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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.27 | 7.30 | 10.99 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.48 | 10.05 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Ultra Short Term Fund(Q-IDCW) | 0.99% | 0.87% | 0.64% |
Aditya Birla SL Savings Fund(W-IDCW) | -0.02% | -0.11% | 0.02% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.04% | 0.05% | 0.12% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.04% | 0.01% | 0.15% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
8.71 %
Holdings
7.74 %
Holdings
5.84 %
Harshal Joshi
AUM: ₹49,986.90 Cr.
|
Exp: 5.5yrs
PGDBM
Mr. Harshal Joshi has an overall experience of 5.5 years. He has been associated with IDFC Mutual Fund since December 2008 with Fixed Income Investment team. Prior to this, he was associated with ICAP India Pvt. Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%