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Axis Short Term Fund Direct Growth

Growth
33.740.07% (-0.02)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Axis Short Term Fund Performance & Key Metrics

Axis Short Term Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.356.836.39
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.636.845.32

Axis Short Term Fund Scheme InfoAxis Short Term Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Short Duration Debt Index

About Short Duration Fund

About Short Duration Fund

Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.

Axis Short Term Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Axis Short Term Fund Peers & Comparison

Comparing 3 mutual funds from 
DebtShort Duration Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Short Term Fund10.02%8.28%8.28%
ICICI Pru Short Term Fund9.66%8.82%8.62%
Kotak Bond Short Term Fund9.91%8.27%8.16%
HDFC Short Term Debt Fund9.70%8.27%8.16%

Axis Short Term Fund Returns Comparison

Compare Axis Short Term Fund with any MF, ETF, stock or index
Compare Axis Short Term Fund with any MF, ETF, stock or index
Axis Short Term Fund
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Axis Short Term Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Axis Short Term Fund Asset Allocation

Axis Short Term Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
+3 moreCertificate of DepositSecured DebtCash & EquivalentsGovernment SecuritiesCorporate Debt1.84%3.18%4.21%5.50%17.37%67.91%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Short Term Fund Sector Distribution

Axis Short Term Fund Sector Distribution

+11 moreInvestment Banking & BrokerageSpecialized FinanceConsumer FinancePublic BanksOthers20.09 %7.61 %7.91 %10.83 %13.67 %39.90 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Axis Short Term Fund Sector Weightage

Axis Short Term Fund Sector Weightage

Mar 24May 24Sep 24Dec 24Mar 25May 2519.06%21.12%0.00%0.00%28.87%39.90%
Others as a % of total holdings for last six quarters
Tickertape Separator

Axis Short Term Fund Current Holdings

Axis Short Term Fund Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Short Term Fund

AMC Profile of Axis Short Term Fund

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    68

  • Total AUM

    ₹ 3,19,930.92 Cr.

Axis Short Term Fund Manager Details

Axis Short Term Fund Manager Details

Axis Short Term Fund Manager Profile

Axis Short Term Fund Manager Profile

Devang Shah

AUM:  ₹98,276.58 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Aditya Pagaria

AUM:  ₹1,06,474.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Axis Short Term Fund Manager Performance (0)

Axis Short Term Fund Manager Performance (0)

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Axis Short Term Fund Tax Implications

Axis Short Term Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

Axis Short Term Fund Review & Opinions

Axis Short Term Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Axis Short Term Fund FAQs

Axis Short Term Fund FAQs

  1. What is the NAV of Axis Short Term Fund?

    The Current NAV of Axis Short Term Fund is ₹33.74, as of 13th June 2025

  2. What are the returns of Axis Short Term Fund?

    The Axis Short Term Fund has been there since 1st January 2013
    • 1 Year Returns: 10.02
    • 3 Year Returns: 8.28
    • 5 Year Returns: 7.05

  3. What are the top 5 sectors holdings of Axis Short Term Fund?

    The top sectors Axis Short Term Fund has invested in are as for 1st 01 2013 are as follows -
    • Others | 39.90%
    • Public Banks | 13.67%
    • Consumer Finance | 10.83%
    • Specialized Finance | 7.91%
    • Investment Banking & Brokerage | 7.61%

  4. What are the top 5 holdings Axis Short Term Fund?

    The top 5 holdings for Axis Short Term Fund are
    • 7.18% Government of India (14/08/2033) | 10.92%
    • Net Receivables / (Payables) | 4.74%
    • 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 3.83%
    • 7.8% National Bank For Agriculture and Rural Development (15/03/2027) | 2.15%
    • 7.87% IndiGrid Infrastructure Trust (24/02/2027) ** | 2.04%

  5. What is the asset allocation of Axis Short Term Fund?

    The Axis Short Term Fund is a plan that invests
    • Corporate Debt | 67.91%
    • Government Securities | 17.37%
    • Cash & Equivalents | 5.50%
    • Secured Debt | 4.21%
    • Certificate of Deposit | 3.18%

  6. How to invest in Axis Short Term Fund?

    If you wish to invest in Axis Short Term Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Axis Short Term Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Axis Short Term Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Axis Short Term Fund?

    The AUM of Axis Short Term Fund is 9493.70 Cr as of 13th June 2025

  8. What is the expense ratio of Axis Short Term Fund Plan?

    The expense ratio of Axis Short Term Fund Plan is 0.35

  9. How to exit Axis Short Term Fund?

    If you have invested in Axis Short Term Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Axis Short Term Fund?

    The alpha ratio for the Axis Short Term Fund is N/A

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Axis Short Term Fund?

    The volatility or standard deviation for the Axis Short Term Fund is 0.88

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Axis Short Term Fund?

    The sharpe ratio for the Axis Short Term Fund is 6.39

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Axis Short Term Fund?

    The Sortino ratio for the Axis Short Term Fund is 0.93

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Axis Short Term Fund?

    The PE ratio (price-to-earnings) of the Axis Short Term Fund is N/A while category PE ratio is N/A

  15. 1. Test MF FAQ for Mutual Fund Axis Short Term Fund Shares?

    The Current NAV of Axis Short Term Fund is ₹33.74, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Axis Short Term Fund Plan?

    There is a lock in period of N/A for Axis Short Term Fund