Aeterna Wealth
Ultra Short Term · Regular plan · Growth

Axis Ultra Short Term Fund (Regular)

Axis Mutual Fund · benchmark: the median Ultra Short Term fund · 8.2 years old · AMFI code 144759

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 16 of 23 in Ultra Short Term

B (middle of the peer group), score 36.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%3.0%-0.1%17 / 25
1 year5.7%5.8%-0.1%20 / 25
3 years (a year)6.5%6.6%-0.1%17 / 23
5 years (a year)5.9%6.0%-0.1%19 / 22

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y0.5%
Max fall, 5Y-0.2%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Axis Ultra Short Term Fund (Regular plan)?

₹15.90 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Ultra Short Term Fund (Regular)?

1.24% a year; the Direct plan's is 0.36%.

What return has Axis Ultra Short Term Fund given over 3 years?

6.5% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.6% for the median Ultra Short Term fund.

How is Axis Ultra Short Term Fund rated?

B: 16 of 23 Regular plans in Ultra Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.