Axis Short Duration Fund

Q: What are the returns of this mutual fund scheme?

The Axis Short Duration Fund is a 15 yrs 9 m old fund and has delivered average annual returns of 7.57% since inception. Axis Short Duration Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 8.55% 7.78% 6.02% 7.16% 7.57%

Q: How much does this mutual fund charge as expense ratio?

The Axis Short Duration Fund has an expense ratio of 0.91% , representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Previously called: Axis Short Term Reg-G

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹31.6327+0.05% 1 day change	7.57% p.a.	App exclusive #NA View Ranked Funds	₹12,201 Cr

Historical NAV & returns

NAV: ₹31.6327 as on Oct 20, 2025

This fund Category average

Axis Short Duration Fund overview

AUM (Fund size)	₹12,201 Cr
Exit load	0%
Lock-in Period	Nil
Age	15 yrs 9 m since Jan 19, 2010
Benchmark	NIFTY SD Debt Index A-II
Min. investment	SIP: ₹1000 & Lumpsum: ₹1
Expense ratio	0.91% as on Sep 30, 2025
Plan type	Regular
Risk	Moderate
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Axis Short Duration Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 25, 2025

Period	This fund	Category average
1 Month	0.65%	0.63%
3 Months	1.37%	1.2%
6 Months	3.4%	3.07%
1 Year	8.55%	7.95%
2 Years	8.41%	7.97%
3 Years	7.78%	7.57%
4 Years	6.53%	6.44%
5 Years	6.02%	6.07%
7 Years	7.27%	6.7%
10 Years	7.16%	6.73%

Asset allocationas on Sep 30, 2025

Large Cap 0%

Mid Cap 0%

Small Cap 0%

Other Cap 0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

AAA 62.82272743%

SOV 15.75448251%

AA+ 8.49967175%

AA 4.96012929%

Top Debt Holdings

Others 3.72%

IndiGrid Infrastructure Trust 3.04%

Bihar State 2.91%

National Bank For Agriculture & Rural Development 2.66%

Allocation by Instruments

Debenture 37.034268389999994%

Bonds 19.494605900000003%

Non Convertible Debenture 13.041480069999999%

GOI Securities 10.97198444%

Other Holdings

Others 0.26%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Short Duration Fund	0.65%	3.4%	8.55%	7.78%	6.02%	7.16%
UTI Short Duration Fund	0.62%	3.1%	7.79%	7.58%	6.91%	6.26%
ICICI Prudential Short Term Fund	0.64%	3.32%	8.2%	7.82%	6.37%	7.43%
Sundaram Short Duration Fund	0.57%	2.97%	7.69%	7.53%	7.14%	6.22%
SBI Short Term Debt Fund	0.63%	3.28%	8.23%	7.63%	5.76%	6.94%
Aditya Birla Sun Life Short Term Fund	0.73%	3.14%	8.1%	7.64%	6.16%	7.33%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Short Duration Fund	0.97	2.47	1.11	2.22
UTI Short Duration Fund	0.89	2.25	1.04	1.95
ICICI Prudential Short Term Fund	0.78	1.79	1.5	2.53
Sundaram Short Duration Fund	1.02	2.5	0.88	1.59
SBI Short Term Debt Fund	0.96	2.45	0.99	1.81
Aditya Birla Sun Life Short Term Fund	0.96	2.35	0.97	1.58

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Short Duration Fund	N.A.	12,201 Cr	15 yrs 9 m	0.91%
UTI Short Duration Fund	N.A.	3,231 Cr	18 yrs 1 m	0.82%
ICICI Prudential Short Term Fund	N.A.	22,387 Cr	24 yrs	1.05%
Sundaram Short Duration Fund	N.A.	195 Cr	22 yrs 5 m	0.89%
SBI Short Term Debt Fund	N.A.	16,277 Cr	18 yrs 3 m	0.82%
Aditya Birla Sun Life Short Term Fund	N.A.	10,696 Cr	22 yrs 6 m	0.99%

View all Short Duration funds

Key risk & return ratios Compared to other funds in the category

Alpha	5.52 vs. 4.2 Higher outperformance against benchmark
Sharpe	1.11 vs. 3.83 Poor risk-adjusted returns
Beta	2.47 vs. 1.92 More sensitive to market's ups & downs
Standard deviation	0.97 vs. 1.01 More stable returns

Compare Axis Short Duration Fund in detail with

About this fund

About Axis Short Duration Fund

Axis Short Duration Fund is a Short Duration mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 15 yrs 9 m, having been launched on 19/01/2010. Axis Short Duration Fund has ₹12,201 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Short Duration Fund as of 20/10/2025 is ₹31.63. The fund has an expense ratio of 0.91%, which is higher than what most other Short Duration funds charge.

Axis Short Duration Fund returns of last 1-year are 8.59%. Since launch, it has delivered 7.58% average annual returns. The fund has doubled the money invested in it every 11 yrs.
Axis Short Duration Fund scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
The fund's top holdings are in IndiGrid Infrastructure Trust, Bihar State, National Bank For Agriculture & Rural Development, Muthoot Finance Ltd., Small Industries Devp. Bank of India Ltd..

...

Fund AUM	12,201 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Aditya Pagaria

Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College. Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.

Devang Shah

Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.

Investment objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Axis Mutual Fund details

No. of schemes	70 view all schemes
Total AUM	3,54,362 Cr as on Sep 30, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

More funds from Axis Mutual Fund

Fund name	ETM Rank	AUM	1Y	3Y
Axis Strategic Bond Fund	N.A.	1,908 Cr	8.61%	8.19%
Axis Credit Risk Fund	N.A.	367 Cr	8.79%	7.96%
Axis Dynamic Bond Fund	N.A.	1,209 Cr	7.45%	7.87%
Axis Gilt Fund	N.A.	679 Cr	6.31%	7.74%
Axis Treasury Advantage Fund	N.A.	7,517 Cr	7.68%	7.45%

See all Debt funds from this AMC

Frequently asked questions

What is the current NAV of Axis Short Duration Fund?

The current Net Asset Value (NAV) of the Axis Short Duration Fund plan is approximately ₹31.6327 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The Axis Short Duration Fund is a 15 yrs 9 m old fund and has delivered average annual returns of 7.57% since inception.

Axis Short Duration Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
8.55%	7.78%	6.02%	7.16%	7.57%

How much does this mutual fund charge as expense ratio?

The Axis Short Duration Fund has an expense ratio of 0.91%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Axis Short Duration Fund currently has assets under management (AUM) or fund size valued at approximately 12,201 Cr as on Sep 30, 2025.

To whom does Axis Short Duration Fund lend to?

The top 3 debt holdings of Axis Short Duration Fund are as follows

Holding Name	Percentage of Portfolio
Others	3.72%
IndiGrid Infrastructure Trust	3.04%
Bihar State	2.91%

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Axis Short Duration Fund allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
AAA	62.82272743%
SOV	15.75448251%
AA+	8.49967175%

What is risk level of Axis Short Duration Fund?

This is a Short Duration fund comes with Moderate risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Axis Short Duration Fund?

Redeeming your investments in the Axis Short Duration Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Short Duration

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Return Outperformance: This fund has generated highest return amongst Short Duration funds in the last 10 Years.
Exit Load: This fund has no exit load.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Return/Risk: The fund is performing poorly than its category.