SCHEME OVERVIEW

Axis Short Term Fund - Regular Plan - Regular IDCW

Category: Debt: Short Duration
Launch Date: 12-02-2015
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 0.93% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 8,006.7 Cr As on (31-07-2026)
Turn over:
NAV as on 04-09-2026

22.127

0.01 (0.0547%)

CAGR Since Inception

7.11%

NIFTY Short Duration Debt Index A-II 8.03%

PERFORMANCE of Axis Short Term Fund - Regular Plan - Regular IDCW

Scheme Performance (%) Data as on - 04-09-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Short Term Fund - Regular Plan - Regular IDCW 5.74 7.27 6.19 6.87 7.11
Benchmark - - - - -
Debt: Short Duration 5.29 6.87 6.06 6.37 6.4

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Devang Shah, Mr. 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 - Regular Plan - Regular IDCW

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.

Key Performance and Risk Statistics of Axis Short Term Fund - Regular Plan - Regular IDCW

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

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Short Term Fund - Regular Plan - Regular IDCW 12-02-2015 5.74 7.14 7.27 6.19 6.87
Bandhan Short Term Fund - Regular Plan - Growth 14-12-2000 6.15 7.04 7.29 5.98 6.67
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 5.97 7.08 7.28 6.5 7.08
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 5.74 7.14 7.26 6.18 6.87
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 5.74 7.14 7.27 6.18 6.87
HDFC Short Term Fund - Regular Plan - Growth Option 05-06-2010 5.67 6.94 7.27 6.23 7.1
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 5.62 6.87 7.09 6.18 6.86
Nippon India Short Term Fund -Growth Plan 01-12-2002 5.6 6.96 7.16 6.04 6.65
Sundaram Short Duration Fund Growth Plan 01-01-2013 5.45 6.75 6.93 7.39 5.94
HSBC Short Term Fund - Regular Growth 01-01-2013 5.38 6.74 6.94 5.69 6.48

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Short Term Fund - Regular Plan - Regular IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)