Investment Objective - The Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.

Fund House

Axis Mutual Fund

Return Since Launch

5.86%

Launch Date

Aug 27, 2018

Type

Open Ended

Riskometer

Moderate

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.10	0.42	1.44	3.53	6.89	6.72	5.40	NA	5.86
Category Average (%)	0.10	0.44	1.46	3.55	7.08	6.66	5.08	NA	6.29
Rank within Category	132	107	80	68	77	68	52	NA	58

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Aditya Birla Sun Life Savings Fund	556.82	21,681	0.11	0.47	1.63	4.01	7.90	7.46	6.15	7.11	7.95	0.59
Aditya Birla Sun Life Savings Fund - Retail Plan	538.83	21,681	0.11	0.47	1.63	4.01	7.90	7.46	6.15	7.11	7.33	0.35
HDFC Ultra Short Term Fund	15.37	17,794	0.11	0.44	1.49	3.66	7.30	7.11	5.78	NA	6.33	0.70
ICICI Prudential Ultra Short Term Fund	28.11	16,980	0.11	0.45	1.53	3.79	7.42	7.15	5.94	6.98	7.44	0.80
Kotak Savings Fund	43.47	15,539	0.11	0.43	1.46	3.63	7.15	6.96	5.60	6.50	7.21	0.83
SBI Magnum Ultra Short Duration Fund	6,059.80	15,525	0.11	0.46	1.49	3.67	7.32	7.12	5.72	6.56	7.89	0.55
Nippon India Ultra Short Duration Fund	4,084.27	11,053	0.11	0.44	1.48	3.58	7.15	6.90	6.64	5.89	6.09	1.12
Axis Ultra Short Duration Fund	14.93	6,620	0.10	0.42	1.44	3.53	6.97	6.72	5.40	NA	5.86	1.20
Tata Ultra Short Term Fund	14.36	5,241	0.09	0.42	1.43	3.46	6.97	6.68	5.33	NA	5.58	1.14
Bandhan Ultra Short Duration Fund	15.44	4,439	0.12	0.47	1.51	3.66	7.32	7.14	5.68	NA	6.23	0.46

View All

Sep 22, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,349 (+6.97%)

Fund Manager

Hardik Satra

Sachin Jain

Mr. Hardik Shah is a MBA (Financial Planning and Services). Mr. Satra has been working as a Fixed Income Analyst for Axis Mutual Fund for more than 9 years.

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Here is the list of funds managed by Hardik Satra

Scheme Name(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Overnight Fund	Debt - Overnight	1,382.52	9,437	6.14	5.26
Axis Ultra Short Duration Fund	Debt - Ultra Short Duration	14.93	6,620	6.97	5.40

Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis Liquid Fund - Retail Plan	2,693.94	37,456	0.09	0.43	1.31	3.01	6.36	6.51	5.14	5.69	6.57	0.65
Axis Liquid Fund	2,945.30	37,456	0.10	0.47	1.43	3.27	6.89	7.05	5.67	6.23	7.00	0.25
Axis ELSS Tax Saver Fund	97.91	34,528	-0.09	0.91	2.18	8.55	-2.56	12.73	16.53	12.44	15.61	1.54
Axis Large Cap Fund	61.56	32,954	0.05	1.12	2.07	7.87	-2.67	11.51	15.13	12.78	12.26	1.58
Axis Midcap Fund	115.30	31,056	-0.29	0.73	2.88	13.98	-1.26	18.10	22.80	16.30	18.25	1.57
Axis Small Cap Fund	107.86	25,569	0.06	1.43	2.88	12.14	-2.08	18.77	27.01	18.88	22.32	1.60