Good morning :)
Home
Portfolio
Search
digi goldGold
More

Short Duration Mutual Funds

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: 24
  • 💰 Total AUM: 99,832 Cr

Best performing Short Duration Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

To view more Short Duration Mutual Funds

Visit ScreenerScreener

Overview of Short Duration Mutual Funds

ICICI Pru Short Term Fund
  • AUM
    ₹ 18,806.99 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    8.02%
Performance
The fund's annualised performance has been 8.53% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.7% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 45.82% along with the largest allocation towards G-Sec at 43.92%.
Aditya Birla SL Short Term Fund
  • AUM
    ₹ 6,020.58 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    7.61%
Performance
The fund's annualised performance has been 8.61% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.78% vs its category average of 0.77%.
Composition
Government Securities makes up for the majority of the fund at 40.22% along with the largest allocation towards G-Sec at 40.22%.
Nippon India Short Term Fund
  • AUM
    ₹ 6,123.36 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.44%
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 0.71% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 53.7% along with the largest allocation towards G-Sec at 37.12%.
Axis Short Term Fund
  • AUM
    ₹ 7,702.11 Cr.
  • Expense Ratio
    0.35%
  • 5Y CAGR
    7.44%
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 0.76% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 49.08% along with the largest allocation towards G-Sec at 31.49%.
HDFC Short Term Debt Fund
  • AUM
    ₹ 12,301.64 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.41%
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 0.67% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 55.35% along with the largest allocation towards G-Sec at 38.6%.
Kotak Bond Short Term Fund
  • AUM
    ₹ 13,624.28 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    7.3%
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 0.81% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 63.92% along with the largest allocation towards G-Sec at 31.03%.
Tata ST Bond Fund
  • AUM
    ₹ 2,247.17 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    7.11%
Performance
The fund's annualised performance has been 7.45% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.83% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 54.39% along with the largest allocation towards G-Sec at 34.74%.
SBI Short Term Debt Fund
  • AUM
    ₹ 13,478.19 Cr.
  • Expense Ratio
    0.35%
  • 5Y CAGR
    6.97%
Performance
The fund's annualised performance has been 7.75% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.69% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 64.23% along with the largest allocation towards G-Sec at 26.21%.
Bandhan Bond Fund - Short Term Plan
  • AUM
    ₹ 8,651.00 Cr.
  • Expense Ratio
    0.3%
  • 5Y CAGR
    6.95%
Performance
The fund's annualised performance has been 7.77% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.02% vs its category average of 0.77%.
Composition
Government Securities makes up for the majority of the fund at 68.96% along with the largest allocation towards G-Sec at 68.96%.
Mirae Asset Short Term Fund
  • AUM
    ₹ 349.04 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    6.9%
Performance
The fund's annualised performance has been 6.79% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.7% vs its category average of 0.77%.
Composition
Corporate Debt makes up for the majority of the fund at 50.9% along with the largest allocation towards G-Sec at 32.17%.
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.