Axis Short Duration Fund Regular-Growth

Fund Details

NAV 31.8228

Sub-Type Short Duration

Rating 4

Min. SIP Amount ₹100.0

Fund Age(Year) 15.92

Fund Size(in Crores) 12691.88

Fund Performance

1 Month 0.13%

3 Month 1.42%

6 Month 2.68%

1 Year 8.05%

3 Year 7.56%

5 Year 5.97%

Know This Fund

As on 22 Dec 2025

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

Equity (98.27%) Market Cap Small Cap 22.06 Mid Cap 22.37 Large Cap 53.84 Top Sectors Financial 29.18 Capital Goods 12.99 Automobile 9.35 Technology 7.47 Healthcare 6.86 Services 6.45 Energy 5.28 Consumer Staples 4.58 Construction 3.45 Metals & Mining 3.39 Chemicals 2.97 Materials 2.56 Communication 1.87 Consumer Discretionary 1.87 Top Holding Blue Star 0.89 Kirloskar Oil Engines 0.81 ITC 0.93 JSW Energy 0.77 Hindustan Petroleum Corporation 0.58 Cholamandalam Investment and Finance Company 0.91 TVS Motor Company - Pref. Shares 0.01 Elantas Beck India 0.57 Tech Mahindra 0.56 SJS Enterprises 1.6 JIO Financial 1.46 Torrent Pharmaceuticals 1.08 JK Cement 1.48 Eternal 1.12 Trent 0.89 JSW Steel 0.67 Bharat Electronics 2.05 GE Vernova T&D 1.28 Hindalco Industries 0.72 Larsen & Toubro 2.13 UNO Minda 1.03 Mahindra & Mahindra 1.68 Kaynes Technology India 0.86 ZF Commercial 1.39 Karur Vysya Bank 1.42 Solar Industries India 1.67 MCX 2.11 TVS Motor Company 1.06 Azad Engineering 1.15 Home First Finance Company India 1.02 Sun Pharmaceutical Industries 0.96 Ujjivan Small Finance Bank 1 HCL Technologies 1.02 KSB 0.5 Cummins India 1.17 Hexaware Technologies 1.19 The Phoenix Mills 1.32 HDFC Bank 6.87 Mphasis 1.89 Bajaj Finance 0.84 Jyoti CNC Automation 1.3 Maruti Suzuki India 1.42 CAMS 0.61 Navin Fluorine International 0.73 Max Healthcare Institute 1.45 Max Financial Services 1.56 Gabriel India 1.16 CG Power 1.09 ITC Hotels 0.05 Tata Steel 0.63 Lupin 0.55 Godrej Consumer 0.43 Muthoot Finance 2.18 Amber Enterprises India 0.98 NTPC 0.43 Ultratech Cement 1.08 360 One Wam 1.24 Infosys 2.81 KFin Technologies 1.27 Kei Industries 0.54 Acutaas Chemicals 1.93 Data Patterns (India) 0.55 Info Edge (India) 0.91 HDFC AMC 1.14 Oil India 0.76 Reliance Industries 3.51 ICICI Bank 5.7 Jubilant FoodWorks 0.76 Eureka Forbes 1.37 Ajanta Pharma 0.89 DOMS Industries 0.94 Bharti Airtel 1.87 Tata Consumer Products 2.28 Dixon Technologies (India) 0.92 State Bank of India 2.57

Debt & Others (1.73%) Sector Allocation Repo 1.83 Treasury Bills 0.16 Net Payables -0.26 Debt Credit Ratings Cash & Call Money 3.53 SOV 0.07 Debt Category Others 1.57 Reserve Bank of India 0.16

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-Growth Ret 1M 7.42% Ret 1Y 72.28% Ret 3Y 32.98% Ret 5Y 20.01%

Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Ret 1M 7.42% Ret 1Y 72.28% Ret 3Y 32.98% Ret 5Y 20.01%

Equity, Flexi Cap funds Aditya Birla Sun Life Gold Fund Regular-IDCW Reinvestment Ret 1M 7.42% Ret 1Y 72.28% Ret 3Y 32.98% Ret 5Y 20.01%

Equity, Flexi Cap funds Angel One Gold ETF FoF Regular - Growth Ret 1M 7.21% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Gold and Silver Passive FoF Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Gold Fund Regular-Growth Ret 1M 7.24% Ret 1Y 70.86% Ret 3Y 32.8% Ret 5Y 19.98%

Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Payout Ret 1M 7.24% Ret 1Y 70.86% Ret 3Y 32.8% Ret 5Y 19.98%

Equity, Flexi Cap funds Axis Gold Fund Regular-IDCW Reinvestment Ret 1M 7.24% Ret 1Y 70.86% Ret 3Y 32.8% Ret 5Y 19.98%

Equity, Flexi Cap funds Baroda BNP Paribas Gold ETF FoF Regular - Growth Ret 1M 7.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP Gold ETF FoF Regular - Growth Ret 1M 6.77% Ret 1Y 71.44% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds DSP Gold ETF FoF Regular - IDCW Ret 1M 6.77% Ret 1Y 71.44% Ret 3Y 0% Ret 5Y 0%

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

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.

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.

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) 1

Date of Incorporation 2010-01-22

Total AUM 2025-11-30

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.