Low Duration Mutual Funds

Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.

⏱ Horizon: Short
🔢 Total funds: 24
💰 Total AUM: 1,49,428 Cr

Best performing Low Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
UTI Low Duration Fund	2,667.29	0.29	7.33%	7.44%	7.28%
HSBC Low Duration Fund	1,269.89	0.39	8.78%	8.08%	6.67%
Aditya Birla SL Low Duration Fund	15,555.69	0.42	7.47%	7.68%	6.59%
Nippon India Low Duration Fund	10,405.76	0.38	7.52%	7.65%	6.58%
HDFC Low Duration Fund	24,646.91	0.46	7.50%	7.76%	6.50%
Kotak Low Duration Fund	15,809.49	0.42	7.50%	7.75%	6.49%
ICICI Pru Savings Fund	30,163.08	0.42	7.54%	7.83%	6.43%
Axis Treasury Advantage Fund	5,979.40	0.35	7.51%	7.65%	6.41%
Mahindra Manulife Low Duration Fund	599.35	0.32	7.41%	7.65%	6.37%
Baroda BNP Paribas Low Duration Fund	312.05	0.27	7.37%	7.56%	6.36%

To view more Low Duration Mutual Funds

Visit Screener

Overview of Low Duration Mutual Funds

UTI Low Duration Fund

AUM
₹ 2,667.29 Cr.
Expense Ratio
0.29%
5Y CAGR
7.28%

Performance

The fund's annualised performance has been 6.94% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.5% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 86.7% along with the largest allocation towards Investment Banking & Brokerage at 17.97%.

HSBC Low Duration Fund

AUM
₹ 1,269.89 Cr.
Expense Ratio
0.39%
5Y CAGR
6.67%

Performance

The fund's annualised performance has been 7.64% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.39% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 56.8% along with the largest allocation towards Public Banks at 25.53%.

Aditya Birla SL Low Duration Fund

AUM
₹ 15,555.69 Cr.
Expense Ratio
0.42%
5Y CAGR
6.59%

Performance

The fund's annualised performance has been 7.94% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.56% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 65.47% along with the largest allocation towards Public Banks at 26.94%.

Nippon India Low Duration Fund

AUM
₹ 10,405.76 Cr.
Expense Ratio
0.38%
5Y CAGR
6.58%

Performance

The fund's annualised performance has been 7.64% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.51% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 59.83% along with the largest allocation towards Public Banks at 22.6%.

HDFC Low Duration Fund

AUM
₹ 24,646.91 Cr.
Expense Ratio
0.46%
5Y CAGR
6.5%

Performance

The fund's annualised performance has been 7.68% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.53% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 78.65% along with the largest allocation towards Public Banks at 20%.

Kotak Low Duration Fund

AUM
₹ 15,809.49 Cr.
Expense Ratio
0.42%
5Y CAGR
6.49%

Performance

The fund's annualised performance has been 7.91% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.55% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 61.69% along with the largest allocation towards Public Banks at 16.95%.

ICICI Pru Savings Fund

AUM
₹ 30,163.08 Cr.
Expense Ratio
0.42%
5Y CAGR
6.43%

Performance

The fund's annualised performance has been 7.78% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.5% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 53.96% along with the largest allocation towards Public Banks at 25.76%.

Axis Treasury Advantage Fund

AUM
₹ 5,979.40 Cr.
Expense Ratio
0.35%
5Y CAGR
6.41%

Performance

The fund's annualised performance has been 7.68% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.49% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 55.5% along with the largest allocation towards Public Banks at 29.72%.

Mahindra Manulife Low Duration Fund

AUM
₹ 599.35 Cr.
Expense Ratio
0.32%
5Y CAGR
6.37%

Performance

The fund's annualised performance has been 6.89% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.49% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 75.32% along with the largest allocation towards Investment Banking & Brokerage at 18.41%.

Baroda BNP Paribas Low Duration Fund

AUM
₹ 312.05 Cr.
Expense Ratio
0.27%
5Y CAGR
6.36%

Performance

The fund's annualised performance has been 7.59% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.5% vs its category average of 0.55%.

Composition

Corporate Debt makes up for the majority of the fund at 54.38% along with the largest allocation towards Public Banks at 25.56%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.