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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 202610.0338
CategoryShort Duration
PlanRegular · Idcw
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₹2.04 Cr
Growth of ₹10,000₹9,8052 Sep 2021 to 2 Sep 2026
₹10,161₹10,066₹9,971₹9,876₹9,782Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,805 (-0.4% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised-0.41%
3Y annualised-0.59%
5Y annualised-0.39%
10Y annualised-0.21%

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 ₹1,19,644-0.55%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,55,305-0.85%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,91,318-0.57%

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

Calendar years

Calendar 2021-0.95%
Calendar 20220.10%
Calendar 20230.07%
Calendar 20240.13%
Calendar 2025-1.59%

Rolling returns

Rolling 1Y · average800 windows since 31 Jan 20110.03%
Rolling 1Y · median0.10%
Rolling 1Y · worst window-2.92%
Rolling 1Y · best window3.67%
Rolling 1Y · windows positive57%
Rolling 3Y · average697 windows since 31 Jan 20130.09%
Rolling 3Y · median0.12%
Rolling 3Y · worst window-1.04%
Rolling 3Y · best window1.19%
Rolling 3Y · windows positive62%
Rolling 5Y · average595 windows since 28 Jan 20150.09%
Rolling 5Y · median0.12%
Rolling 5Y · worst window-0.67%
Rolling 5Y · best window0.72%
Rolling 5Y · windows positive69%

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

Risk

Volatility (3Y)2.61%
Downside deviation (3Y)2.44%
Maximum drawdown-3.98%

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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