DS
Devang ShahLead
Since Nov 2012
AUM managed
₹1,26,974.34Cr
Tenure
Since Nov 2012
Funds
23
Axis Short Duration Retl Gr
Short Duration FundAxis Mutual Fund
NAV
₹32.65
-0.01% today
AUM
₹7,501.02 Cr
Fund size
Expense
0.93%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank#3 of 23
Risk-o-meterLow to Moderate Risk
BenchmarkNifty Short Duration Debt TR INR (100%)
Number of holdings179
Inception02 Mar 2010
Exit load0.0
Debt metrics
Modified duration2.54 yrs
Average maturity3.62 yrs
Yield to maturity7.51%
Average credit qualityAAA
Standard deviation1.32%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
AP
Since Jul 2023
AUM managed
₹1,26,200.33Cr
Tenure
Since Jul 2023
Funds
26
About Axis Short Duration Retl Gr
Axis Short Duration Retl Gr is an open-ended Short Duration Fund mutual fund scheme offered by Axis Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹32.65 per unit and the scheme manages ₹7,501.02 Cr in assets under management. The fund charges an expense ratio of 0.93% and is benchmarked against Nifty Short Duration Debt TR INR (100%). Over the trailing 5 years, Axis Short Duration Retl Gr has delivered +6.10% returns. SEBI's riskometer places this scheme in the Low to Moderate Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Axis Short Duration Retl Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.01% | -0.15% |
| 3 months | +0.55% | +0.54% |
| 6 months | +2.29% | +2.30% |
| 1 year | +4.50% | +4.12% |
| 3 years | +7.11% | +6.86% |
| 5 years | +6.10% | +6.17% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | +0.16% |
| 3 months | +2.06% | +0.53% |
| 6 months | +2.58% | +2.82% |
| 1 year | +5.56% | +4.41% |
| 3 years | +23.15% | +18.93% |
| 5 years | +35.46% | +30.05% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Axis Short Duration Retl Gr — frequently asked questions
What is the NAV of Axis Short Duration Retl Gr?
The latest net asset value (NAV) of Axis Short Duration Retl Gr is ₹32.65 per unit, -0.01% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Axis Short Duration Retl Gr delivered?
Axis Short Duration Retl Gr has returned +6.10% over the trailing 5 years (1 year: +4.50%, 3 years: +7.11%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Axis Short Duration Retl Gr?
Axis Short Duration Retl Gr charges an expense ratio of 0.93% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Axis Short Duration Retl Gr?
SEBI's riskometer classifies Axis Short Duration Retl Gr as Low to Moderate Risk, which is typical for a Short Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Axis Short Duration Retl Gr?
You can start a SIP in Axis Short Duration Retl Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Axis Short Duration Retl Gr?
Axis Short Duration Retl Gr is managed by Axis Mutual Fund, holds ₹7,501.02 Cr in assets under management and invests across 179 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Axis Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Short Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF846K01594
- Scheme code
- FSUSA0ALNC