Axis Short Duration Fund Retail-IDCW Weekly Reinvestment

Fund Details

NAV 10.2473

Sub-Type Short Duration

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 15.93

Fund Size(in Crores) 12707.93

Fund Performance

1 Month 0.24%

3 Month 0.87%

6 Month 2.26%

1 Year 7.49%

3 Year 7.43%

5 Year 6.09%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.89%) Market Cap Mid Cap 41.54 Large Cap 53.84 Small Cap 4.51 Top Sectors Financial 26.01 Energy 9.4 Services 8.44 Automobile 7.85 Technology 7.6 Capital Goods 6.97 Healthcare 6.41 Consumer Staples 5.94 Construction 4.23 Metals & Mining 4.18 Communication 3.61 Materials 3.23 Chemicals 2.69 Consumer Discretionary 1.52 Insurance 1.38 Textiles 0.43 Top Holding Tata Technologies 0.14 Dabur India 0.38 Hero Motocorp 0.97 Solar Industries India 0.1 Torrent Power 0.32 Patanjali Foods 0.24 Honeywell Automation India 0.09 Abbott India 0.2 Larsen & Toubro 1.68 Axis Bank 1.28 Gujarat Fluorochemicals 0.2 Adani Energy Solutions 0.13 Hexaware Technologies 0.15 Petronet LNG 0.28 Waaree Energies 0.37 Lloyds Metals & Energy 0.22 TVS Motor Company - Pref. Shares 0 Gujarat Gas 0.09 HCL Technologies 0.6 Coal India 0.32 KPIT Technologies 0.25 Bharat Petroleum Corporation 0.26 Colgate-Palmolive (India) 0.35 Adani Enterprises 0.2 K.P.R. Mill 0.14 Escorts Kubota 0.16 Canara Bank 0.18 Hindustan Petroleum Corporation 0.62 Bajaj Housing Finance 0.03 Bosch 0.11 Fert & Chem Travancore 0.07 Vedanta 0.36 Biocon 0.31 ICICI Bank 3.37 Bajaj Auto 0.36 Adani Total Gas 0.2 Power Grid Corporation Of India 0.42 Nippon Life India Asset Management 0.2 Tata Communications 0.28 Nestle India 0.32 Prestige Estates Projects 0.35 Ipca Laboratories 0.26 Bank of India 0.23 Jubilant FoodWorks 0.28 Indian Overseas Bank 0.07 ITC Hotels 0.24 Adani Power 0.2 MRF 0.4 Bank of Maharashtra 0.16 Jindal Steel 0.14 National Aluminium Company 0.37 Oil India 0.3 Max Healthcare Institute 0.27 Hindalco Industries 0.45 The Federal Bank 0.85 Max Financial Services 0.57 Suzlon Energy 0.83 Deepak Nitrite 0.15 GMR Airports 0.48 Steel Authority Of India 0.28 Bajaj Holdings & Invest. 0.17 IRB Infra Dev 0.11 Indusind Bank 0.74 Bharti Hexacom 0.18 Godrej Properties 0.39 Astral 0.22 JK Cement 0.3 Voltas 0.4 Interglobe Aviation 0.4 New India Assurance 0.05 Balkrishna Industries 0.24 IDBI Bank 0.07 Dalmia Bharat 0.22 UNO Minda 0.3 Vishal Mega Mart 0.38 Torrent Pharmaceuticals 0.14 Mphasis 0.41 Coforge 0.72 Ultratech Cement 0.49 SJVN 0.07 GE Vernova T&D 0.5 Bajaj Finance 0.92 HDFC Bank 5.32 JIO Financial 0.34 NHPC 0.33 Varun Beverages 0.24 Jindal Stainless 0.35 NMDC 0.37 SBI Cards 0.33 Kotak Mahindra Bank 1.14 Supreme Industries 0.28 HDFC AMC 0.71 Eternal 0.7 Godrej Consumer 0.17 FSN E-Commerce Ventures 0.47 Indian Oil Corporation 0.22 Yes Bank 0.49 Indian Bank 0.38 ACC 0.14 Power Fin. Corp. 0.18 Sundaram Finance 0.47 General Insurance Corporation of India 0.15 ICICI Prudential 0.34 Tata Steel 0.52 Maruti Suzuki India 0.77 PB Fintech 0.81 Trent 0.33 SRF 0.58 Housing & Urban Dev Corp 0.15 Vodafone Idea 0.39 Sun Pharmaceutical Industries 0.64 Avenue Supermarts 0.2 Hindustan Aero 0.29 UCO Bank 0.04 Bharti Airtel 2.06 Reliance Industries 3.72 Berger Paints India 0.2 Bharat Forge 0.51 CG Power 0.16 Polycab India 0.52 Syngene International 0.16 AWL Agri Business 0.14 Cummins India 0.78 Bharat Heavy Electricals 0.48 Hyundai Motor 0.12 Life Insurance 0.07 Wipro 0.26 Bharat Dynamics 0.18 Tube Investments Of India 0.36 Alkem Laboratories 0.42 Linde India 0.16 Shree Cement 0.12 Cipla 0.3 Kei Industries 0.36 Tata Investment Corporation 0.12 Mahindra & Mahindra 1.16 The Phoenix Mills 0.45 ABB India 0.1 Titan Company 0.59 NTPC Green Energy 0.11 GAIL (India) 0.16 Tata Consumer Products 0.27 L&T Technology Services 0.16 Premier Energies 0.13 Thermax 0.15 Britannia Industries 0.25 Hindustan Unilever 0.72 Coromandel International 0.35 Ashok Leyland 0.66 Swiggy 0.67 United Breweries 0.15 Grasim Industries 0.38 AIA Engineering 0.2 Pidilite Industries 0.16 Union Bank of India 0.39 Cochin Shipyard 0.18 Cholamandalam Investment and Finance Company 0.25 UPL 0.58 Indian Renewable Energy Development Agency 0.14 Kalyan Jewellers India 0.24 Tata Consultancy 1.15 Siemens Energy India 0.08 Godrej Industries 0.06 Global Health 0.13 JSW Infrastructure 0.12 REC 0.16 Sona BLW Precision Forgings 0.28 Hitachi Energy India 0.3 Procter & Gamble Hygiene and Health Care 0.16 One97 Communications 0.68 Glaxosmithkline Pharma 0.13 Info Edge (India) 0.18 ITC 1.36 NTPC 0.55 Apollo Hospitals Enterprise 0.25 Ajanta Pharma 0.15 Motilal Oswal Financial Services 0.17 3M India 0.13 Oberoi Realty 0.26 Mahindra & Mahindra Financial Services 0.35 Dixon Technologies (India) 0.65 Apar Industries 0.18 Ambuja Cements 0.12 BSE 1.4 Indraprastha Gas 0.18 Tech Mahindra 0.35 IDFC First Bank 0.73 ONGC 0.33 Bank of Baroda 0.19 Fortis Healthcare 0.6 Muthoot Finance 0.53 AU Small Finance Bank 0.73 Divi's Laboratories 0.29 Glenmark Pharmaceuticals 0.4 TVS Motor Company 0.31 L&T Fin 0.34 ICICI Lombard Gen. Insurance 0.17 APL Apollo Tubes 0.45 Tata Motors Passenger Vehicles 0.27 Rail Vikas Nigam 0.26 LIC Housing Fin. 0.21 JSW Energy 0.09 Endurance Technologies 0.12 Page Industries 0.29 NLC India 0.11 Infosys 1.99 Hindustan Zinc 0.09 State Bank of India 1.43 Indus Towers 0.7 Tata Elxsi 0.23 The Indian Hotels Company 0.23 CRISIL 0.14 LTIMindtree 0.2 Mankind Pharma 0.32 PI Industries 0.34 Asian Paints 0.44 Adani Ports and Special Economic Zone 0.36 Havells India 0.13 Aurobindo Pharma 0.43 JSW Steel 0.38 Persistent Systems 0.89 SBI Life Insurance Company 0.32 Exide Industries 0.21 Tata Power Company 0.22 Oracle Financial Services Software 0.24 Siemens 0.09 Adani Green Energy 0.11 Lodha Developers 0.1 Blue Star 0.29 Samvardhana Motherson 0.19 360 One Wam 0.39 Godfrey Phillips India 0.15 Indian Railway Finance Corporation 0.08 HDFC Life Insurance 0.28 Shriram Finance 0.49 Container Corporation Of India 0.24 DLF 0.15 Bajaj Finserv 0.41 Kwality Walls India 0.01 Bharat Electronics 0.5 Eicher Motors 0.35 Mazagon Dock Shipbuilders 0.07 Apollo Tyres 0.21 Aditya Birla Capital 0.36 Zydus Lifesciences 0.08 Marico 0.51 Dr. Reddy's Laboratories 0.27 Indian Railway Catering & Tourism 0.27 United Spirits 0.15 Schaeffler India 0.2 Lupin 0.66 Punjab National Bank 0.15

Debt & Others (0.11%) Sector Allocation Repo 0.2 Net Payables -0.09 Debt Credit Ratings Debt Category Others 0.11

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.91%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Devang Shah

Education Mr. Shah is B.Com and ACA.

Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.

Aditya Pagaria

Education Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.

Experience Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderate risk

AMC and Fund details

Rank (total sets) 0

Date of Incorporation 2010-03-02

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.