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

7.25%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Moderate

Top Holdings

Name	Assets (%)	Sector	Instrument
REC Ltd.	0.41	Finance	Debt
Indian Railway Finance Corporation Ltd.	0.41	Finance	Debt
Power Finance Corporation Ltd.	0.21	Finance	Debt

Sep 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.14	0.58	1.46	4.87	8.70	8.27	6.79	7.69	7.25
Category Average (%)	0.13	0.52	1.24	4.25	7.70	7.32	5.27	NA	7.10
Rank within Category	111	51	18	3	11	12	15	12	57

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Kotak Bond Short Term Fund	16.47	18,221	0.14	0.53	1.19	4.42	8.37	8.13	5.55	4.89	4.00	0.38
HDFC Short Term Debt Fund	19.88	17,999	0.14	0.49	1.28	4.51	8.38	3.90	4.19	6.47	6.59	0.40
Axis Short Duration Fund	20.99	12,287	0.14	0.58	1.46	4.87	9.04	8.27	6.79	7.69	7.25	0.38
Aditya Birla Sun Life Short Term Fund	11.18	10,711	0.12	0.49	1.34	4.51	8.07	-4.04	-9.25	-3.09	0.88	0.36
Nippon India Short Duration Fund	23.69	8,851	0.19	0.53	1.33	4.70	8.84	8.30	6.98	7.80	7.55	0.38
DSP Short Term Fund	12.42	3,698	0.14	0.46	1.22	-3.31	0.25	1.33	0.00	0.56	1.72	0.35
Tata Short Term Bond Fund	24.38	3,413	0.13	0.49	1.18	4.04	8.05	7.97	6.34	5.65	7.32	0.35
UTI Short Duration Fund	19.38	3,251	0.11	0.53	1.31	4.43	8.24	8.07	7.40	5.08	5.33	0.36
Mirae Asset Short Duration Fund	16.91	898	0.14	0.56	1.34	4.51	8.60	8.01	6.44	NA	7.24	0.25
Union Short Duration Fund	10.55	494	0.10	0.46	1.30	4.46	NA	NA	NA	NA	5.41	0.33

View All

Sep 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,452 (+9.04%)

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(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Short Duration Fund	Debt - Short Duration	20.99	12,287	9.04	6.79
Axis Corporate Bond Fund	Debt - Corporate Bond	14.33	9,571	8.90	1.75
Axis Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	14.74	3,489	-5.45	5.59
Axis Income Plus Arbitrage Active FOF	Others - Fund of Funds	14.87	1,611	7.55	6.91
Axis Aggressive Hybrid Fund	Hybrid - Aggressive	16.27	1,527	-0.73	8.01
Axis Equity Savings Fund	Hybrid - Equity Savings	13.69	939	-5.33	2.82
Axis Children's Fund Compulsory Lock-in	Solution Oriented - Children	29.83	890	-0.23	15.00
Axis Children's Fund No Lock-in	Solution Oriented - Children	29.89	890	-0.22	15.05
Axis Retirement Fund - Aggressive Plan	Solution Oriented - Retirement	20.21	757	-1.65	15.84
Axis Gilt Fund	Debt - Gilt	9.98	656	-2.67	-0.26

View All

Sep 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.74	34,528	-0.80	0.63	2.21	8.58	-10.76	6.27	9.46	7.59	14.45	0.81
Axis Large Cap Fund	27.63	32,954	-0.65	0.91	2.37	8.01	-7.75	8.34	11.16	6.38	8.31	0.71
Axis Midcap Fund	56.64	31,056	-0.96	0.46	2.63	14.17	-9.56	9.65	13.31	8.68	14.59	0.56
Axis Small Cap Fund	54.94	25,569	-0.74	1.27	2.48	12.47	-10.01	10.26	17.77	10.80	15.52	0.57
Axis Large & Mid Cap Fund	26.56	14,711	-0.04	1.41	3.79	12.16	-7.07	11.40	16.36	NA	15.18	0.61
Axis Flexi Cap Fund	19.65	12,796	-0.91	1.45	3.15	12.22	-6.61	10.06	11.70	NA	9.00	0.72

Sep 23, 2025

Axis Short Duration Fund - Direct Plan - IDCW

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