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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: 1,34,845 Cr

Best performing Short Duration Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Short Term Income Fund285.940.457.27%7.86%10.70%
UTI Short Duration Fund3,188.060.377.53%7.89%7.63%
ICICI Pru Short Term Fund22,707.350.458.26%8.33%7.19%
Aditya Birla SL Short Term Fund9,747.730.378.02%8.16%7.01%
Nippon India Short Duration Fund8,683.990.378.12%8.17%6.97%
Axis Short Duration Fund12,707.930.388.31%8.17%6.80%
HDFC Short Term Debt Fund17,416.200.407.85%8.06%6.72%
Kotak Bond Short Term Fund17,557.580.397.76%8.00%6.61%
Baroda BNP Paribas Short Duration Fund276.780.447.80%8.05%6.60%
Sundaram Short Duration Fund197.740.317.67%7.91%6.60%

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund
  • AUM
    ₹ 285.94 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    10.7%
Performance
The fund's annualised performance has been 6.91% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.92% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 43.34% along with the largest allocation towards Public Banks at 25.43%.
UTI Short Duration Fund
  • AUM
    ₹ 3,188.06 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.63%
Performance
The fund's annualised performance has been 7.44% 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 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 70.45% along with the largest allocation towards Public Banks at 22.66%.
ICICI Pru Short Term Fund
  • AUM
    ₹ 22,707.35 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    7.19%
Performance
The fund's annualised performance has been 8.5% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.89% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 58.79% along with the largest allocation towards G-Sec at 24.25%.
Aditya Birla SL Short Term Fund
  • AUM
    ₹ 9,747.73 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.01%
Performance
The fund's annualised performance has been 8.57% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.01% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 81.21% along with the largest allocation towards Public Banks at 18.78%.
Nippon India Short Duration Fund
  • AUM
    ₹ 8,683.99 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    6.97%
Performance
The fund's annualised performance has been 8.12% 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 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 54.12% along with the largest allocation towards G-Sec at 28.56%.
Axis Short Duration Fund
  • AUM
    ₹ 12,707.93 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.8%
Performance
The fund's annualised performance has been 8.17% 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 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 67.65% along with the largest allocation towards Public Banks at 20.69%.
HDFC Short Term Debt Fund
  • AUM
    ₹ 17,416.20 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    6.72%
Performance
The fund's annualised performance has been 8.04% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.93% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 74.16% along with the largest allocation towards Consumer Finance at 18.39%.
Kotak Bond Short Term Fund
  • AUM
    ₹ 17,557.58 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    6.61%
Performance
The fund's annualised performance has been 8.01% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 73.33% along with the largest allocation towards Public Banks at 21.31%.
Baroda BNP Paribas Short Duration Fund
  • AUM
    ₹ 276.78 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    6.6%
Performance
The fund's annualised performance has been 7.99% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.07% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 75.82% along with the largest allocation towards Public Banks at 21.99%.
Sundaram Short Duration Fund
  • AUM
    ₹ 197.74 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    6.6%
Performance
The fund's annualised performance has been 7.1% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.96% vs its category average of 1.15%.
Composition
Corporate Debt makes up for the majority of the fund at 58.51% along with the largest allocation towards G-Sec at 28.15%.
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.