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

Axis Ultra Short to Short Term Fund

Low 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 20263115.1205
CategoryLow Duration
PlanRegular · Growth
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₹1.36 Cr
Growth of ₹10,000₹13,5762 Sep 2021 to 2 Sep 2026
₹13,576₹12,682₹11,788₹10,894₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,576 (+6.3% a year) Axis Ultra Short to Short Term Fund

Performance (trailing, annualised)

1Y annualised6.10%
3Y annualised7.10%
5Y annualised6.31%
10Y annualised6.59%

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 ₹1,23,9996.21%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,5386.88%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,13,2306.85%

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

Calendar years

Calendar 20213.72%
Calendar 20224.38%
Calendar 20237.02%
Calendar 20247.67%
Calendar 20257.50%

Rolling returns

Rolling 1Y · average795 windows since 7 Mar 20117.23%
Rolling 1Y · median7.64%
Rolling 1Y · worst window3.24%
Rolling 1Y · best window9.50%
Rolling 1Y · windows positive100%
Rolling 3Y · average692 windows since 7 Mar 20137.15%
Rolling 3Y · median7.32%
Rolling 3Y · worst window4.79%
Rolling 3Y · best window8.71%
Rolling 3Y · windows positive100%
Rolling 5Y · average590 windows since 4 Mar 20157.07%
Rolling 5Y · median7.28%
Rolling 5Y · worst window5.96%
Rolling 5Y · best window8.39%
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)0.48%
Downside deviation (3Y)0.17%
Maximum drawdown-0.23%

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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