Fund Overview

Axis Short Duration Fund

Scheme Type: Debt

Fund Manager:

Mr. Devang Shah + 1

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NAV as on Oct 31, 2025

₹ 34.6074

CAGR

8.90 %

AUM as on 30 Sep 2025(in Cr.)

₹ 12,200.82

Updated as on: September 30, 2025

Risk

Moderate

An open ended short duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years

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.

Benefits of

Short duration funds invest in shorter duration debt and money market instruments which give the potential to generate relatively stable returns with comparatively lesser risk.

It is a short duration debt fund investing in high quality papers which allows participation in short Duration part of the curve which is a large and highly traded space.

One should target investments in this fund for minimum of 1 year.

Potential Risk Class

A Potential Risk Class matrix consists of parameters based on maximum interest rate risk (measured by Macaulay Duration (MD) of the scheme) and maximum credit risk (measured by Credit Risk Value (CRV) of the scheme).

Fund Manager

Mr. Devang Shah

Managing this fund since 05th Nov 2012

Years

Work Experience

See all schemes managed by Devang Shah

Mr. Aditya Pagaria

Managing this fund since 03th Jul 2023

Years

Work Experience

See all schemes managed by Aditya Pagaria

Entry Load

Exit Load

NIL

Debt Quants

Average Maturity@*

3.50 years

Modified Duration@*

2.75 years

Mac D

2.89 years

Portfolio Yield (Yield to Maturity&) - Monthly

7.00%

Disclaimer: * For instruments with put/call option, the put/call date has been taken as the maturity date. & The yield to maturity given above is based on the portfolio of funds as on date given above. This should not be taken as an indication of the returns that maybe generated by the fund and the securities bought by the fund may or may not be held till their respective maturities. The calculation is based on the invested corpus of the debt portfolio. In case of semi annual YTM, it will be annualised

Updated as on:

This product is suitable for investors who are seeking*

Regular income while maintaining liquidity over short duration.
Investment in debt and money market instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Axis Short Duration Fund

The risk of the scheme is Moderate

NIFTY Short Duration Debt Index A-II

The risk of the benchmark is Low to Moderate

Minimum Investment Amount

Lumpsum Investment :
₹ 5000
Additional Investment :
₹ 1000
Systematic Investment :
₹ 1000

Goal Planning

Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed. Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.

Access all the goal features and benefits at No Cost.

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Issuers

Top 10 Issuers

% Of Net Assets

Power Finance Corporation Limited

7.26

National Bank For Agriculture and Rural Development

7.07

Small Industries Dev Bank of India

6.46

6.33% GOI (MD 05/05/2035)

6.02

REC Limited

4.26

Tata Capital Housing Finance Limited

3.73

6.79% GOI (MD 07/10/2034)

3.20

IndiGRID Infrastructure Trust

3.04

Muthoot Finance Limited

3.03

7.54% Bihar SDL (MD 03/09/2033)

2.91

IDCW

		IDCW (₹ Per Unit)	NAV Per Unit

Record Date	Option	Individuals/HUF	Others	Cum IDCW	Ex IDCW
Sep 25, 2025	Monthly Dividend	0.054	0.054	10.113	10.059
Aug 25, 2025	Monthly Dividend	0.058	0.058	10.106	10.048
Jul 25, 2025	Monthly Dividend	0.067	0.067	10.157	10.090

Disclaimer: Pursuant to payment of Distribution (of Income & Capital), the NAV of the above stated IDCW options of the scheme/plan would fall to the extent of payout and statutory levy, if any. Past performance may or may not be sustained in future. Face value of units is Rs. 10. IDCW means Income Distribution cum Capital Withdrawal.

IDCW History

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Select Timeframe

01-08-2025

01-11-2025

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Axis Short Duration Fund - PPT

Axis Short Duration Fund - Leaflet - Direct

KIM and Application Form - Axis Short Duration Fund

Axis Short Duration Fund- SID

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FAQs on Axis Short Duration Fund

Axis Short Duration Fund is an open ended short duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. The investment objective of this fund is 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.

A short duration debt fund might work well when the interest rates are high but may drop unexpectedly. Short duration debt funds may be a good investment option in a market where the interest rates are unpredictable. Since the average portfolio maturity is shorter than long term debt funds, fluctuations in the interest rates do not affect the performance of short duration debt funds. A short duration fund invests in a basket of debt instruments, thus offering diversification to investors. This fund can be a good option for someone looking to park their money for a short duration. Short duration funds have high liquidity which is why they are considered for building an emergency fund.

A short duration debt fund invests in a range of debt securities such as government securities, derivatives, corporate bonds, etc. To ensure that the portfolio maintains liquidity, these funds may also invest in money market instruments like commercial paper, treasury bills, certificates of deposits, etc. There are no norms that oblige these funds to invest in securities with high credit ratings. Hence short duration funds can invest in low credit quality debt instruments that may have the ability to generate better returns.

Axis Short Duration Fund invests in shorter duration debt and money market instruments which give the potential to generate relatively stable returns with comparatively lesser risk. It is a short duration debt fund investing in high quality papers that allows participation in the short duration part of the curve which is a large and highly traded space.

Axis Short Duration Fund is a debt mutual fund that invests in a portfolio of securities that mature over the short duration.

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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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