Limited (30/04/2029)0.60%
56. 7.55% REC Limited (31/10/2026)0.60%
57. 7.30% Power Finance Corporation Limited (07/08/2027)0.60%
58. 7.60% Poonawalla Fincorp Limited (28/05/2027)0.60%
59. AMC Repo Clearing Limited0.60%
60. 6.90% LIC Housing Finance Limited (17/09/2027)0.59%
61. 7.04% IndiGrid Infrastructure Trust (27/09/2028)0.59%
62. 7.43% National Bank For Financing Infrastructure And Development (16/06/2033)0.59%
63. 6.27% Power Finance Corporation Limited (15/07/2027)0.59%
64. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.59%
65. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)0.59%
66. Small Industries Dev Bank of India (16/12/2026)0.57%
67. National Bank For Agriculture and Rural Development (22/01/2027)0.57%
68. India Universal Trust (21/11/2030)0.57%
69. 7.98% Bajaj Housing Finance Limited (18/11/2027)0.54%
70. 8.10% Godrej Industries Limited (22/05/2028)0.54%
71. 7.15% Sundaram Home Finance Limited (16/05/2028)0.53%
72. Sansar Trust (25/04/2031)0.53%
73. 8.1% Tata Capital Housing Finance Limited (19/02/2027)0.48%
74. 8.52% Muthoot Finance Limited (26/05/2028)0.48%
75. 8.75% Godrej Finance Limited (18/01/2027)0.48%
76. 7.5519% HDB Financial Services Limited (04/04/2029)0.48%
77. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.47%
78. 7.61% Government of India (09/05/2030)0.43%
79. 8.30% Godrej Properties Limited (19/03/2027)0.42%
80. 7.2337% Bajaj Finance Limited (28/06/2027)0.42%
81. 8.95% Muthoot Finance Limited (03/05/2027)0.39%
82. India Universal Trust (21/11/2027)0.39%
83. 7.35% Bharti Telecom Limited (15/10/2027)0.36%
84. 7.68% Godrej Seeds & Genetics Limited (28/04/2028)0.35%
85. 7.44% Karnataka State Development Loans (25/02/2036)0.35%
86. 7.44% Power Finance Corporation Limited (11/06/2027)0.32%
87. India Universal Trust (20/07/2027)0.32%
88. Sansar Trust (25/06/2030)0.32%
89. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.30%
90. 7.68% Small Industries Dev Bank of India (10/09/2027)0.30%
91. 7.75% LIC Housing Finance Limited (23/11/2027)0.30%
92. 7.45% Power Finance Corporation Limited (15/07/2028)0.30%
93. 7.75% Bharti Telecom Limited (29/02/2028)0.30%
94. 7.4091% HDB Financial Services Limited (05/06/2028)0.30%
95. 7.26% Government of India (22/08/2032)0.30%
96. 8.1% Bajaj Housing Finance Limited (08/07/2027)0.30%
97. 7.90% Bajaj Finance Limited (13/04/2028)0.30%
98. 7.38% Power Finance Corporation Limited (15/01/2032)0.30%
99. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)0.29%
100. 7.12% Power Grid Corporation of India Limited (24/12/2034)0.29%
101. Punjab National Bank (04/02/2027)0.28%
102. 8.9% Bharti Telecom Limited (05/11/2034)0.25%
103. 7.68% Small Industries Dev Bank of India (09/07/2027)0.24%
104. 8.05% Muthoot Finance Limited (25/11/2027)0.24%
105. 7.68% Godrej Seeds & Genetics Limited (28/01/2028)0.24%
106. 7.70% Torrent Pharmaceuticals Limited (18/01/2030)0.24%
107. 7.10% Bajaj Housing Finance Limited (16/10/2028)0.24%
108. 7.68% Godrej Seeds & Genetics Limited (28/07/2028)0.24%
109. 7.68% Godrej Seeds & Genetics Limited (27/10/2028)0.24%
110. Government of India (05/08/2032)0.19%
111. Government of India (15/10/2032)0.19%
112. 6.76% Government of India (22/08/2027)0.19%
113. 7.96% Embassy Office Parks REIT (27/09/2027)0.18%
114. 7.6% Kotak Mahindra Prime Limited (19/05/2028)0.18%
115. Government of India (22/10/2028)0.16%
116. 4.7% Government of India (22/09/2033)0.14%
117. Sansar Trust (17/03/2028)0.13%
118. Government of India (05/02/2027)0.12%
119. 8.05% HDB Financial Services Limited (08/08/2029)0.12%
120. 7.79% Small Industries Dev Bank of India (19/04/2027)0.12%
121. 7.35% Export Import Bank of India (27/07/2028)0.12%
122. 7.5836% Kotak Mahindra Investments Limited (29/08/2029)0.12%
123. 7.299% Kotak Mahindra Prime Limited (22/09/2028)0.12%
124. Kotak Mahindra Bank Limited (29/01/2027)0.11%
125. Government of India (05/02/2028)0.11%
126. 9.20% Government of India (30/09/2030)0.07%
127. 7.75% Gujarat State Development Loans (13/12/2027)0.06%
128. 8.22% National Bank For Agriculture and Rural Development (13/12/2028)0.06%
129. 7.32% Government of India (13/11/2030)0.06%
130. 9.233% Shriram Finance Limited (18/05/2027)0.06%
131. 8.32% Torrent Power Limited (28/02/2028)0.06%
132. 7.99% LIC Housing Finance Limited (12/07/2029)0.06%
133. 8.12% Kotak Mahindra Prime Limited (21/06/2027)0.06%
134. 7.8350% LIC Housing Finance Limited (11/05/2027)0.06%
135. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.06%
136. 7.75% Mindspace Business Parks REIT (30/06/2026)0.06%
137. 7.7951% Bajaj Finance Limited (10/12/2027)0.06%
138. 6.50% Tata Capital Housing Finance Limited (15/06/2026)0.06%
139. 7.38% Government of India (20/06/2027)0.06%
140. 7.04% Government of India (03/06/2029)0.06%
141. 7.56% REC Limited (31/08/2027)0.05%
142. 6.67% Government of India (15/12/2035)0.05%
143. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)0.05%
144. 6.48% Government of India (06/10/2035)0.04%
145. 6.28% Government of India (14/07/2032)0.04%
146. 7.37% Government of India (23/10/2028)0.04%
147. 7.17% Government of India (17/04/2030)0.04%
148. 6.75% Government of India (23/12/2029)0.04%
149. 6.33% Government of India (05/05/2035)0.04%
150. 7.34% Government of India (22/04/2064)0.03%
151. 6.79% Government of India (15/05/2027)0.03%
152. 7.3% Government of India (19/06/2053)0.03%
153. 8.15% Government of India (24/11/2026)0.03%
154. 7.52% Uttar Pradesh State Development Loans (24/05/2027)0.02%
155. 7.53% Haryana State Development Loans (24/05/2027)0.02%
156. 6.1% Government of India (12/07/2031)0.02%
157. 7.26% Government of India (06/02/2033)0.02%
158. 7.1% Government of India (08/04/2034)0.02%
159. India Universal Trust (20/09/2026)0.01%
160. 6.79% Government of India (07/10/2034)0.01%
161. 6.92% Government of India (18/11/2039)0.01%
162. 6.68% Government of India (07/07/2040)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. 7.23% Tamilnadu State Development Loans (14/06/2027)0.01%
166. 7.90% Bajaj Housing Finance Limited (28/04/2028)0.01%
167. 8.3774% HDB Financial Services Limited (24/04/2026)0.01%
168. 8.60% Government of India (02/06/2028)0.00%
169. 7.18% Government of India (24/07/2037)0.00%
170. 7.59% Government of India (20/03/2029)0.00%
171. 7.16% Rajasthan State Development Loans (16/10/2029)0.00%
172. 8.97% Government of India (05/12/2030)0.00%
173. 7.88% Government of India (19/03/2030)0.00%
174. Interest Rate Swaps Pay Floating Receive Fix -ICISECPD (10/03/2031) (FV 5000 Lacs)-0.01%
175. Interest Rate Swaps Pay Floating Receive Fix -NOMURA (20/03/2031) (FV 5000 Lacs)-0.01%
176. Interest Rate Swaps Pay Floating Receive Fix -BARC (10/03/2031) (FV 5000 Lacs)-0.01%

1. 7.53% Tamilnadu State Development Loans (28/01/2037)0.53%
2. 7.55% Karnataka State Development Loans (11/08/2035)0.48%
3. 7.5% Tamilnadu State Development Loans (28/01/2036)0.47%
4. 7.49% Karnataka State Development Loans (04/02/2035)0.42%
5. 6.58% Gujarat State Development Loans (31/03/2027)0.24%
6. 7.68% Andhra Pradesh State Development Loans (04/02/2039)0.24%
7. 7.57% Uttar Pradesh State Development Loans (04/02/2036)0.12%
8. 7.5% Tamilnadu State Development Loans (14/01/2036)0.12%
9. 7.62% Punjab State Development Loans (30/11/2032)0.11%
10. 6.69% Tamilnadu State Development Loans (23/09/2030)0.06%
11. 7.5% West Bengal State Development Loans (03/12/2037)0.06%
12. 7.44% Madhya Pradesh State Development Loans (03/12/2038)0.04%
13. 7.17% West Bangal State Development Loans (02/03/2032)0.03%
14. 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)0.05%

About Fund

Axis Short Duration Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹9,069 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
This FundBandhan Short Duration Fund Growth58609.68 CR0.83
This FundNippon India Short Duration Fund Growth57158.28 CR0.95
This FundAxis Short Duration Fund - Retail Plan Growth09068.65 CR0.93
This FundICICI Prudential Short Term Fund Growth421470.23 CR1.06
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBandhan Short Duration Fund Growth5.451922.8329
This FundNippon India Short Duration Fund Growth5.428723.1522
This FundAxis Short Duration Fund - Retail Plan Growth5.71223.3058
This FundICICI Prudential Short Term Fund Growth5.841523.9132
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 : 0.60%
  • 6 Months : 2.17%
  • 1 Year : 5.71%
  • 3 Years : 7.23%
Returns of Axis Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 31.9418 as on Apr 22,2026. Since inception, the return has been 23.31%.

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 ₹9,069 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