Axis Short Term Fund Regular Growth
DebtShort DurationLow to Moderate Risk
Regular
NAV (18-Jun-25)
₹31.000.03%1D
Returns (Since Inception)
7.62%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹9,494 Cr
Expense Ratio
0.88%
ISIN
INF846K01644
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
22 Jan 2010
About this fund
Axis Short Term Fund Regular Growth is a Short Duration mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 15 years, 4 months and 28 days, having been launched on 22-Jan-10.
As of 18-Jun-25, it has a Net Asset Value (NAV) of ₹31.00, Assets Under Management (AUM) of 9493.70 Crores, and an expense ratio of 0.88%.
As of 18-Jun-25, it has a Net Asset Value (NAV) of ₹31.00, Assets Under Management (AUM) of 9493.70 Crores, and an expense ratio of 0.88%.
- Axis Short Term Fund Regular Growth has given a CAGR return of 7.62% since inception.
- The fund's asset allocation comprises around 0.00% in equities, 91.17% in debts, and 8.57% in cash & cash equivalents.
- You can start investing in Axis Short Term Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+9.56%
+9.49% (Cat Avg.)
3 Years
+7.74%
+7.84% (Cat Avg.)
5 Years
+6.32%
+6.67% (Cat Avg.)
10 Years
+7.31%
+6.51% (Cat Avg.)
Since Inception
+7.62%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Debt | ₹8,655.54 Cr | 91.17% |
| Others | ₹838.16 Cr | 8.83% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| 7.18% Govt Stock 2033 | Bond - Gov't/Treasury | ₹1,036.87 Cr | 10.92% |
| Net Receivables / (Payables) | Cash - Collateral | ₹450.36 Cr | 4.74% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹364.08 Cr | 3.83% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹203.93 Cr | 2.15% |
| Indigrid Infrastructure Trust | Bond - Corporate Bond | ₹193.21 Cr | 2.04% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹178.95 Cr | 1.88% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹153.24 Cr | 1.61% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹150.42 Cr | 1.58% |
| Rec Limited | Bond - Corporate Bond | ₹129.11 Cr | 1.36% |
| Indigrid Infrastructure Trust | Bond - Corporate Bond | ₹128.72 Cr | 1.36% |
| Embassy Office Parks Reit | Bond - Corporate Bond | ₹127.8 Cr | 1.35% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹127.25 Cr | 1.34% |
| INDIA UNIVERSAL TRUST AL1 | Bond - Asset Backed | ₹124.23 Cr | 1.31% |
| 6.33% Gsec Mat - 05/05/2035 | Bond - Gov't/Treasury | ₹120.22 Cr | 1.27% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹116.95 Cr | 1.23% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹112.39 Cr | 1.18% |
| Rec Limited | Bond - Corporate Bond | ₹103.11 Cr | 1.09% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹102.43 Cr | 1.08% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹102.01 Cr | 1.07% |
| Rec Limited | Bond - Corporate Bond | ₹101.85 Cr | 1.07% |
| Tvs Holdings Limited | Bond - Corporate Bond | ₹101.65 Cr | 1.07% |
| Hdb Financial Services Limited | Bond - Corporate Bond | ₹101.35 Cr | 1.07% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹100.99 Cr | 1.06% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹100.91 Cr | 1.06% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹100.24 Cr | 1.06% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹100.14 Cr | 1.05% |
| Aditya Birla Capital Limited | Bond - Corporate Bond | ₹100.08 Cr | 1.05% |
| 6.79% Govt Stock 2031 | Bond - Gov't/Treasury | ₹98.95 Cr | 1.04% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹98.54 Cr | 1.04% |
| Bank Of Baroda (13/10/2025) | Cash - CD/Time Deposit | ₹97.7 Cr | 1.03% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹97.49 Cr | 1.03% |
| Indusind Bank Limited | Cash - CD/Time Deposit | ₹96.87 Cr | 1.02% |
| Godrej Properties Limited | Bond - Corporate Bond | ₹95.88 Cr | 1.01% |
| Nexus Select TRust | Bond - Corporate Bond | ₹95.57 Cr | 1.01% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹92.52 Cr | 0.97% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹77.3 Cr | 0.81% |
| Godrej Properties Limited | Bond - Corporate Bond | ₹77.09 Cr | 0.81% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹77.04 Cr | 0.81% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹76.57 Cr | 0.81% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹76.54 Cr | 0.81% |
| Reliance Life Sciences Private Limited | Bond - Corporate Bond | ₹76.28 Cr | 0.80% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹76.13 Cr | 0.80% |
| Aadhar Housing Finance Limited | Bond - Corporate Bond | ₹76.07 Cr | 0.80% |
| Nexus Select TRust | Bond - Corporate Bond | ₹75.85 Cr | 0.80% |
| Hdb Financial Services Limited | Bond - Corporate Bond | ₹75.42 Cr | 0.79% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹72.58 Cr | 0.76% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹72.02 Cr | 0.76% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹71.97 Cr | 0.76% |
| Nexus Select TRust | Bond - Corporate Bond | ₹71.32 Cr | 0.75% |
| SANSAR JUNE 2024 TRUST | Bond - Asset Backed | ₹70.72 Cr | 0.74% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹70.17 Cr | 0.74% |
| Kotak Mahindra Prime Limited | Bond - Corporate Bond | ₹65.89 Cr | 0.69% |
| Dlf Cyber City Developers Ltd | Bond - Corporate Bond | ₹65.04 Cr | 0.69% |
| 7.04% Govt Stock 2029 | Bond - Gov't/Treasury | ₹57.07 Cr | 0.60% |
| Mindspace Business Parks Reit | Bond - Corporate Bond | ₹55.45 Cr | 0.58% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹51.62 Cr | 0.54% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹51.24 Cr | 0.54% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹51.17 Cr | 0.54% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹51.08 Cr | 0.54% |
| Rec Limited | Bond - Corporate Bond | ₹50.97 Cr | 0.54% |
| Godrej Finance Limited | Bond - Corporate Bond | ₹50.82 Cr | 0.54% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹50.78 Cr | 0.53% |
| L&T Metro Rail (Hyderabad) Limited | Bond - Corporate Bond | ₹50.71 Cr | 0.53% |
| INDIA UNIVERSAL TRUST AL2 | Bond - Asset Backed | ₹50.69 Cr | 0.53% |
| Tata Capital Limited | Bond - Corporate Bond | ₹50.69 Cr | 0.53% |
| Rec Limited | Bond - Corporate Bond | ₹50.63 Cr | 0.53% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹50.6 Cr | 0.53% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹50.57 Cr | 0.53% |
| Shriram Finance Limited | Bond - Corporate Bond | ₹50.46 Cr | 0.53% |
| Hdb Financial Services Limited | Bond - Corporate Bond | ₹50.32 Cr | 0.53% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹50.27 Cr | 0.53% |
| Indigrid Infrastructure Trust | Bond - Corporate Bond | ₹50.19 Cr | 0.53% |
| SANSAR JAN 2025 TRUST | Bond - Asset Backed | ₹50.14 Cr | 0.53% |
| Poonawalla Fincorp Ltd. | Bond - Corporate Bond | ₹50.01 Cr | 0.53% |
| Citicorp Finance (India) Limited | Bond - Corporate Bond | ₹50.01 Cr | 0.53% |
| HDFC Bank Ltd. | Bond - Corporate Bond | ₹49.01 Cr | 0.52% |
| Punjab National Bank | Cash - CD/Time Deposit | ₹48.4 Cr | 0.51% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹46.06 Cr | 0.49% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹46.02 Cr | 0.48% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹44.81 Cr | 0.47% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹43.49 Cr | 0.46% |
| INDIA UNIVERSAL TRUST AL2 | Bond - Asset Backed | ₹42.72 Cr | 0.45% |
| Andhra Pradesh (Government of) 7.39% | Bond - Sub-sovereign Government Debt | ₹41.79 Cr | 0.44% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹37.43 Cr | 0.39% |
| 07.70 AP Sgs 2029 | Bond - Gov't/Treasury | ₹31.48 Cr | 0.33% |
| INDIA UNIVERSAL TRUST AL1 | Bond - Asset Backed | ₹31.11 Cr | 0.33% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹30.39 Cr | 0.32% |
| Samvardhana Motherson International Limited | Bond - Corporate Bond | ₹30.19 Cr | 0.32% |
| Tata Capital Housing Finance Limited | Bond - Corporate Bond | ₹30.13 Cr | 0.32% |
| 07.60 AP Sdl 2024 | Bond - Gov't/Treasury | ₹26.17 Cr | 0.28% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹26.16 Cr | 0.28% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹25.88 Cr | 0.27% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹25.76 Cr | 0.27% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹25.58 Cr | 0.27% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.57 Cr | 0.27% |
| Shriram Finance Limited | Bond - Corporate Bond | ₹25.55 Cr | 0.27% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹25.51 Cr | 0.27% |
| Rec Limited | Bond - Corporate Bond | ₹25.48 Cr | 0.27% |
| Godrej Properties Limited | Bond - Corporate Bond | ₹25.45 Cr | 0.27% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹25.32 Cr | 0.27% |
| 6.54% Rajasthan State Development Loans (18/11/2030) | Bond - Gov't/Treasury | ₹25.31 Cr | 0.27% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹25.15 Cr | 0.26% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹25.14 Cr | 0.26% |
| SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 | Mutual Fund - Open End | ₹24.53 Cr | 0.26% |
| SANSAR TRUST NOV 2023 II | Bond - Asset Backed | ₹22.76 Cr | 0.24% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹21.45 Cr | 0.23% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹20.61 Cr | 0.22% |
| Torrent Power Limited | Bond - Corporate Bond | ₹20.4 Cr | 0.21% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹20.23 Cr | 0.21% |
| Tata Realty And Infrastructure Limited | Bond - Corporate Bond | ₹20.09 Cr | 0.21% |
| India (Republic of) | Bond - Gov't/Treasury | ₹16.31 Cr | 0.17% |
| India (Republic of) | Bond - Gov't/Treasury | ₹15.88 Cr | 0.17% |
| Embassy Office Parks Reit | Bond - Corporate Bond | ₹15.3 Cr | 0.16% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹15.23 Cr | 0.16% |
| GS CG 22/08/2027 - (STRIPS) Strips | Bond - Gov't/Treasury | ₹14.88 Cr | 0.16% |
| Mahanagar Telephone Nigam Limited | Bond - Corporate Bond | ₹13.69 Cr | 0.14% |
| Goi Strips 2028 | Bond - Gov't/Treasury | ₹12.66 Cr | 0.13% |
| Rec Limited | Bond - Corporate Bond | ₹11.85 Cr | 0.12% |
| 07.54 AP Sgs 2029 | Bond - Gov't/Treasury | ₹10.42 Cr | 0.11% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹10.21 Cr | 0.11% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹10.18 Cr | 0.11% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹10.1 Cr | 0.11% |
| Nhpc Limited | Bond - Corporate Bond | ₹10 Cr | 0.11% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹9.94 Cr | 0.10% |
| Government Of India | Bond - Gov't/Treasury | ₹9.66 Cr | 0.10% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹9.63 Cr | 0.10% |
| HDFC Bank Ltd. | Bond - Corporate Bond | ₹9.5 Cr | 0.10% |
| Government Of India | Bond - Gov't/Treasury | ₹9.11 Cr | 0.10% |
| 6.75% Govt Stock 2029 | Bond - Gov't/Treasury | ₹8.63 Cr | 0.09% |
| Muthoot Finance Limited | Bond - Corporate Bond | ₹7.65 Cr | 0.08% |
| INDIA UNIVERSAL TRUST AL1 | Bond - Asset Backed | ₹7.32 Cr | 0.08% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹7.05 Cr | 0.07% |
| Indian Oil Corporation Limited | Bond - Corporate Bond | ₹6.87 Cr | 0.07% |
| 9.2% Govt Stock 2030 | Bond - Gov't/Treasury | ₹5.73 Cr | 0.06% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹5.27 Cr | 0.06% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹5.24 Cr | 0.06% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹5.18 Cr | 0.05% |
| 06.69 Tn SDL 2030 | Bond - Gov't/Treasury | ₹5.1 Cr | 0.05% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹5.09 Cr | 0.05% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹5.08 Cr | 0.05% |
| 07.98 KA Sdl 2025 | Bond - Gov't/Treasury | ₹5.04 Cr | 0.05% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹5.02 Cr | 0.05% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹4.9 Cr | 0.05% |
| Export Import Bank Of India | Bond - Corporate Bond | ₹4.72 Cr | 0.05% |
| 6.67% Govt Stock 2035 | Bond - Gov't/Treasury | ₹4.66 Cr | 0.05% |
| 7.59% Govt Stock 2026 | Bond - Gov't/Treasury | ₹4.61 Cr | 0.05% |
| 6.64% Govt Stock 2035 | Bond - Gov't/Treasury | ₹4.22 Cr | 0.04% |
| Cholamandalam Investment And Finance Company Limited | Bond - Corporate Bond | ₹3.99 Cr | 0.04% |
| Ntpc Limited | Bond - Corporate Bond | ₹3.98 Cr | 0.04% |
| 7.37% Govt Stock 2028 | Bond - Gov't/Treasury | ₹3.77 Cr | 0.04% |
| 7.17% Govt Stock 2030 | Bond - Gov't/Treasury | ₹3.57 Cr | 0.04% |
| 7.34% Govt Stock 2064 | Bond - Gov't/Treasury | ₹3.17 Cr | 0.03% |
| 7.06% Govt Stock 2028 | Bond - Gov't/Treasury | ₹3.1 Cr | 0.03% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹2.85 Cr | 0.03% |
| 7.3% Govt Stock 2053 | Bond - Gov't/Treasury | ₹2.67 Cr | 0.03% |
| 07.17 Wb SDL 2032 | Bond - Gov't/Treasury | ₹2.53 Cr | 0.03% |
| 8.15% Govt Stock 2026 | Bond - Gov't/Treasury | ₹2.17 Cr | 0.02% |
| 7.26% Govt Stock 2029 | Bond - Gov't/Treasury | ₹2.09 Cr | 0.02% |
| 07.53 HR Sdl 2027 | Bond - Gov't/Treasury | ₹2.06 Cr | 0.02% |
| 07.52 Up SDL 2027 | Bond - Gov't/Treasury | ₹2.06 Cr | 0.02% |
| 6.1% Govt Stock 2031 | Bond - Gov't/Treasury | ₹2.01 Cr | 0.02% |
| 7.81% Govt Stock 2033 | Bond - Gov't/Treasury | ₹1.68 Cr | 0.02% |
| 7.26% Govt Stock 2033 | Bond - Gov't/Treasury | ₹1.59 Cr | 0.02% |
| 7.38% Govt Stock 2027 | Bond - Gov't/Treasury | ₹1.39 Cr | 0.01% |
| 6.92% Govt Stock 2039 | Bond - Gov't/Treasury | ₹1.33 Cr | 0.01% |
| 6.79% Govt Stock 2034 | Bond - Gov't/Treasury | ₹1.31 Cr | 0.01% |
| Food Corporation Of India | Bond - Corporate Bond | ₹1.04 Cr | 0.01% |
| Hdb Financial Services Limited | Bond - Corporate Bond | ₹1.02 Cr | 0.01% |
| 6.79% Govt Stock 2027 | Bond - Gov't/Treasury | ₹0.92 Cr | 0.01% |
| India Infradebt Limited | Bond - Corporate Bond | ₹0.9 Cr | 0.01% |
| 6.79% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.71 Cr | 0.01% |
| 8.2% Govt Stock 2025 | Bond - Gov't/Treasury | ₹0.6 Cr | 0.01% |
| 07.23 Tn SDL 2027 | Bond - Gov't/Treasury | ₹0.51 Cr | 0.01% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹0.51 Cr | 0.01% |
| Hdb Financial Services Limited | Bond - Corporate Bond | ₹0.5 Cr | 0.01% |
| 8.6% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.38 Cr | 0.00% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹0.33 Cr | 0.00% |
| Interest Rate Swaps Pay Fix Receive Floating -Axis Bank (04/12/2025) (Fv 50 | Interest Rate Swap | ₹-0.27 Cr | 0.00% |
| 7.59% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.22 Cr | 0.00% |
| 08.12 MH Sdl 2025 | Bond - Gov't/Treasury | ₹0.14 Cr | 0.00% |
| 8.97% Govt Stock 2030 | Bond - Gov't/Treasury | ₹0.1 Cr | 0.00% |
| 5.79% Govt Stock 2030 | Bond - Gov't/Treasury | ₹0.07 Cr | 0.00% |
| Interest Rate Swaps Pay Floating Receive Fix -Idfc Bank (23/06/2025) (Fv 50 | Interest Rate Swap | ₹0.01 Cr | 0.00% |
| 7.88% Govt Stock 2030 | Bond - Gov't/Treasury | ₹0 Cr | 0.00% |
Allocation By Credit Quality (Debt)
AAA
AA
Other Allocation
Equity Sector
Debt & Others
| Instruments | Amount | Holdings |
|---|---|---|
| Bond - Corporate Bond | ₹6,655.65 Cr | 70.11% |
| Bond - Gov't/Treasury | ₹1,606.99 Cr | 16.93% |
| Cash - Collateral | ₹450.36 Cr | 4.74% |
| Bond - Asset Backed | ₹399.69 Cr | 4.21% |
| Cash - CD/Time Deposit | ₹242.97 Cr | 2.56% |
| Cash - Repurchase Agreement | ₹71.97 Cr | 0.76% |
| Bond - Sub-sovereign Government Debt | ₹41.79 Cr | 0.44% |
| Mutual Fund - Open End | ₹24.53 Cr | 0.26% |
| Interest Rate Swap | ₹-0.26 Cr | 0.00% |
Risk & Performance Ratios
Standard Deviation
This fund
0.98%
Cat. avg.
1.43%
Lower the better
Sharpe Ratio
This fund
0.92
Cat. avg.
0.82
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.29
Higher the better
Fund Managers
Devang Shah
Since November 2012
AP
Aditya Pagaria
Since July 2023
Additional Scheme Detailsas of 31st May 2025
ISIN | INF846K01644 | Expense Ratio | 0.88% | Exit Load | No Charges | Fund Size | ₹9,494 Cr | Age | 15 years 4 months | Lumpsum Minimum | ₹5,000 | Fund Status | Open Ended Investment Company | Benchmark | Nifty Short Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
- For investments made on or after 1 April 2023: The entire capital gain is added to the investor's income and is taxed based on the applicable income tax slab.
- For investments made before 1 April 2023:
- If sold within 2 years of investment: The capital gains are added to the investor's income and taxed according to the applicable tax slab.
- If sold after 2 years of investment: The capital gains are taxed at a flat rate of 12.5%.
- Holding the units: No tax is applicable as long as you hold the units.
Dividend Taxation:
Dividends are considered part of the investor’s income and are taxed according to their applicable tax slab. Additionally, if an investor’s dividend income exceeds INR 5,000 in a financial year, a 10% Tax Deducted at Source (TDS) is withheld by the fund house before distributing the dividend.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Short Duration Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Union Short Duration Fund Direct Growth Low Risk | 0.3% | 0.0% | ₹721.97 Cr | - |
| Union Short Duration Fund Regular Growth Low Risk | 0.7% | 0.0% | ₹721.97 Cr | - |
| HSBC Short Duration Fund Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹3928.37 Cr | 9.9% |
| Groww Short Duration Fund Direct Growth Moderate Risk | 0.4% | 0.0% | ₹71.52 Cr | 9.9% |
| Groww Short Duration Fund Regular Growth Moderate Risk | 1.1% | 0.0% | ₹71.52 Cr | 8.7% |
| Invesco India Short Term Fund Direct Growth Moderate Risk | 0.3% | 0.0% | ₹1051.40 Cr | 9.8% |
| ICICI Prudential Short Term Fund Direct Growth Moderate Risk | 0.5% | 0.0% | ₹21283.50 Cr | 9.7% |
| Sundaram Short Duration Fund Direct Growth Moderate Risk | 0.3% | 0.0% | ₹214.18 Cr | 9.9% |
| Bandhan Bond Fund - Short Term Plan Direct Growth Low to Moderate Risk | 0.3% | 0.0% | ₹10116.37 Cr | 10.0% |
| Nippon India Short Term Fund Direct Growth Low to Moderate Risk | 0.4% | 0.0% | ₹7057.73 Cr | 10.3% |
About the AMC
Total AUM
₹3,22,563 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Risk Level
Your principal amount will be at Low to Moderate Risk
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What is the current NAV of Axis Short Term Fund Regular Growth?
The NAV of Axis Short Term Fund Regular Growth, as of 18-Jun-2025, is ₹31.00.
What are the returns of Axis Short Term Fund Regular Growth?
The fund has generated 9.56% over the last 1 year and 7.74% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Short Term Fund Regular Growth?
The fund's allocation of assets is distributed as 0.00% in equities, 91.17% in bonds, and 8.57% in cash and cash equivalents.
Who manages the Axis Short Term Fund Regular Growth?
The fund managers responsible for Axis Short Term Fund Regular Growth are:-
- Devang Shah
- Aditya Pagaria
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.