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: -0.04%.

Axis

Axis Short Duration Fund - Retail Plan - Weekly IDCW

Latest NAV

₹10.2088

As of

17 Jul 2026

3,962 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	+0.02%	+0.02%	0.00	4 / 8	Q2
1W	-0.05%	-0.01%	-0.05	8 / 8	Q4
2W	-0.48%	-0.17%	-0.31	8 / 8	Q4
1M	-0.20%	+0.45%	-0.66	7 / 8	Q4
3M	-0.39%	+1.26%	-1.65	8 / 8	Q4
6M	+0.03%	+2.31%	-2.29	8 / 8	Q4
YTD	-0.24%	+2.08%	-2.32	8 / 8	Q4
1Y	-0.24%	+2.94%	-3.18	6 / 8	Q3
2Y	-0.12%	+4.58%	-4.70	8 / 8	Q4
3Y	-0.09%	+3.87%	-3.95	7 / 8	Q4
4Y	-0.04%	+3.95%	-3.99	7 / 8	Q4
5Y	-0.04%	+3.45%	-3.49	7 / 8	Q4
7Y	+0.05%	+3.57%	-3.52	6 / 8	Q3
10Y	+0.05%	+3.13%	-3.08	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	-0.24%	+2.08%	-2.32	8 / 8
2025	-0.03%	+5.00%	-5.03	8 / 8
2024	+0.06%	+3.45%	-3.39	7 / 8
2023	+0.00%	+3.45%	-3.45	7 / 8
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

+0.14%

187 windows

min -2.0% · max 2.4%

70% positive

3-Year rolling

+0.11%

163 windows

min -0.6% · max 0.5%

74% positive

5-Year rolling

+0.11%

138 windows

min -0.4% · max 0.7%

82% positive

7-Year rolling

+0.11%

114 windows

min -0.3% · max 0.4%

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

0.66%

3-year · annualised

Sharpe ratio

-9.89

vs risk-free 6.5%

Sortino ratio

-12.81

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	₹15.9836	17 Jul 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	17 Jul 2026
Axis Short Duration Fund - Retail Plan - Monthly IDCW	Axis	₹10.0706	17 Jul 2026
Birla Sun Life Short Term Oppportunities Fund-Retail Dividend Plan	Birla Sun Life	₹15.0777	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹10.2088
16 Jul 2026	₹10.2069
15 Jul 2026	₹10.1999
14 Jul 2026	₹10.1962
13 Jul 2026	₹10.2165
10 Jul 2026	₹10.2144
9 Jul 2026	₹10.2042
8 Jul 2026	₹10.2005
7 Jul 2026	₹10.2238
6 Jul 2026	₹10.2270

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 17 Jul 2026, the NAV of Axis Short Duration Fund - Retail Plan - Weekly IDCW is ₹10.2088. 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 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 - 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 -0.24% — -3.18 pp behind the Short Duration Fund category average of 2.94%. The fund ranks #6 of 8 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 -0.09% — -3.95 pp behind the Short Duration Fund category average of 3.87%. The fund ranks #7 of 8 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Short Duration Fund - Retail Plan - Weekly IDCW has delivered a CAGR of -0.04% — -3.49 pp behind the Short Duration Fund category average of 3.45%. The fund ranks #7 of 8 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Short Duration Fund - Retail Plan - Weekly IDCW exactly 10 years ago would be worth approximately ₹100,544 today — a multiplier of 1.01×, based on the 10-year CAGR of 0.05%. The category average over the same window would have grown ₹1 lakh to ₹136,096.

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 ₹598,984 today. That's an XIRR (money-weighted annualised return) of -0.07%.

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 ₹1,201,767 (multiplier 1.00×). XIRR: 0.03%. 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 #7 out of 8 funds in the Short Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 3.45%; this fund delivered -0.04%.

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 0.66%, worst -0.39%). 82% of rolling windows ended positive. The 5-year Sharpe ratio is -9.97 — 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: -0.04%.

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

Axis Short Duration Fund - Retail Plan - Weekly IDCW

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

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