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: 1,15,351 Cr

Best performing Short Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Short Term Income Fund	277.81	0.45	5.07%	7.42%	10.50%
UTI Short Duration Fund	2,359.31	0.36	5.19%	7.41%	7.46%
ICICI Pru Short Term Fund	20,688.43	0.45	6.11%	7.89%	7.07%
Aditya Birla SL Short Term Fund	6,500.82	0.36	5.57%	7.63%	6.80%
Axis Short Duration Fund	11,859.67	0.38	5.87%	7.67%	6.68%
Nippon India Short Duration Fund	6,631.95	0.38	5.58%	7.64%	6.67%
HDFC Short Term Debt Fund	14,727.92	0.40	5.51%	7.55%	6.54%
Mahindra Manulife Short Duration Fund	89.25	0.40	5.66%	7.66%	6.54%
Kotak Bond Short Term Fund	15,582.03	0.39	5.19%	7.47%	6.44%
Sundaram Short Duration Fund	190.43	0.27	5.35%	7.43%	6.43%

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund

AUM
₹ 277.81 Cr.
Expense Ratio
0.45%
5Y CAGR
10.5%

Performance

The fund's annualised performance has been 6.83% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.04% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 50.41% along with the largest allocation towards Public Banks at 22.58%.

UTI Short Duration Fund

AUM
₹ 2,359.31 Cr.
Expense Ratio
0.36%
5Y CAGR
7.46%

Performance

The fund's annualised performance has been 7.36% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.04% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 71.37% along with the largest allocation towards Public Banks at 27.2%.

ICICI Pru Short Term Fund

AUM
₹ 20,688.43 Cr.
Expense Ratio
0.45%
5Y CAGR
7.07%

Performance

The fund's annualised performance has been 8.42% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.98% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 65.88% along with the largest allocation towards Public Banks at 23.27%.

Aditya Birla SL Short Term Fund

AUM
₹ 6,500.82 Cr.
Expense Ratio
0.36%
5Y CAGR
6.8%

Performance

The fund's annualised performance has been 8.47% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 1.08% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 87.56% along with the largest allocation towards Investment Banking & Brokerage at 17.02%.

Axis Short Duration Fund

AUM
₹ 11,859.67 Cr.
Expense Ratio
0.38%
5Y CAGR
6.68%

Performance

The fund's annualised performance has been 8.09% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.04% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 72.06% along with the largest allocation towards Public Banks at 17.16%.

Nippon India Short Duration Fund

AUM
₹ 6,631.95 Cr.
Expense Ratio
0.38%
5Y CAGR
6.67%

Performance

The fund's annualised performance has been 8.03% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 64.61% along with the largest allocation towards G-Sec at 21.03%.

HDFC Short Term Debt Fund

AUM
₹ 14,727.92 Cr.
Expense Ratio
0.4%
5Y CAGR
6.54%

Performance

The fund's annualised performance has been 7.95% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.97% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 81.21% along with the largest allocation towards Consumer Finance at 19.9%.

Mahindra Manulife Short Duration Fund

AUM
₹ 89.25 Cr.
Expense Ratio
0.4%
5Y CAGR
6.54%

Performance

The fund's annualised performance has been 6.57% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.9% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 72.34% along with the largest allocation towards Investment Banking & Brokerage at 22.76%.

Kotak Bond Short Term Fund

AUM
₹ 15,582.03 Cr.
Expense Ratio
0.39%
5Y CAGR
6.44%

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 1.04% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 79.68% along with the largest allocation towards Public Banks at 25.9%.

Sundaram Short Duration Fund

AUM
₹ 190.43 Cr.
Expense Ratio
0.27%
5Y CAGR
6.43%

Performance

The fund's annualised performance has been 7.03% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.97% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 58.32% along with the largest allocation towards Public Banks at 38.96%.

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.