Axis Short Duration Fund Growth

All Cap

Debt

India Debt Liquid Market

Liquid

Others

Emotionally driven

Investor Profile

1–3 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Short Duration Fund Growth invests in short-term bonds, balancing safety with modest growth.

What This Strategy Does

Axis Short Duration Fund Growth is an India Fund Short Duration fund which captures India's ₹20 trillion fixed-income opportunity through active duration management, deploying capital across corporate and government bonds to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-0.2% AnnuallyAlpha

+6.8% vs +9.5% benchmarkSince Inception

+7.1% vs +5.7% benchmark3Y Annualized

+6.1% vs +4.6% benchmark5Y Annualized

Axis Short Duration Fund Growth

Benchmark Index

Benchmark Performance Comparison

Axis Short Term Fund

FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation1.5%

Maximum Drawdown-0.0% | Aug 2025

Sharpe Ratio1.22

Beta1.27

Upside Capture100%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides stability and income through exposure to high-quality, short-duration bonds. This approach captures the yield advantage of corporate credit while limiting interest rate risk and volatility. The impact is a steady income stream with lower drawdowns compared to longer-duration strategies. Suitable for investors seeking predictable returns and capital preservation.

Portfolio Holdings Overview

SectoralAllocation

Financial Services100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India LtdUtilities2.60%

National Bank For Agriculture And Rural DevelopmentUtilities2.34%

Power Finance Corporation LimitedUtilities2.09%

Punjab National BankUtilities1.98%

Small Industries Development Bank of IndiaUtilities1.98%

SIDDHIVINAYAK SECURITISATION TRUSTUtilities1.80%

6.48% Gs 2035Utilities1.74%

Indigrid Infrastructure TrustUtilities1.61%

Canara BankUtilities1.59%

Small Industries Development Bank of IndiaUtilities1.58%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Devang Shah

Lead Portfolio Manager

Mr. Devang Shah has experience of 22 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Aditya Pagaria

Co-Portfolio Manager

Mr. Aditya Pagaria has experience of 19 years. Manages 210 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

CW Expert Take

Axis Short Duration Fund applies disciplined credit selection within a conservative risk framework. Their investment process emphasizes liquidity management and avoiding excessive duration risk. The fund house maintains focused expertise in short-term debt strategies, leveraging strong credit assessment capabilities to navigate interest rate cycles while prioritizing capital preservation.

41 years

Combined Team Experience

₹ 31,020 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)0.91%

Regulatory & Tax Information

INF846K01644

ISIN

DailyDealing Frequency

CRISIL Short Dur Debt A-II TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)