Should I invest in Axis Short Duration Fund?

We don't give personal investment advice. Axis Short Duration Fund - Regular Plan - Growth Option is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.9%. 5-year CAGR: 6.00%.

Axis

Axis Short Duration Fund - Regular Plan - Growth Option

Latest NAV

₹32.3296

As of

3 Jun 2026

3,955 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.06%	+0.03%	+0.03	3 / 11	Q2
1W	+0.24%	+0.20%	+0.04	2 / 11	Q1
2W	+0.34%	+0.30%	+0.04	4 / 11	Q2
1M	+0.14%	+0.11%	+0.02	3 / 11	Q2
3M	+0.55%	+0.39%	+0.16	3 / 11	Q2
6M	+1.58%	+1.22%	+0.35	1 / 11	Q1
YTD	+1.36%	+1.08%	+0.27	1 / 11	Q1
1Y	+4.47%	+3.70%	+0.78	1 / 11	Q1
2Y	+7.02%	+6.39%	+0.63	1 / 10	Q1
3Y	+6.90%	+6.33%	+0.56	1 / 10	Q1
4Y	+6.86%	+6.31%	+0.55	1 / 8	Q1
5Y	+6.00%	+5.36%	+0.64	1 / 7	Q1
7Y	+6.86%	+5.80%	+1.06	1 / 6	Q1
10Y	+6.92%	+6.34%	+0.58	1 / 4	Q1
Inception	+7.43%	+6.27%	+1.16	1 / 11	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.36%	+1.08%	+0.27	1 / 11
2025	+8.05%	+7.37%	+0.68	1 / 10
2024	+7.99%	+7.35%	+0.64	1 / 10
2023	+6.77%	+6.38%	+0.39	2 / 10
2022	+3.70%	+2.83%	+0.87	1 / 8
2021	+3.43%	+2.92%	+0.51	2 / 6
2020	+10.06%	+8.26%	+1.80	1 / 6
2019	+9.78%	+8.30%	+1.48	1 / 5
2018	+6.24%	+6.53%	-0.30	3 / 4
2017	+5.68%	+6.50%	-0.81	4 / 4
2016	+9.60%	+9.10%	+0.50	1 / 4

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.67%

188 windows

min 2.7% · max 11.5%

100% positive

3-Year rolling

+7.63%

163 windows

min 4.5% · max 9.7%

100% positive

5-Year rolling

+7.61%

139 windows

min 6.0% · max 9.3%

100% positive

7-Year rolling

+7.66%

115 windows

min 6.5% · max 8.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.20%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.55%

May 2026 → May 2026

% positive months

94.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Short Duration Fund

Scheme	Fund house	NAV	As of
Mirae Asset Short Duration Fund - Regular Plan - Growth	Mirae Asset	₹16.2822	3 Jun 2026
HSBC Short Duration Fund - Regular Growth	HSBC	₹27.5342	3 Jun 2026
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹30.3619	3 Jun 2026
CANARA ROBECO SHORT DURATION FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹26.3995	3 Jun 2026
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option	Groww	₹2,161.4145	3 Jun 2026
JM Short Duration Fund (Regular) - Growth		₹12.4790	3 Jun 2026
LIC MF Short Duration Fund-Regular Plan-Growth	LIC	₹15.0986	3 Jun 2026
Mahindra Manulife Short Duration Fund - Regular Plan - Growth	Mahindra Manulife	₹13.2625	3 Jun 2026
Union Short Duration Fund - Regular Plan - Growth Option	Union	₹10.7846	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹32.3296
2 Jun 2026	₹32.3365
1 Jun 2026	₹32.3172
31 May 2026	₹32.3200
29 May 2026	₹32.3087
27 May 2026	₹32.2791
26 May 2026	₹32.2577
25 May 2026	₹32.2520
22 May 2026	₹32.1967
21 May 2026	₹32.1750

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Short Duration Fund - Regular Plan - Growth Option is ₹32.3296. It's a Short Duration Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Short Duration Fund - Regular Plan - Growth Option has NAV history starting from 25 Jan 2010, a track record of about 16 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis Short Duration Fund - Regular Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Short Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Short Duration Fund - Regular Plan - Growth Option has delivered a absolute return of 4.47% — +0.78 pp ahead of the Short Duration Fund category average of 3.70%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Short Duration Fund - Regular Plan - Growth Option has delivered a CAGR of 6.90% — +0.56 pp ahead of the Short Duration Fund category average of 6.33%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Axis Short Duration Fund - Regular Plan - Growth Option has delivered a CAGR of 6.00% — +0.64 pp ahead of the Short Duration Fund category average of 5.36%. The fund ranks #1 of 7 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Short Duration Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹195,273 today — a multiplier of 1.95×, based on the 10-year CAGR of 6.92%. The category average over the same window would have grown ₹1 lakh to ₹184,862.

A ₹10,000 monthly SIP in Axis Short Duration Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹708,484 today. That's an XIRR (money-weighted annualised return) of 6.58%.

A ₹10,000 monthly SIP for 10 years in Axis Short Duration Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,687,531 (multiplier 1.41×). XIRR: 6.63%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Short Duration Fund - Regular Plan - Growth Option ranks #1 out of 7 funds in the Short Duration Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 5.36%; this fund delivered 6.00%.

The worst peak-to-trough decline Axis Short Duration Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 0.88% — its NAV fell from a high on 05 Apr 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Short Duration Fund - Regular Plan - Growth Option averaged 7.61% (best 9.26%, worst 5.96%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.52 — negative risk-adjusted performance.

In calendar year 2025, Axis Short Duration Fund - Regular Plan - Growth Option returned 8.05% — beating the Short Duration Fund category average of 7.37% by 0.68 pp. It ranked #1 of 10 in its category that year.

Axis Short Duration Fund - Regular Plan - Growth Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Short Duration Fund - Regular Plan - Growth Option is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.9%. 5-year CAGR: 6.00%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Short Duration Fund - Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Short Duration Fund

Recent NAVs

Frequently asked questions

More from Axis