Axis Short Term Fund Growth

Moderate Risk
Fixed Income
Short Duration

NAV as on Jul 4, 2025

Price per unit of the scheme.

₹ 31.10570.02%1 Day Change

0.44%

Minimum Investment₹5000

Expense Ratio0.98%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Axis Short Term Fund Growth

Fixed Income: Short Duration Average NAV

Topper in Fixed Income: Short Duration

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Axis Short Term Fund Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

Nifty Short Duration Debt TR INR

Expense Ratio

0.98%

Category Avg Expense Ratio

0.35%

Minimum Investment (Lumpsum/SIP)

₹ 5000 /₹ 1000

Lock In (Years)

No Lock-in

Fund Size

₹ 9,493.70 Cr(As on May, 2025)

Inception Date

Jan 22, 2010

Turnover

- %

Exit Load

NIL

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.

Axis Short Term Fund Growth is an Fixed Income - Short Duration fund. The fund was launched inJan 22, 2010. Its risk level is . The NAV of the fund as onJul 04, 2025 is ₹31.11. Its expense ratio is 0.98 %. The fund has an AUM of ₹9,493.70 Cr.The fund is managed byDevang Shah,Aditya Pagaria.
The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Devang Shah

Lead Fund Manager.

Nov 5, 2012 - Present

Fund Manager Rank29Out of 31
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed23
Total AUM₹ 1,01,945.66 Cr
Highest Return In 1 Yr10.40 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Axis Long Duration Fund Direct Growth

₹ 1,240.46

-1.94%

-1.68%

Moderate Risk

₹364.09Cr

Axis Regular Saver Fund Direct Plan Growth Option

₹ 35.25

0.46%

0.36%

Moderately High risk

₹282.74Cr

Axis Dynamic Bond Fund Direct Plan Growth Option

₹ 32.69

-0.31%

-0.72%

Moderate Risk

₹1,308.92Cr

Axis Long Duration Fund Direct Growth

Moderate Risk--

NAV₹ 1,240.46
Fund Size₹364.09Cr

Fund Return-1.94%

Category Return-1.68%

Axis Regular Saver Fund Direct Plan Growth Option

Moderately High risk

NAV₹ 35.25
Fund Size₹282.74Cr

Fund Return0.46%

Category Return0.36%

Axis Dynamic Bond Fund Direct Plan Growth Option

Moderate Risk

NAV₹ 32.69
Fund Size₹1,308.92Cr

Fund Return-0.31%

Category Return-0.72%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Aditya Pagaria

Lead Fund Manager.

Jul 3, 2023 - Present

Schemes managed17
Total AUM₹ 1,06,425.44 Cr
Highest Return In 1 Yr31.11 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth

₹ 12.30

0.62%

Moderate Risk

₹255.99Cr

Axis Ultra Short Term Fund Direct Growth

₹ 15.66

0.64%

0.48%

Low to Moderate Risk

₹6,210.81Cr

Axis NIFTY G-Sec September 2032 Index Fund Direct Growth

Moderate Risk

₹0.00Cr

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth

Moderate Risk--

NAV₹ 12.30
Fund Size₹255.99Cr

Fund Return0.62%

Category Return--

Axis Ultra Short Term Fund Direct Growth

Low to Moderate Risk

NAV₹ 15.66
Fund Size₹6,210.81Cr

Fund Return0.64%

Category Return0.48%

Axis NIFTY G-Sec September 2032 Index Fund Direct Growth

Moderate Risk--

NAV--
Fund Size₹0.00Cr

Fund Return--

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jun, 2025

EQUITY (-%)

DEBT (85.41%)

CASH (14.37%)

Allocation by Market Cap

Other Cap(0.22%)

Industry Holdings

No Data For Allocation

Stock Holdings

No Data For Allocation

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
----
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
----
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
----
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
-0.26
This Fund
VS
-0.24
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
86.61
This Fund
VS
69.17
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
1.14
This Fund
VS
1.19
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
0.91
This Fund
VS
0.77
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
1.90
This Fund
VS
2.15
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
0.98
This Fund
VS
1.45
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Axis Nifty IT Index Fund Direct Growth

₹ 13.49

5.97%

Very High Risk

₹ 131.37 Cr

Axis Silver Fund of Funds Direct Growth

₹ 18.80

5.63%

2.13%

Very High Risk

₹ 107.01 Cr

Axis Nifty Smallcap 50 Index Fund Direct Growth

₹ 19.51

5.13%

Very High Risk

₹ 487.48 Cr

Axis Global Innovation Fund of Fund Direct Growth

₹ 14.95

5.06%

Very High Risk

₹ 518.62 Cr

Axis Global Equity Alpha Fund of Fund Direct Growth

₹ 20.60

4.78%

Very High Risk

₹ 897.59 Cr

Axis Small Cap Fund Direct Growth

₹ 125.87

4.28%

3.87%

Very High Risk

₹ 25,062.36 Cr

Axis Nifty IT Index Fund Direct Growth

Very High Risk--

NAV₹ 13.49
Fund Size₹ 131.37 Cr

1 Month Return5.97%

Category Return--

Axis Silver Fund of Funds Direct Growth

Very High Risk--

NAV₹ 18.80
Fund Size₹ 107.01 Cr

1 Month Return5.63%

Category Return2.13%

Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk--

NAV₹ 19.51
Fund Size₹ 487.48 Cr

1 Month Return5.13%

Category Return--

Axis Global Innovation Fund of Fund Direct Growth

Very High Risk--

NAV₹ 14.95
Fund Size₹ 518.62 Cr

1 Month Return5.06%

Category Return--

Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk--

NAV₹ 20.60
Fund Size₹ 897.59 Cr

1 Month Return4.78%

Category Return--

Axis Small Cap Fund Direct Growth

Very High Risk

NAV₹ 125.87
Fund Size₹ 25,062.36 Cr

1 Month Return4.28%

Category Return3.87%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth ₹ 3,36,158.60 crores. It’s current offering of mutual fund schemes includes 33 equity, 30 debt and 12 hybrid schemes.