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OmniAsset › Mutual funds › Axis Short Term Fund

Axis Short Term Fund

Short Duration fund benchmarked to NIFTY Short Duration Debt Index A-II. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202633.0104
CategoryShort Duration
PlanRegular · Growth
Launched19 Jan 2010
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1NIFTY Short Duration Debt Index A-II
Expense ratiodirect plan, a year0.93%
AUM₹1,977 Cr
Growth of ₹10,000₹13,4822 Sep 2021 to 2 Sep 2026
₹13,501₹12,625₹11,750₹10,875₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,482 (+6.2% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised5.65%
3Y annualised7.21%
5Y annualised6.16%
10Y annualised6.86%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,5905.57%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,2746.84%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,12,5396.81%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20213.48%
Calendar 20223.70%
Calendar 20236.79%
Calendar 20248.01%
Calendar 20258.05%

Rolling returns

Rolling 1Y · average800 windows since 31 Jan 20117.64%
Rolling 1Y · median7.92%
Rolling 1Y · worst window2.38%
Rolling 1Y · best window11.62%
Rolling 1Y · windows positive100%
Rolling 3Y · average697 windows since 31 Jan 20137.61%
Rolling 3Y · median7.71%
Rolling 3Y · worst window4.48%
Rolling 3Y · best window9.81%
Rolling 3Y · windows positive100%
Rolling 5Y · average595 windows since 28 Jan 20157.58%
Rolling 5Y · median7.88%
Rolling 5Y · worst window5.92%
Rolling 5Y · best window9.34%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)0.96%
Downside deviation (3Y)0.48%
Maximum drawdown-0.55%

Management

Fund managerMr. Devang Shah, Mr. Aditya Pagaria
Managing since20 Jul 2023

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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