Axis Short Term Fund - Retail Plan - Growth Option

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Category: Debt: Short Duration
Launch Date: 05-03-2010
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 0.93% As on (30-08-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,501.44 Cr As on (31-08-2026)
Turn over:

NAV as on 06-10-2026

32.694 0 (0.0055%)

CAGR Since Inception

7.39%

NIFTY Short Duration Debt Index A-II 7.96%

PERFORMANCE of Axis Short Term Fund - Retail Plan - Growth Option

Scheme Performance (%) Data as on - 06-10-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Axis Short Term Fund - Retail Plan - Growth Option	4.92	7.21	6.15	6.73	7.39
Benchmark	-	-	-	-	-
Debt: Short Duration	4.45	6.8	5.96	6.23	6.36

Yearly Performance (%)

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Fund Managers

Devang Shah, Aditya Pagaria

Investment Objective

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.

RETURNS CALCULATOR for Axis Short Term Fund - Retail Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Axis Short Term Fund - Retail Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Axis Short Term Fund - Retail Plan - Growth Option	1.02	-	-	-	7.51	3.62
Debt: Short Duration	-	-	-	-	-	-

PEER COMPARISION of Axis Short Term Fund - Retail Plan - Growth Option

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Period

Data as on - 06-10-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Axis Short Term Fund - Retail Plan - Growth Option	05-03-2010	4.92	6.75	7.21	6.15	6.73

PORTFOLIO ANALYSIS of Axis Short Term Fund - Retail Plan - Growth Option

Asset Allocation (%)