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

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

Debt

Axis Mutual Fund

Short Duration

Get the latest NAV of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.24

NAV as on 15 Sep 2025

6.85%/per year

Since Inception

Absolute Gain%

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Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl Performance vs. Short Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (15-Sep-25)

The fund has consistently outperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.32%
1.38%
4.98%
9.03%
8.08%
6.76%
Short Duration Index
0.31%
1.17%
4.05%
7.21%
6.41%
5.64%
Short Duration Avg
0.34%
1.08%
4.45%
8.2%
7.51%
6.4%
Best in Short Duration
0.5%
1.44%
5.04%
10.01%
10.3%
10.68%
Worst in Short Duration
0.16%
0.91%
4.21%
7.94%
7.31%
5.98%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl
-
12,129Cr
0.38%
9.03%
8.08%
1.09
0.19
1.25
2.97
0.26
UTI Short Duration Fund Half Yearly Reinvestment Inc Dist cum Cap Wdrl Direct Growth
-
2,338Cr
0.43%
6.32%
7.73%
0.22
--
--
1.22
0.50
Sundaram Short Duration Fund Monthly Payout of Income Dis cum Cap Wdrl Direct Growth
-
217Cr
0.31%
4.02%
4.87%
-1.47
--
--
-1.29
-1.41
Nippon India Short Term Fund Reinvestment Inc Dist cum Cap Wdrl Direct Growth
-
5,932Cr
0.37%
13.41%
10.69%
4.00
--
--
5.88
6.13
See all

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Absolute Return
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Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (14-Sep-25)

Fund Distribution

as on (14-Sep-25)

AAA
87.2%
AA
12.8%
Cash allocation has gone up from 16% to 18.3%
Cash allocation has gone up from 16% to 18.3%
Debt allocation has gone down from 83.7% to 81.4%
Debt allocation has gone down from 83.7% to 81.4%

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (14-Sep-25)

Sector Allocation

Corporate
58.5%
Government
36.4%
Cash Equivalent
5.1%

Top 2 Sectors in August were Corporate, Government

Aug'25

Corporate

69%

Government

21%

Jul'25

Corporate

74%

Government

19%

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.38%
Benchmark
Nifty Short Duration Debt TR INR
AUM₹12129 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹1000
Exit Load0%
Lock InNo Lock-in
TurnOver
514.21%
Risk
Risk meter
pointer
Low to Moderate Risk

About Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Aditya Pagaria, Devang Shah. This fund is suitable to keep your money safe.

Key Parameters

  1. Axis Short Duration Fund Direct Plan Weekly Reinvst 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.

Returns

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 6.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.03%, 8.08% and 6.76% respectively.

Holdings

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are 6.79% Govt Stock 2034, National Bank For Agriculture And Rural Development, Power Finance Corporation Limited, 6.79% Govt Stock 2031, Rec Limited

Taxation

As it is a short duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl

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 and lockin period

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

Fund Manager

Aditya Pagaria

Fund Manager of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl, since 3 July 2023

Devang Shah

Fund Manager of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl, since 5 November 2012

Learn more about Axis Mutual Fund
Parameters
Aug'25
Jul'25
Jun'25
AUM
₹ 12.1K Cr
₹ 11.8K Cr
₹ 11.5K Cr
  • AUM of the fund stands at 12.1K Cr as of Aug'25
  • AUM increased by 369.1 Cr between Aug'25 and Jul'25

Frequently Asked Questions for Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl

How do I invest in Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl?

INDmoney makes it simple to invest in the Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl?

The NAV of the fund today is ₹10.24. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl fund has generated a return of 9.03% in 1 year, 8.08% in 3 years, 6.76% in 5 years.

Who is the fund manager of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl?

The fund managers are Aditya Pagaria, Devang Shah.

What is the expense ratio of the fund?

The expense ratio is 0.38%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹12129 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Short Duration Fund Direct Plan Weekly Reinvst of Inc Dis cum Cap Wdrl?

The top 3 holdings of the fund are 6.79% Govt Stock 2034(6.16%), National Bank For Agriculture And Rural Development(2.63%), Power Finance Corporation Limited(2.05%)