Axis
Axis Short Duration Fund - Retail Plan - Growth Option
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.
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% | +0.06% | +0.00 | 1 / 1 | Q4 |
| 1W | +0.24% | -66.59% | +66.83 | 1 / 3 | Q2 |
| 2W | +0.34% | -49.83% | +50.17 | 1 / 2 | Q2 |
| 1M | +0.14% | -49.93% | +50.07 | 1 / 2 | Q2 |
| 3M | +0.55% | -49.72% | +50.28 | 1 / 2 | Q2 |
| 6M | +1.58% | -49.21% | +50.79 | 1 / 2 | Q2 |
| YTD | +1.36% | -49.32% | +50.68 | 1 / 2 | Q2 |
| 1Y | +4.47% | -47.76% | +52.24 | 1 / 2 | Q2 |
| 2Y | +7.02% | +7.02% | +0.00 | 1 / 1 | Q4 |
| 3Y | +6.88% | +6.88% | +0.00 | 1 / 1 | Q4 |
| 4Y | +6.85% | +6.85% | +0.00 | 1 / 1 | Q4 |
| 5Y | +5.99% | +5.99% | +0.00 | 1 / 1 | Q4 |
| 7Y | +6.85% | +6.85% | +0.00 | 1 / 1 | Q4 |
| 10Y | +6.92% | +6.92% | +0.00 | 1 / 1 | Q4 |
| Inception | +7.40% | +7.40% | +0.00 | 1 / 1 | Q4 |
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% | +1.36% | +0.00 | 1 / 1 |
| 2025 | +8.05% | +8.05% | +0.00 | 1 / 1 |
| 2024 | +7.95% | +7.95% | +0.00 | 1 / 1 |
| 2023 | +6.76% | -46.62% | +53.38 | 1 / 2 |
| 2022 | +3.69% | +3.69% | +0.00 | 1 / 1 |
| 2021 | +3.44% | +3.44% | +0.00 | 1 / 1 |
| 2020 | +10.07% | +10.07% | +0.00 | 1 / 1 |
| 2019 | +9.78% | +9.78% | +0.00 | 1 / 1 |
| 2018 | +6.24% | +6.24% | +0.00 | 1 / 1 |
| 2017 | +5.68% | +5.68% | +0.00 | 1 / 1 |
| 2016 | +9.60% | +9.60% | +0.00 | 1 / 1 |
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.
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 | 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.
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
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹31.9557 |
| 2 Jun 2026 | ₹31.9625 |
| 1 Jun 2026 | ₹31.9434 |
| 31 May 2026 | ₹31.9462 |
| 29 May 2026 | ₹31.9351 |
| 27 May 2026 | ₹31.9058 |
| 26 May 2026 | ₹31.8846 |
| 25 May 2026 | ₹31.8790 |
| 22 May 2026 | ₹31.8244 |
| 21 May 2026 | ₹31.8029 |
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.
- 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)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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