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: 25
💰 Total AUM: 1,54,401 Cr

Best performing Low Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
UTI Low Duration Fund	2,989.59	0.30	7.23%	7.43%	7.37%
HSBC Low Duration Fund	1,008.68	0.39	8.66%	8.08%	6.73%
Aditya Birla SL Low Duration Fund	15,208.78	0.42	7.39%	7.66%	6.67%
Nippon India Low Duration Fund	10,508.31	0.38	7.40%	7.64%	6.65%
HDFC Low Duration Fund	24,846.14	0.46	7.45%	7.75%	6.64%
Kotak Low Duration Fund	16,392.94	0.42	7.56%	7.74%	6.63%
ICICI Pru Savings Fund	31,283.97	0.42	7.45%	7.76%	6.60%
Axis Treasury Advantage Fund	7,830.96	0.30	7.38%	7.62%	6.49%
Mahindra Manulife Low Duration Fund	573.15	0.33	7.27%	7.63%	6.45%
Baroda BNP Paribas Low Duration Fund	300.90	0.27	7.22%	7.54%	6.44%

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Overview of Low Duration Mutual Funds

UTI Low Duration Fund

AUM
₹ 2,989.59 Cr.
Expense Ratio
0.3%
5Y CAGR
7.37%

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 0.53% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 55.01% along with the largest allocation towards Others at 20.06%.

HSBC Low Duration Fund

AUM
₹ 1,008.68 Cr.
Expense Ratio
0.39%
5Y CAGR
6.73%

Performance

The fund's annualised performance has been 7.62% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.4% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 51.42% along with the largest allocation towards Public Banks at 26.49%.

Aditya Birla SL Low Duration Fund

AUM
₹ 15,208.78 Cr.
Expense Ratio
0.42%
5Y CAGR
6.67%

Performance

The fund's annualised performance has been 7.92% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.59% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 53.9% along with the largest allocation towards Public Banks at 25.8%.

Nippon India Low Duration Fund

AUM
₹ 10,508.31 Cr.
Expense Ratio
0.38%
5Y CAGR
6.65%

Performance

The fund's annualised performance has been 7.63% 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 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 49.91% along with the largest allocation towards Public Banks at 19.8%.

HDFC Low Duration Fund

AUM
₹ 24,846.14 Cr.
Expense Ratio
0.46%
5Y CAGR
6.64%

Performance

The fund's annualised performance has been 7.67% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.57% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 72.07% along with the largest allocation towards Public Banks at 24.71%.

Kotak Low Duration Fund

AUM
₹ 16,392.94 Cr.
Expense Ratio
0.42%
5Y CAGR
6.63%

Performance

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

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.57% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 53.82% along with the largest allocation towards Public Banks at 26.02%.

ICICI Pru Savings Fund

AUM
₹ 31,283.97 Cr.
Expense Ratio
0.42%
5Y CAGR
6.6%

Performance

The fund's annualised performance has been 7.77% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.52% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 42% along with the largest allocation towards Public Banks at 33.7%.

Axis Treasury Advantage Fund

AUM
₹ 7,830.96 Cr.
Expense Ratio
0.3%
5Y CAGR
6.49%

Performance

The fund's annualised performance has been 7.66% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.52% vs its category average of 0.57%.

Composition

Certificate of Deposit makes up for the majority of the fund at 45.19% along with the largest allocation towards Public Banks at 41.89%.

Mahindra Manulife Low Duration Fund

AUM
₹ 573.15 Cr.
Expense Ratio
0.33%
5Y CAGR
6.45%

Performance

The fund's annualised performance has been 6.88% 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 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 77.23% along with the largest allocation towards Investment Banking & Brokerage at 18.69%.

Baroda BNP Paribas Low Duration Fund

AUM
₹ 300.90 Cr.
Expense Ratio
0.27%
5Y CAGR
6.44%

Performance

The fund's annualised performance has been 7.58% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.52% vs its category average of 0.57%.

Composition

Corporate Debt makes up for the majority of the fund at 48.61% along with the largest allocation towards Public Banks at 24.96%.

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.