- Mutual Funds
- Axis Mutual Fund
- Axis Ultra Short Duration Fund Regular Growth
Axis Ultra Short Duration Fund Regular Plan Growth
₹ 14.59
NAV (May 08)
Ultra Short 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.
Scheme Information
The Scheme seeks 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.
Expense Ratio | 1.17 % |
Launched 6Y ago | 2018-09-10 |
AUM in Crores | 6122.2 |
ISIN | INF846K01G23 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Ultra Short Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.4 |
Beta | 1 |
Sharpe Ratio | -0.5 |
YTM | - |
Asset allocation and Holdings
Top Debt Holdings
Bank Of Baroda
5.91%Punjab National Bank
5.76%National Bank For Agriculture & Rural Development
5.28%Bharti Telecom Ltd.
4.03%Power Finance Corporation Ltd.
3.93%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 10,935 cr | ||
₹ 7,713 cr | ||
₹ 15,014 cr | ||
₹ 4,544 cr | ||
₹ 13,293 cr |
Axis Ultra Short Duration Fund Regular Plan Growth Review
Axis Ultra Short Duration Fund Regular Plan Growth is a Ultra Short Debt fund and has delivered an annualised return of 5.84% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Axis Mutual Fund. The fund managers are Aditya Pagaria, Hardik Shah, Sachin Jain.
Nav of Axis Ultra Short Duration Fund as of 5/8/2025 is ₹14.59 with the total AUM as of 5/9/2025 is ₹6122.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Ultra Short Duration Fund was launched on 2018-09-10. The category risk of the fund is Moderate.
The minimum SIP amount for Axis Ultra Short Duration Fund Regular Plan Growth 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 Ultra Short Duration Fund Regular Growth 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 Ultra Short Duration Debt Index A-I.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 7.13% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Ultra Short Duration Fund.