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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 202622.1691
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₹1.20 Cr
Growth of ₹10,000₹13,8772 Sep 2021 to 2 Sep 2026
₹13,894₹12,920₹11,947₹10,973₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,877 (+6.8% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised6.21%
3Y annualised7.78%
5Y annualised6.77%
10Y annualised7.58%

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 ₹1,23,9466.13%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,02,6417.40%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,23,0807.39%

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

Calendar years

Calendar 20214.19%
Calendar 20224.39%
Calendar 20237.45%
Calendar 20248.56%
Calendar 20258.62%

Rolling returns

Rolling 1Y · average499 windows since 29 Feb 20167.63%
Rolling 1Y · median7.65%
Rolling 1Y · worst window0.68%
Rolling 1Y · best window12.81%
Rolling 1Y · windows positive100%
Rolling 3Y · average397 windows since 28 Feb 20187.62%
Rolling 3Y · median7.97%
Rolling 3Y · worst window5.18%
Rolling 3Y · best window9.64%
Rolling 3Y · windows positive100%
Rolling 5Y · average294 windows since 27 Feb 20207.45%
Rolling 5Y · median7.39%
Rolling 5Y · worst window6.56%
Rolling 5Y · best window9.04%
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)0.47%
Maximum drawdown-0.53%

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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