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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 202610.3816
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₹1.46 Cr
Growth of ₹10,000₹9,9722 Sep 2021 to 2 Sep 2026
₹10,033₹10,001₹9,969₹9,937₹9,906Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,972 (-0.1% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised-0.08%
3Y annualised-0.08%
5Y annualised-0.06%
10Y annualised0.22%

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 ₹1,19,836-0.25%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,59,385-0.11%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,99,068-0.06%

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

Calendar years

Calendar 2021-0.05%
Calendar 20220.04%
Calendar 20230.01%
Calendar 2024-0.02%
Calendar 2025-0.03%

Rolling returns

Rolling 1Y · average799 windows since 7 Feb 20110.23%
Rolling 1Y · median0.08%
Rolling 1Y · worst window-2.36%
Rolling 1Y · best window3.84%
Rolling 1Y · windows positive68%
Rolling 3Y · average696 windows since 7 Feb 20130.25%
Rolling 3Y · median0.29%
Rolling 3Y · worst window-0.81%
Rolling 3Y · best window1.37%
Rolling 3Y · windows positive86%
Rolling 5Y · average594 windows since 4 Feb 20150.27%
Rolling 5Y · median0.28%
Rolling 5Y · worst window-0.29%
Rolling 5Y · best window0.80%
Rolling 5Y · windows positive93%

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

Risk

Volatility (3Y)1.32%
Downside deviation (3Y)1.06%
Maximum drawdown-0.93%

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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