Axis Short Duration Fund - Direct Plan - Monthly IDCW
Axis Mutual Fund Debt Short Duration Fund
Expense Ratio
0.38%
AUM
₹3.33 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-6.06%
Poor
6 Months
-1.16%
Poor
1 Year
-0.55%
Poor
3 Years
-0.13%
Poor
5 Years
-0.02%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3.33 Cr
Recent Trend
Growing
Stability Score
26.6
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+113.03%
3Y
3Y CAGR
+52.32%
5Y
5Y CAGR
+63.63%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.20%
Annualized standard deviation
Sharpe Ratio
-2.875
Very Poor - Risk-adjusted return
Max Drawdown
-2.80%
Low - Worst decline
Consistency
45.2%
Performance consistency
Volatility Breakdown
Daily Volatility
0.14%
Average daily price movement
Annualized Volatility
2.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance