Axis Short Duration Fund
Debt
India Debt Medium Duration
Liquid
Others
Empty
1–3 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-0.1% AnnuallyAlpha
+-0.1% vs +9.9% benchmarkSince Inception
+-0.5% vs +6.3% benchmark3Y Annualized
+-0.3% vs +6.5% benchmark5Y Annualized
Axis Short Duration Fund
Benchmark Index
Benchmark Performance Comparison
Axis Short Term Fund
FD Returns
Risk Profile
Standard Deviation1.1%
Sharpe Ratio2.32
Beta1.32
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.18% Govt Stock 2033Utilities4.66%
National Bank For Agriculture And Rural DevelopmentUtilities3.65%
Net Receivables / (Payables)Utilities3.40%
Export Import Bank Of India (20/03/2026)Utilities3.34%
Clearing Corporation Of India LtdUtilities2.91%
Power Finance Corporation LimitedUtilities2.61%
National Bank For Agriculture And Rural DevelopmentUtilities2.31%
Rec LimitedUtilities2.30%
National Bank For Agriculture And Rural DevelopmentUtilities1.78%
Indigrid Infrastructure TrustUtilities1.68%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.88%
Regulatory & Tax Information
INF846K01651
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)