Investment Objective - The scheme will endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Fund House

Axis Mutual Fund

Return Since Launch

10.17%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Moderate

Top Holdings

Name	Assets (%)	Sector	Instrument
Power Finance Corporation Ltd.	0.41	Finance	Debt
REC Ltd.	0.41	Finance	Debt
Indian Railway Finance Corporation Ltd.	0.41	Finance	Debt

Sep 26, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.18	0.73	1.48	4.70	8.71	8.30	6.81	7.93	10.17
Category Average (%)	0.15	0.67	1.22	4.11	7.59	7.34	5.28	NA	7.10
Rank within Category	110	50	17	2	10	11	14	6	20

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential Short Term Fund	66.77	22,339	0.19	0.74	1.50	4.54	8.72	8.48	7.26	8.31	16.07	0.45
Kotak Bond Short Term Fund	58.26	18,221	0.16	0.71	1.20	4.30	8.25	8.16	6.60	7.81	14.84	0.38
HDFC Short Term Debt Fund	33.58	17,999	0.19	0.65	1.32	4.37	8.33	8.19	6.76	7.77	9.97	0.40
SBI Short Term Debt Fund	34.71	16,682	0.20	0.77	1.42	4.49	8.50	8.08	6.43	7.56	10.26	0.40
Axis Short Duration Fund	34.33	12,287	0.18	0.73	1.48	4.70	8.91	8.30	6.81	7.93	10.17	0.38
Bandhan Bond Fund Short Term Plan	62.09	10,782	0.07	0.83	1.11	4.15	8.20	8.15	6.30	7.50	15.41	0.33
Aditya Birla Sun Life Short Term Fund	52.31	10,711	0.20	0.69	1.40	4.39	8.46	8.23	7.01	8.12	13.87	0.36
Nippon India Short Duration Fund	58.35	8,851	0.21	0.72	1.39	4.62	8.79	8.34	7.00	7.80	14.85	0.38
HSBC Short Duration Fund	28.50	4,451	0.17	0.67	1.31	4.42	8.37	7.87	6.16	7.34	8.57	0.27
DSP Short Term Fund	51.38	3,698	0.15	0.62	1.17	4.26	8.18	7.93	6.31	7.43	13.71	0.35

View All

Sep 26, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,446 (+8.91%)

Fund Manager

Devang Shah

Aditya Pagaria

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

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Here is the list of funds managed by Devang Shah

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Liquid Fund	Debt - Liquid	2,972.44	37,456	6.95	5.75
Axis Money Market Fund	Debt - Money Market	1,468.75	19,166	7.95	6.26
Axis Short Duration Fund	Debt - Short Duration	34.33	12,287	8.91	6.81
Axis Corporate Bond Fund	Debt - Corporate Bond	18.38	9,571	8.77	6.95
Axis Arbitrage Fund	Hybrid - Arbitrage	20.59	7,545	7.32	6.34
Axis Treasury Advantage Fund	Debt - Low Duration	3,298.95	7,252	8.14	6.36
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	23.20	3,489	0.30	14.77
Axis Strategic Bond Fund	Debt - Medium Duration	31.31	1,902	8.93	7.64
Axis Income Plus Arbitrage Active FOF	Others - Fund of Funds	14.87	1,611	7.20	6.94
Axis Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	47.70	1,528	3.66	15.74

View All

Sep 26, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis Liquid Fund	2,972.44	37,456	0.07	0.46	1.44	3.25	6.95	7.13	5.75	6.30	8.93	0.15
Axis ELSS Tax Saver Fund	107.22	34,528	-3.60	-1.37	-2.73	5.64	-5.68	13.82	16.87	12.98	20.47	0.81
Axis Large Cap Fund	68.98	32,954	-3.09	-0.76	-2.36	5.28	-5.69	12.64	15.85	13.63	16.37	0.71
Axis Midcap Fund	129.44	31,056	-4.15	-1.53	-2.45	10.55	-4.35	19.46	23.42	17.16	22.26	0.56
Axis Small Cap Fund	121.13	25,569	-3.70	0.08	-2.32	10.49	-3.89	20.12	28.02	19.86	23.50	0.57
Axis Money Market Fund	1,468.75	19,166	0.10	0.47	1.55	3.97	7.95	7.72	6.26	NA	6.46	0.17

Sep 26, 2025

Axis Short Duration Fund - Direct Plan - Growth

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