How to check the XIRR of Axis Short Duration Fund - Regular Plan - Bonus Option?

You can track the exact XIRR and portfolio overlapping of Axis Short Duration Fund - Regular Plan - Bonus Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Short Duration Fund - Regular Plan - Bonus Option?

Use the MutualSaathi Portfolio Analyzer to compare Axis Short Duration Fund - Regular Plan - Bonus Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Short Duration Fund - Regular Plan - Bonus Option

Axis Mutual Fund

Expense Ratio: 0.91

Risk: Moderate

Debt Scheme - Short Duration Fund

Plan: Regular

Benchmark: NIFTY Short Duration Debt Index A-II

Inception: 19-01-2010

Exit Load: Nil

Fund Size:₹12,745.30 Cr

Performance

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund0.00%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Net Receivables / (Payables)	CASH	Others	Others		336.34	4.11%
2	7.7% Nuclear Power Corporation Of India Limited (21/03/2038)	DEBT	Bond/NCD	ICRA AAA	6.99%	303.21	3.71%
3	7.22% Small Industries Dev Bank of India (10/04/2029)	DEBT	Bond/NCD	CRISIL AAA	7.21%	274.95	3.36%
4	6.61% Power Finance Corporation Limited (15/07/2028)	DEBT	Bond/NCD	CRISIL AAA	7.13%	247.60	3.03%
5	6.48% Government of India (06/10/2035)	DEBT	G-Sec	Sovereign	6.87%	236.82	2.89%
6	Siddhivinayak Securitisation Trust (28/09/2030)	DEBT	Securitised Debt	CRISIL AAA(SO)	7.55%	210.24	2.57%
7	7.48% National Bank For Agriculture and Rural Development (15/09/2028)	DEBT	Bond/NCD	CRISIL AAA	7.21%	200.97	2.46%
8	Jubilant Beverages Limited (31/05/2028) (ZCB)	DEBT	Bond/NCD	CRISIL AA	8.44%	174.48	2.13%
9	7.44% National Bank For Agriculture and Rural Development (17/07/2029)	DEBT	Bond/NCD	CRISIL AAA	7.21%	150.91	1.84%
10	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	5.32%	145.30	1.78%

Similar Funds

Axis Liquid Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 0.24

NAV / Fund Size

₹3,148.54₹41,293.63 Cr

Incep: 08-10-2009

Liquid FundLow to Moderate RiskDebt

6.46%

6.62%

6.88%

6.36%

6.96%

Fund Details

Axis Liquid Fund - Regular Plan - Growth Option

NAV / Fund Size₹3,148.54₹41,293.63 Cr

Liquid FundLow to Moderate RiskDebt

6.46%

6.62%

6.88%

6.36%

6.96%

quant Small Cap Fund - Growth - Regular Plan

quant Mutual Fund

Expense Ratio: 1.59

NAV / Fund Size

₹285.29₹29,711.98 Cr

Incep: 23-09-1996

Small Cap FundVery High RiskEquity

10.15%

1.15%

15.54%

15.86%

14.30%

Fund Details

quant Small Cap Fund - Growth - Regular Plan

NAV / Fund Size₹285.29₹29,711.98 Cr

Small Cap FundVery High RiskEquity

10.15%

1.15%

15.54%

15.86%

14.30%

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 0.67

NAV / Fund Size

₹3,339.27₹7,124.88 Cr

Incep: 08-10-2009

Low Duration FundLow to Moderate RiskDebt

5.75%

6.74%

7.04%

6.34%

7.34%

Fund Details

Axis Treasury Advantage Fund - Regular Plan - Growth Option

NAV / Fund Size₹3,339.27₹7,124.88 Cr

Low Duration FundLow to Moderate RiskDebt

5.75%

6.74%

7.04%

6.34%

7.34%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	04 May, 20	1 L.	100000	-0.0%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.