Axis Short Duration Fund
Price Chart
Returns
Fund has been able to generate better returns compared to other funds in the same category
Expense Ratio
Less expense ratio implies better returns over the long term
Return vs FD Rates
Fund has not been able to generate better price return than bank FD
Red Flags
Total holdings with red flags is insignificant
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.36 | 7.52 | 6.70 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 7.57 | 5.98 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Short Duration Debt Index |
About Short Duration Fund
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Peers & Comparison
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Short Duration Fund | 8.81% | 6.56% | 8.16% |
| ICICI Pru Short Term Fund | 8.71% | 7.09% | 8.54% |
| Kotak Bond Short Term Fund | 8.91% | 6.34% | 8.05% |
| HDFC Short Term Debt Fund | 8.86% | 6.52% | 8.07% |
Price Comparison
Compare Axis Short Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
ACTUAL
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Sector Distribution
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.32% Government of India (13/11/2030)3M change : 5.70 %|
Holdings
10.04 %
5.70 % - 7.18% Government of India (14/08/2033)3M change : -6.50 %|
Holdings
6.64 %
-6.50 % - 7.1% Government of India (08/04/2034)3M change : 4.14 %|
Holdings
4.14 %
4.14 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,17,827.62 Cr.
Fund Manager Profile
Devang Shah
AUM: ₹81,512.86 Cr.
|
Exp: 9yrs
Aditya Pagaria
AUM: ₹87,073.80 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category