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Axis Short Duration Fund(M-IDCW)

IDCW
DebtShort Duration Fund
Large-size FundAssets Under Mgmt: ₹ 9,303 Cr
Moderate RiskPrinciple investment will be at moderate risk
10.070.04% (+0.00)

Price Chart

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Returns
0.00%
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SIP
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DebtShort Duration Fund
Large-size FundAssets Under Mgmt: ₹ 9,303 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.367.526.89
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.647.536.02

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 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

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.

Peers & Comparison

Comparing 3 mutual funds from 
DebtShort Duration Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Short Duration Fund(M-IDCW)0.51%0.17%-0.03%
ICICI Pru Short Term Fund(M-IDCW Payout)0.14%0.03%0.50%
Kotak Bond Short Term Fund(IDCW)9.04%4.85%6.77%
HDFC Short Term Debt Fund(IDCW-Reinv)1.31%2.38%6.44%

Price Comparison

Compare Axis Short Duration Fund(M-IDCW) with any MF, ETF, stock or index
Compare Axis Short Duration Fund(M-IDCW) with any MF, ETF, stock or index
Axis Short Duration Fund(M-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
+4 moreSecured DebtCertificate of DepositCash & EquivalentsGovernment SecuritiesCorporate Debt5.79%3.54%3.92%5.66%25.92%55.17%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

+12 moreHome FinancingInvestment Banking & BrokerageSpecialized FinancePublic BanksG-Sec26.25 %7.80 %10.72 %11.87 %17.44 %25.92 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2434.15%27.64%23.23%27.57%28.37%25.92%
G-Sec as a % of total holdings for last six quarters
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Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 7.1% Government of India (08/04/2034)
    Sovereign
    3M change : 2.33 %|Sovereign

    Holdings

    8.77 %

    2.33 %
  • 6.79% Government of India (07/10/2034)
    Sovereign
    3M change : 6.98 %|Sovereign

    Holdings

    6.98 %

    6.98 %
  • 7.32% Government of India (13/11/2030)
    Sovereign
    3M change : -0.98 %|Sovereign

    Holdings

    6.06 %

    -0.98 %

AMC Profile

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

    69

  • Total AUM

    ₹ 3,13,937.02 Cr.

Fund Manager Profile

Devang Shah

AUM:  ₹89,520.89 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Aditya Pagaria

AUM:  ₹81,951.29 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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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

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