Should I invest in Axis Short Duration Fund - Weekly IDCW?

We don't give personal investment advice. Axis Short Duration Fund - Retail Plan - Weekly IDCW 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: 1.0%. 5-year CAGR: -0.00%.

Axis

Axis Short Duration Fund - Retail Plan - Weekly IDCW

Latest NAV

₹10.2277

As of

3 Jun 2026

3,931 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

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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%	+0.05%	+0.01	2 / 8	Q1
1W	+0.24%	-42.72%	+42.97	6 / 14	Q2
2W	+0.34%	-27.06%	+27.40	1 / 11	Q1
1M	+0.10%	-27.21%	+27.31	4 / 11	Q2
3M	+0.03%	-27.13%	+27.16	7 / 11	Q3
6M	-0.01%	-27.23%	+27.22	6 / 11	Q3
YTD	-0.04%	-26.74%	+26.70	7 / 11	Q3
1Y	+0.03%	-25.82%	+25.85	6 / 11	Q3
2Y	+0.01%	+3.79%	-3.78	6 / 8	Q3
3Y	-0.03%	+3.58%	-3.62	6 / 8	Q3
4Y	+0.14%	+3.80%	-3.66	7 / 8	Q4
5Y	0.00%	+3.25%	-3.25	6 / 8	Q3
7Y	+0.27%	+3.56%	-3.29	6 / 8	Q3
10Y	+0.07%	+3.08%	-3.01	6 / 8	Q3
Inception	—	—	—	—	—

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	-0.04%	+0.73%	-0.77	7 / 8
2025	-0.03%	+5.00%	-5.03	8 / 8
2024	+0.06%	+3.45%	-3.39	7 / 8
2023	+0.00%	-24.76%	+24.76	7 / 11
2022	+0.04%	+2.18%	-2.14	7 / 8
2021	-0.10%	+1.54%	-1.64	6 / 8
2020	+0.74%	+6.24%	-5.50	7 / 8
2019	+0.01%	+2.91%	-2.90	8 / 8
2018	+0.00%	+1.67%	-1.67	7 / 8
2017	+0.09%	+0.90%	-0.82	3 / 8
2016	-0.52%	+4.24%	-4.77	7 / 8

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

+0.15%

185 windows

min -0.8% · max 1.5%

60% positive

3-Year rolling

+0.12%

161 windows

min -0.4% · max 0.9%

71% positive

5-Year rolling

+0.11%

137 windows

min -0.2% · max 0.4%

85% positive

7-Year rolling

+0.11%

112 windows

min 0.0% · max 0.3%

97% 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

0.50%

3-year · annualised

Sharpe ratio

-13.05

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.93%

Mar 2025 → May 2026

% positive months

50.0%

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
SBI SHORT HORIZON DEBT FUND-SHORT TERM FUND RETAIL DIVIDEND FORTNIGHTLY	SBI	₹15.7155	3 Jun 2026
Franklin India Short Term Income Plan- Retail Plan-Segregated Portfolio 3 (9.50% Yes Bank Ltd CO 23Dec21) - Monthly - IDCW	Franklin India	₹0.0000	3 Jun 2026
Axis Short Duration Fund - Retail Plan - Monthly IDCW	Axis	₹10.0230	3 Jun 2026
Birla Sun Life Short Term Oppportunities Fund-Retail Dividend Plan	Birla Sun Life	₹14.8015	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹10.2277
2 Jun 2026	₹10.2299
1 Jun 2026	₹10.2238
31 May 2026	₹10.2247
29 May 2026	₹10.2211
27 May 2026	₹10.2117
26 May 2026	₹10.2050
25 May 2026	₹10.2032
22 May 2026	₹10.1857
21 May 2026	₹10.1788

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 - Retail Plan - Weekly IDCW is ₹10.2277. It's a Short Duration Fund from Axis, run as a Retail plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Short Duration Fund - Retail Plan - Weekly IDCW has NAV history starting from 03 Mar 2010, a track record of about 16 years 3 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 - Retail Plan - Weekly IDCW 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 - Retail Plan - Weekly IDCW has delivered a absolute return of 0.03% — +25.85 pp ahead of the Short Duration Fund category average of -25.82%. The fund ranks #6 of 11 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Short Duration Fund - Retail Plan - Weekly IDCW has delivered a CAGR of -0.03% — -3.62 pp behind the Short Duration Fund category average of 3.58%. The fund ranks #6 of 8 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Short Duration Fund - Retail Plan - Weekly IDCW has delivered a CAGR of 0.00% — -3.25 pp behind the Short Duration Fund category average of 3.25%. The fund ranks #6 of 8 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Short Duration Fund - Retail Plan - Weekly IDCW exactly 10 years ago would be worth approximately ₹100,711 today — a multiplier of 1.01×, based on the 10-year CAGR of 0.07%. The category average over the same window would have grown ₹1 lakh to ₹135,419.

A ₹10,000 monthly SIP in Axis Short Duration Fund - Retail Plan - Weekly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹600,148 today. That's an XIRR (money-weighted annualised return) of 0.01%.

A ₹10,000 monthly SIP for 10 years in Axis Short Duration Fund - Retail Plan - Weekly IDCW = ₹1,200,000 invested. It would currently be worth ₹1,203,882 (multiplier 1.00×). XIRR: 0.06%. 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 - Retail Plan - Weekly IDCW ranks #6 out of 8 funds in the Short Duration Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 3.25%; this fund delivered -0.00%.

The worst peak-to-trough decline Axis Short Duration Fund - Retail Plan - Weekly IDCW has experienced over the last 5-year window is 1.05% — its NAV fell from a high on 11 Feb 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 - Retail Plan - Weekly IDCW averaged 0.11% (best 0.40%, worst -0.21%). 85% of rolling windows ended positive. The 5-year Sharpe ratio is -11.43 — negative risk-adjusted performance.

In calendar year 2025, Axis Short Duration Fund - Retail Plan - Weekly IDCW returned -0.03% — lagging the Short Duration Fund category average of 5.00% by 5.03 pp. It ranked #8 of 8 in its category that year.

Axis Short Duration Fund - Retail Plan - Weekly IDCW 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 - Retail Plan - Weekly IDCW 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: 1.0%. 5-year CAGR: -0.00%.

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