Axis Ultra Short to Short Term Fund - Retail Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Axis Ultra Short to Short Term Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,775 Cr

Lock In Period

N/A

Expense Ratio

0.73

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Axis Ultra Short to Short Term Fund - Retail Plan Growth Calculate Returns

You would have got

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.21-1.06259.36
6M2.810.88280.40
1Y5.552.70309.28
3Y6.9810.3046.82

Portfolio Analysis

  • Equity:
  • Debt: 95.23%
  • Others
As on: 2026-10-15
View allocation % by

1. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)4.17%
2. 4.04% Government of India (04/10/2028)3.67%
3. HDFC Bank Limited (15/01/2027)3.60%
4. Small Industries Dev Bank of India (18/02/2027)3.07%
5. Canara Bank (26/02/2027)2.55%
6. HDFC Bank Limited (05/03/2027)2.55%
7. Union Bank of India (24/03/2027)2.54%
8. 7.96% Pipeline Infrastructure Private Limited (11/03/2027)2.16%
9. 7.44% National Bank For Agriculture and Rural Development (24/02/2028)2.08%
10. Punjab National Bank (28/01/2027)2.05%
11. Bank of Baroda (04/02/2027)2.05%
12. Bank of Baroda (05/02/2027)2.05%
13. 182 Days Tbill (MD 25/03/2027)2.04%
14. AU Small Finance Bank Limited (09/03/2027)2.03%
15. JTPM Metal Traders Limited (29/09/2028) (ZCB)1.92%
16. 8.8% 360 One Prime Limited (22/06/2028)1.66%
17. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)1.57%
18. Punjab & Sind Bank (24/02/2027)1.53%
19. Canara Bank (12/03/2027)1.53%
20. Indian Bank (05/02/2027)1.33%
21. 9.15% Piramal Finance Limited (17/06/2027)1.26%
22. 6.64% Tamilnadu State Development Loans (11/03/2029)1.24%
23. Liquid Gold Series (20/11/2028)1.14%
24. 8.4% DLF Cyber City Developers Limited (18/06/2027)1.07%
25. 8.7% REC Limited (28/09/2028)1.06%
26. 8.46% Aditya Birla Capital Limited (26/02/2027) (FRN)1.05%
27. 7.7% Nuclear Power Corporation Of India Limited (21/03/2038)1.05%
28. Muthoot Finance Limited (26/07/2029) (FRN)1.04%
29. 7.95% LIC Housing Finance Limited (29/01/2028)1.04%
30. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)1.04%
31. 7.7165% Nexus Select Trust - REIT (14/06/2028)1.04%
32. 7.45% Power Finance Corporation Limited (15/07/2028)1.04%
33. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)1.04%
34. 7.27% Tata Capital Housing Finance Limited (25/04/2028)1.03%
35. Small Industries Dev Bank of India (28/01/2027)1.03%
36. Canara Bank (02/02/2027)1.03%
37. Small Industries Dev Bank of India (04/02/2027)1.03%
38. HSBC InvestDirect Financial Services (India) Limited (20/01/2027)1.03%
39. 182 Days Tbill (MD 21/01/2027)1.03%
40. Union Bank of India (10/02/2027)1.02%
41. HDFC Bank Limited (12/03/2027)1.02%
42. Union Bank of India (16/03/2027)1.02%
43. Standard Chartered Capital Limited (26/02/2027)1.02%
44. Siddhivinayak Securitisation Trust (28/09/2030)0.93%
45. Shivshakti Securitisation Trust (28/09/2029)0.93%
46. 360 One Prime Limited (25/07/2028) (FRN)0.84%
47. Canara Bank (28/01/2027)0.82%
48. HDFC Bank Limited (02/03/2027)0.82%
49. 6.92% DLF Cyber City Developers Limited (28/07/2028)0.72%
50. Liquid Gold Series (20/01/2028)0.68%
51. 8.65% Aadhar Housing Finance Limited (20/08/2027)0.63%
52. Radhakrishna Securitisation Trust (28/09/2028)0.62%
53. Jubilant Beverages Limited (31/05/2028) (ZCB)0.61%
54. Sansar Trust (25/04/2031)0.61%
55. 7.8% National Bank For Agriculture and Rural Development (15/03/2027)0.52%
56. 8.60% Aditya Birla Renewables Limited (24/09/2027)0.52%
57. 7.80% LIC Housing Finance Limited (22/12/2027)0.52%
58. 7.77% Power Finance Corporation Limited (15/04/2028)0.52%
59. 6.73% Power Finance Corporation Limited (15/10/2027)0.52%
60. 7.83% Bajaj Housing Finance Limited (18/05/2029)0.52%
61. 7.7954% Reliance Life Sciences Private Limited (05/11/2027)0.52%
62. 7.88% Muthoot Finance Limited (22/11/2028)0.51%
63. 6.74% Small Industries Dev Bank of India (10/01/2029)0.51%
64. Small Industries Dev Bank of India (14/01/2027)0.51%
65. IndusInd Bank Limited (22/01/2027)0.51%
66. Kotak Mahindra Bank Limited (04/02/2027)0.51%
67. HDFC Bank Limited (09/03/2027)0.51%
68. IndusInd Bank Limited (09/03/2027)0.51%
69. Bajaj Housing Finance Limited (04/02/2027)0.51%
70. 8.75% 360 One Prime Limited (10/09/2027)0.50%
71. 7.05% Embassy Office Parks REIT (18/10/2026)0.42%
72. 7.9% LIC Housing Finance Limited (23/06/2027)0.42%
73. 8.75% Piramal Finance Limited (29/10/2027)0.42%
74. 7.22% Embassy Office Parks REIT (16/05/2028)0.41%
75. India Universal Trust (20/07/2027)0.41%
76. India Universal Trust (21/11/2027)0.39%
77. Jubilant Bevco Limited (31/05/2028) (ZCB)0.35%
78. 6.95% REC Limited (18/02/2028)0.31%
79. Punjab National Bank (04/02/2027)0.31%
80. Bank of Baroda (11/03/2027)0.31%
81. Sansar Trust (25/06/2030)0.23%
82. 7.55% Poonawalla Fincorp Limited (25/03/2027)0.22%
83. 09.15% Shriram Finance Limited (28/06/2029)0.21%
84. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.21%
85. Small Industries Dev Bank of India (25/03/2027)0.20%
86. 8.28% Rajasthan State Development Loans (21/02/2028)0.13%
87. 7.85% Tamilnadu State Development Loans (15/03/2027)0.11%
88. 7.27% Tamilnadu State Development Loans (12/07/2027)0.11%
89. Sansar Trust (17/03/2028)0.11%
90. 7.74% LIC Housing Finance Limited (22/10/2027)0.10%
91. 7.30% Tata Capital Housing Finance Limited (11/02/2028)0.10%
92. 7.4% Bajaj Finance Limited (12/03/2029)0.10%
93. 6.89% Bihar State Development Loans (23/11/2026)0.10%
94. 6.88% West Bangal State Development Loans (23/11/2026)0.10%
95. 91 Days Tbill (MD 27/11/2026)0.10%
96. 7.6% Torrent Pharmaceuticals Limited (19/01/2029)0.08%
97. 6.96% Power Finance Corporation Limited (02/03/2028)0.05%

1. 364 Days Tbill (MD 04/02/2027)1.75%

1. 6.72% Kerala State Development Loans (24/03/2027)0.52%
No Data Found
No Data Found

About Fund Axis Ultra Short to Short Term Fund - Retail Plan Growth

Axis Ultra Short to Short Term Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹4,775 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.73. 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.

Axis Ultra Short to Short Term Fund - Retail Plan Growth FAQs

Axis Ultra Short to 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 Ultra Short to Short Term Fund - Retail Plan Growth is 0.73. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Ultra Short to Short Term Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.21%
  • 6 Months : 2.81%
  • 1 Year : 5.55%
  • 3 Years : 6.98%
Returns of Axis Ultra Short to Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 3131.9870 as on Oct 30,2026. Since inception, the return has been 22.44%.

You can invest in Axis Ultra Short to 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 Ultra Short to Short Term Fund - Retail Plan Growth is ₹4,775 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Ultra Short to 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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