Mutual Funds

Axis Ultra Short Duration Fund - Direct Plan - Weekly IDCW

Axis Mutual FundUltra Short DurationLow Risk
₹10.06+0.01 (+0.05%)

NAV as on 2026-07-17 · Debt · Ultra Short Duration

AUM

₹4,949 Cr

1Y Return

+6.6%

3Y CAGR

+7.2%

5Y CAGR

+6.5%

Expense

0.39%

Risk

Low

Axis Ultra Short Duration Fund
₹10.06+0.05%

1Y Return

+6.6%

3Y CAGR

+7.2%

5Y CAGR

+6.5%

Since Inception

+0.1%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.04
₹10.08

41% from 52W low

Fund Information

Ultra Short DurationDebtSince 12-09-2018

Fund House

Axis Mutual Fund

Category

Debt - Ultra Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash64.3%
Other0.4%

Market Cap Split

Top Holdings

71 stocks
Weight1M Change
1

Bank Of Baroda

11.24%-4.2%
2

Clearing Corporation Of India Ltd

6.52%0.0%
3

Small Industries Dev Bank Of India

5.34%0.0%
4

Punjab National Bank

4.89%+42.9%
5

National Bank For Agriculture And Rural Development

4.58%0.0%
6

HDFC Bank Limited

4.41%+100.0%
7

Mindspace Business Parks Reit

4.06%0.0%
8

Adani Ports And Special Economic Zone Ltd.

4.01%0.0%
9

Canara Bank

3.90%+33.3%
10

Net Receivables

3.36%0.0%

Risk Metrics (3Y)

Sharpe Ratio

1.16

Cat avg: 0.64

Sortino Ratio

1.69

Cat avg: 2.10

Beta

1.03

Cat avg: 0.99

Std Deviation

0.64%

Cat avg: 0.57%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Ultra Short Dur Fd Dir Wk IDCW-P4,9490.39+6.6%+7.2%+6.5%
Nippon India U/STDur SgtdPtf1DirDlIDCW-R--+195.1%--
Aditya BSL Savings Dir Dl IDCW-R17,8160.26+6.4%+7.3%+6.5%
HDFC Ultra S/T Fund Dir Dl IDCW-R15,9500.39+6.3%+6.7%+6.0%
ICICI Pru Ultra Short Term Dir Bns14,3520.34+8.4%+8.1%+9.0%
Kotak Savings Fund Dir Dl IDCW-R14,1810.37+4.0%+5.3%+5.3%
SBI Ultra Short Dur Dir Dl IDCW-R11,4080.35+6.3%+7.2%+6.4%
Nippon India U/ST Duration Dir Dl IDCW-R10,2000.33+6.8%+7.6%+6.8%
Tata Ultra Short Term Dir Mn IDCW-P5,2670.25+6.8%+7.3%+6.7%
Axis Ultra Short Dur Fd Dir Dl IDCW-R4,9490.39+6.6%+6.7%+6.2%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹4,949 Cr
Expense Ratio0.39%
Volatility (3Y)0.6%
Sharpe Ratio1.16
Sortino Ratio1.69
Beta1.03
Min SIP₹500
Min Lumpsum₹5,000
Holdings85

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.