Fund Overview of Axis Short Duration Fund Direct-idcw
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₹8,183.5 CrAUM
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₹22.06NAV
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0.40%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Short Duration Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.90% | NA | 1.00% |
| 6 Months | 3.61% | NA | 4.64% |
| 1 Year | 6.00% | 6.00% | 8.71% |
| 2 Years | 16.57% | 7.97% | 8.38% |
| 3 Years | 25.44% | 7.85% | 7.90% |
| 5 Years | 39.37% | 6.87% | 6.75% |
| 7 Years | 64.41% | 7.36% | NA |
| 10 Years | 108.32% | 7.62% | 7.45% |
Asset Allocation
debt instruments
95.89%other assets or cash equivalents
4.11%Axis Short Duration Fund Direct-idcw is one Debt mutual fund offered by Axis Mutual Fund. the fund aims Regular income while maintaining liquidity over short term. Investment in debt and money market instruments. It manages assets worth ₹8,183.5 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.4%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Short Duration Fund Direct-idcw
The portfolio allocation consists of 95.89% in debt instruments, 4.11% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 6.00% in the last year, a total return since inception of 8.11%.
Depending on risk tolerance individuals may review best sip during their long-term financial strategy.
Key Metrics of Axis Short Duration Fund Direct-idcw
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Standard Deviation1.28%
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Mean7.70%
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Sharpe Ratio1.48%
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Sortino Ratio2.28%
Fund Details
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Compare Axis Short Duration Fund Direct-idcw with other mutual funds in the same category
Axis Short Duration Fund Direct-idcw
Bank Of India Short Term Income Fund Direct-growth
Bank Of India Short Term Income Fund Direct-idcw Monthly
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹271 | 0.69% | 1.78% | 5.44% | 7.66% | 10.77% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹271 | 0.69% | 1.78% | 5.44% | 7.66% | 10.77% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹271 | 0.69% | 1.78% | 5.44% | 7.66% | 10.77% |
| Bank Of India Short Term Income Fund Regular-growth |
₹271 | 0.63% | 1.62% | 4.83% | 7.07% | 10.24% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹271 | 0.63% | 1.62% | 4.83% | 7.07% | 10.24% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹271 | 0.63% | 1.62% | 4.83% | 7.07% | 10.24% |
| Sundaram Short Duration Fund Direct-growth |
₹184 | 0.66% | 1.73% | 5.47% | 7.50% | 8.02% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹184 | 0.66% | 1.73% | 5.47% | 7.50% | 8.02% |
| UTI Short Duration Direct-flexi Idcw |
₹2,128 | 0.72% | 1.84% | 5.42% | 7.48% | 7.61% |
| UTI Short Duration Direct-growth |
₹2,128 | 0.72% | 1.84% | 5.42% | 7.48% | 7.61% |
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Short Duration Fund Direct-growth
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₹8,183 | 0.72% | 1.90% | 3.61% | 6.00% | 7.85% |
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Axis Short Duration Fund Regular-growth
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₹8,183 | 0.67% | 1.77% | 3.34% | 5.44% | 7.28% |
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Axis Short Duration Fund Regular-idcw
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₹8,183 | 0.67% | 1.77% | 3.34% | 5.44% | 7.28% |
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Axis Short Duration Fund Regular-idcw Monthly
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₹8,183 | 0.67% | 1.77% | 3.34% | 5.44% | 7.28% |
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Axis Short Duration Fund Direct-idcw Monthly
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₹8,183 | 0.72% | 1.90% | 3.61% | 6.00% | 7.85% |
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Axis Short Duration Fund Regular-idcw Weekly
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₹8,183 | 0.67% | 1.77% | 3.34% | 5.44% | 7.28% |
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Axis Short Duration Fund Direct-idcw Weekly
|
₹8,183 | 0.72% | 1.90% | 3.61% | 6.00% | 7.85% |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹19,175 | ₹70.31 | 7.97% | 7.25% | 7.94% |
| ICICI Prudential Short Term Fund-growth |
₹19,175 | ₹64.07 | 7.33% | 6.56% | 7.16% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹19,175 | ₹12.68 | 7.97% | 7.25% | 7.94% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹19,175 | ₹12.06 | 7.33% | 6.56% | 7.16% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹15,008 | ₹35.23 | 7.67% | 6.70% | 7.49% |
| HDFC Short Term Debt Fund-growth |
₹15,008 | ₹34.02 | 7.35% | 6.31% | 7.18% |
| HDFC Short Term Debt Fund-idcw |
₹15,008 | ₹20.21 | 7.35% | 6.31% | 7.18% |
| HDFC Short Term Debt Fund Direct Plan-idcw |
₹15,008 | ₹20.87 | 7.67% | 6.70% | 7.49% |
| HDFC Short Term Debt Fund Direct Plan-idcw Fortnightly |
₹15,008 | ₹10.30 | 7.67% | 6.70% | 7.49% |
| HDFC Short Term Debt Fund-idcw Fortnightly |
₹15,008 | ₹10.20 | 7.35% | 6.31% | 7.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | 6.02% | ₹734.46 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | - | — |
| Government Of India 36204 Goi 14jl32 6.28 Fv Rs 100 | Entities | 3.67% | ₹466.66 Cr |
| Others Cblo | Unspecified | 3.72% | ₹453.84 Cr |
| Government Of India 36204 Goi 14jl32 6.28 Fv Rs 100 | Entities | 3.35% | ₹424.79 Cr |
| Others Cblo | Unspecified | 3.34% | ₹423.50 Cr |
| Others Cblo | Unspecified | 3.42% | ₹422.73 Cr |
| Others Cblo | Unspecified | 3.42% | ₹422.73 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 3.19% | ₹405.23 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 3.44% | ₹402.54 Cr |
| Net Receivables | Unspecified | 3.24% | ₹400.32 Cr |
| Net Receivables | Unspecified | 3.24% | ₹400.32 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 3.23% | ₹399.19 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 3.23% | ₹399.19 Cr |
| Net Receivables | Unspecified | 3.35% | ₹393.45 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 3.20% | ₹390.09 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | - | — |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 3.01% | ₹382.12 Cr |
| State Development Loan 36387 Bh 03sp33 7.54 Fv Rs 100 | Unspecified | 2.91% | ₹355.29 Cr |
| State Development Loan 36387 Bh 03sp33 7.54 Fv Rs 100 | Unspecified | - | — |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.87 | 7.66% | 10.77% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹15.01 | 7.66% | 10.77% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.23 | 7.66% | 10.77% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.22 | 7.07% | 10.24% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.48 | 7.07% | 10.24% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.27 | 7.07% | 10.24% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.94 | 7.50% | 8.02% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.27 | 7.50% | 8.02% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.81 | 7.48% | 7.61% | - |
| UTI Short Duration Direct-growth |
₹35.86 | 7.48% | 7.61% | - |
Frequently Asked Questions
Axis Short Duration Fund Direct-idcw
What is the current AUM of Axis Short Duration Fund Direct-idcw?
As of Tue Jun 30, 2026, Axis Short Duration Fund Direct-idcw manages assets worth ₹8,183.5 crore
How has Axis Short Duration Fund Direct-idcw performed recently?
- 3 Months: 1.90%
- 6 Months: 3.61%
What is the long-term performance of Axis Short Duration Fund Direct-idcw?
- 3 Years CAGR: 7.85%
- 5 Years CAGR: 6.87%
- Since Inception: 8.11%
What is the portfolio composition of Axis Short Duration Fund Direct-idcw?
Debt: 95.89%, Others: 4.11%.
Who manages Axis Short Duration Fund Direct-idcw?
Axis Short Duration Fund Direct-idcw is managed by Devang Shah from Axis Mutual Fund.
Which are the top companies Axis Short Duration Fund Direct-idcw has invested in?
- GOVERNMENT OF INDIA 35943 GOI 05MY35 6.33 FV RS 100 – 6.02% of the fund's portfolio
- GOVERNMENT OF INDIA 35943 GOI 05MY35 6.33 FV RS 100 – 1.00% of the fund's portfolio
- GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 – 3.67% of the fund's portfolio
- Others CBLO – 3.72% of the fund's portfolio
- GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 – 3.35% of the fund's portfolio
Which are the major sectors Axis Short Duration Fund Direct-idcw focuses on?
- Unspecified – 27.65% of the fund's portfolio
- Entities – 24.70% of the fund's portfolio
- Financial – 9.64% of the fund's portfolio
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