Axis Short Duration Fund
🎯Investment Objective
“An open ended short duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years”
Source: Axis Short Duration Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This is a conservative allocation with only 2% in equities — focused on capital preservation and income.
The fund holds 95% in cash — above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified — no sector dominates, with the top 3 at just 2.5%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Large-Blend quadrant based on its holdings characteristics.
The fund primarily holds large-cap stocks (top 100 companies by market cap) — typically the most stable equity holdings. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings209 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | Other / Non-Equity | 2.6% | — | ||
| 2 | 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | CRISIL AAA | 2.3% | — | ||
| 3 | 6.61% Power Finance Corporation Limited (15/07/2028) ** | CRISIL AAA | 2.1% | — | ||
| 4 | Punjab National Bank (05/02/2027) ** | CRISIL A1+ | 2.0% | — | ||
| 5 | Small Industries Dev Bank of India (04/02/2027) | CARE A1+ | 2.0% | — | ||
| 6 | Siddhivinayak Securitisation Trust (28/09/2030) ** | CRISIL AAA(SO) | 1.8% | — | ||
| 7 | 6.48% Government of India (06/10/2035) | Sovereign | 1.7% | — | ||
| 8 | 7.87% IndiGrid Infrastructure Trust (24/02/2027) ** | CRISIL AAA | 1.6% | — | ||
| 9 | Canara Bank (28/01/2027) | CRISIL A1+ | 1.6% | — | ||
| 10 | Small Industries Dev Bank of India (18/02/2027) ** | CARE A1+ | 1.6% | — |
Check Holdings Overlap
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Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | +6.11% | +7.64% | +6.63% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 8.1%.
Investment Calculator
Estimate future value based on Axis Short Duration Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (7.64% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.