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OmniAsset › Mutual funds › Axis Ultra Short to Short Term Fund

Axis Ultra Short to Short Term Fund

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

Latest NAV2 Sep 20261012.5937
CategoryUltra Short Duration
PlanRegular · Idcw
Launched8 Oct 2009
Risk labelthe scheme's own riskometerLow to Moderate
Legal benchmarkSEBI Tier-1NIFTY Low Duration Debt Index A-I
Expense ratiodirect plan, a year0.73%
AUM₹16.4 Cr
Growth of ₹10,000₹10,0032 Sep 2021 to 2 Sep 2026
₹10,025₹10,007₹9,989₹9,971₹9,954Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,003 (+0.0% a year) Axis Ultra Short to Short Term Fund

Performance (trailing, annualised)

1Y annualised0.09%
3Y annualised0.00%
5Y annualised0.01%
10Y annualised0.07%

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 ₹1,20,0670.10%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,60,2220.04%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,00,4100.03%

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

Calendar years

Calendar 2021-0.00%
Calendar 20220.05%
Calendar 2023-0.02%
Calendar 2024-0.04%
Calendar 2025-0.00%

Rolling returns

Rolling 1Y · average815 windows since 18 Oct 20100.07%
Rolling 1Y · median0.03%
Rolling 1Y · worst window-1.33%
Rolling 1Y · best window2.10%
Rolling 1Y · windows positive68%
Rolling 3Y · average712 windows since 18 Oct 20120.07%
Rolling 3Y · median0.05%
Rolling 3Y · worst window-0.47%
Rolling 3Y · best window0.70%
Rolling 3Y · windows positive84%
Rolling 5Y · average610 windows since 14 Oct 20140.08%
Rolling 5Y · median0.09%
Rolling 5Y · worst window-0.21%
Rolling 5Y · best window0.40%
Rolling 5Y · windows positive91%

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

Risk

Volatility (3Y)0.86%
Downside deviation (3Y)0.73%
Maximum drawdown-0.58%

Management

Fund managerMr. Devang Shah, Mr. Aditya Pagaria
Managing since10 Jun 2022

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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