Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl

Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl is a hybrid fund. This fund was started on 12 February, 2015. The fund is managed by Aditya Pagaria, Devang Shah. This fund gives you the benefit of diversification.

1. Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl has ₹12129 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 0.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.01%, 8.13% and 6.77% respectively.

Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Corporate, Government, Cash Equivalent.

As it is a short duration mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Axis Short Duration Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl has no lock in period.