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Short Duration Mutual Funds

Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.

  • ⏱ Horizon: Short
  • 🔢 Total funds: 25
  • 💰 Total AUM: 1,10,257 Cr

Best performing Short Duration Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Short Term Income Fund266.690.545.54%7.75%10.81%
UTI Short Duration Fund2,405.200.405.57%7.54%7.65%
ICICI Pru Short Term Fund19,174.680.456.36%8.01%7.28%
Aditya Birla SL Short Term Fund6,824.550.365.98%7.82%6.98%
Axis Short Duration Fund8,183.490.396.06%7.90%6.89%
Nippon India Short Duration Fund7,039.560.385.86%7.86%6.84%
Mahindra Manulife Short Duration Fund83.870.336.18%7.94%6.76%
HDFC Short Term Debt Fund14,864.060.395.82%7.71%6.72%
Sundaram Short Duration Fund184.090.285.59%7.53%6.64%
Kotak Bond Short Term Fund15,287.240.395.48%7.61%6.61%

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund
  • AUM
    ₹ 266.69 Cr.
  • Expense Ratio
    0.54%
  • 5Y CAGR
    10.81%
Performance
The fund's annualised performance has been 6.87% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.11% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 42.47% along with the largest allocation towards Public Banks at 35.3%.
UTI Short Duration Fund
  • AUM
    ₹ 2,405.20 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    7.65%
Performance
The fund's annualised performance has been 7.4% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.1% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 70.7% along with the largest allocation towards Public Banks at 28.31%.
ICICI Pru Short Term Fund
  • AUM
    ₹ 19,174.68 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    7.28%
Performance
The fund's annualised performance has been 8.44% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.16% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 70.17% along with the largest allocation towards Public Banks at 19.08%.
Aditya Birla SL Short Term Fund
  • AUM
    ₹ 6,824.55 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    6.98%
Performance
The fund's annualised performance has been 8.49% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.19% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 84.1% along with the largest allocation towards Public Banks at 22.79%.
Axis Short Duration Fund
  • AUM
    ₹ 8,183.49 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    6.89%
Performance
The fund's annualised performance has been 8.11% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.15% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 67.35% along with the largest allocation towards Others at 15.85%.
Nippon India Short Duration Fund
  • AUM
    ₹ 7,039.56 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.84%
Performance
The fund's annualised performance has been 8.06% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.2% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 62.39% along with the largest allocation towards G-Sec at 26.1%.
Mahindra Manulife Short Duration Fund
  • AUM
    ₹ 83.87 Cr.
  • Expense Ratio
    0.33%
  • 5Y CAGR
    6.76%
Performance
The fund's annualised performance has been 6.73% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.09% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 76.46% along with the largest allocation towards Investment Banking & Brokerage at 21.09%.
HDFC Short Term Debt Fund
  • AUM
    ₹ 14,864.06 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    6.72%
Performance
The fund's annualised performance has been 7.98% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.09% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 78.8% along with the largest allocation towards Public Banks at 16.64%.
Sundaram Short Duration Fund
  • AUM
    ₹ 184.09 Cr.
  • Expense Ratio
    0.28%
  • 5Y CAGR
    6.64%
Performance
The fund's annualised performance has been 7.06% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 58.86% along with the largest allocation towards Public Banks at 39.05%.
Kotak Bond Short Term Fund
  • AUM
    ₹ 15,287.24 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    6.61%
Performance
The fund's annualised performance has been 7.94% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.12% vs its category average of 1.14%.
Composition
Corporate Debt makes up for the majority of the fund at 70.55% along with the largest allocation towards Public Banks at 23.57%.
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.

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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.