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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 202610.0134
CategoryShort Duration
PlanDirect · Idcw
Launched19 Jan 2010
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1NIFTY Short Duration Debt Index A-II
Expense ratiodirect plan, a year0.40%
AUM₹1.87 Cr
Growth of ₹10,000₹9,9622 Sep 2021 to 2 Sep 2026
₹10,175₹10,102₹10,030₹9,957₹9,885Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,962 (-0.1% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised-0.39%
3Y annualised-0.06%
5Y annualised-0.08%
10Y annualised-0.14%

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 ₹1,19,643-0.55%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,58,490-0.27%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,98,273-0.11%

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

Calendar years

Calendar 2021-0.93%
Calendar 20220.10%
Calendar 20230.06%
Calendar 20240.15%
Calendar 2025-0.01%

Rolling returns

Rolling 1Y · average648 windows since 15 Jan 2014-0.08%
Rolling 1Y · median-0.02%
Rolling 1Y · worst window-2.82%
Rolling 1Y · best window2.63%
Rolling 1Y · windows positive48%
Rolling 3Y · average547 windows since 11 Jan 2016-0.11%
Rolling 3Y · median-0.10%
Rolling 3Y · worst window-1.09%
Rolling 3Y · best window0.91%
Rolling 3Y · windows positive37%
Rolling 5Y · average444 windows since 16 Jan 2018-0.13%
Rolling 5Y · median-0.12%
Rolling 5Y · worst window-0.73%
Rolling 5Y · best window0.49%
Rolling 5Y · windows positive17%

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

Risk

Volatility (3Y)2.44%
Downside deviation (3Y)2.25%
Maximum drawdown-2.55%

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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