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  • Axis Short Term Fund (Growth)
Axis Mutual Fund

Axis Short Term Fund (Growth)

DebtShort Term


NAV (Jul 19)

3 Year CAGR
Scripbox Opinion
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

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


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

Rolling Returns


The performance of the fund on a Rolling Returns metric has been Good

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years


Total Investment


Wealth Gained


Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV


NAV (Jul 18)

Fund Returns

Last 1Y
Last 3Y
Last 5Y
Last 10Y
Since Inception
6 Month CAGR

Scheme Information

Investment Objective

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However,there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio
Launched (14y ago)
Jan 22, 2010
AUM in Crores
No Lock-in
Nifty Short Duration Debt TR INR
SIP Minimum
Lumpsum Min.
Standard Deviation (3yr)
Standard Deviation (5yr)
Beta (3yr)
Beta (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
Fund Managers

Aditya Pagaria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison



with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Short Term Fund (Growth)70%8,59,104 1,26,4926.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,612 cr

₹ 5,017 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr


About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 295,858 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
Fund NameScripbox Opinion
Till Date CAGR











Axis Short Term Fund (G) Review

Axis Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.5% over a period of 14 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Aditya Pagaria.

Nav of Axis Short Term Fund (G) as of 7/19/2024 is ₹28.50 with the total AUM as of 7/20/2024 is ₹7926.481. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Term Fund (G) was launched on Jan 22, 2010. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Axis Short Term Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Short Term Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Short Duration Debt TR INR.

Axis Short Term Fund (G) is rated as a 3 fund in Debt and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Term Fund (G).

Frequently Asked Questions

What is Axis Short Term Fund (G)?

Axis Short Term Fund (G) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Short Term Fund (G)?

You can invest in Axis Short Term Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Short Term Fund (G)?

The minimum sip amount for Axis Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Short Term Fund (G) good to invest in?

As per Scripbox experts, Axis Short Term Fund (G) is a Neutral fund. You can investAxis Short Term Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Short Term Fund (G)?

The expense ratio of the Axis Short Term Fund (G) is 0.88% for regular plan.