Axis Mutual Fund

Axis Short Duration Fund Direct Plan Growth

DebtShort Term
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Top Ranked

₹ 33.06

NAV (Apr 04)

7.389%
3 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Consistency of Credit quality

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

View all 7 analysis

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Scheme Information

Investment Objective

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Expense Ratio
0.36 %
Launched
-
AUM in Crores
8825.1
ISIN
INF846K01EI1
Lock-in (days)
No Lock-in
Benchmark
NIFTY Short Duration Debt Index A-II
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
1
Beta
2
Sharpe Ratio
0.7
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Debt Holdings

GOI

8.54%
8.54%

GOI

7.04%
7.04%

GOI

6.44%
6.44%

GOI

4.78%
4.78%

National Bank For Agriculture & Rural Development

2.98%
2.98%
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Frequently Asked Questions

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