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: 23
💰 Total AUM: 1,38,317 Cr

Best performing Low Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
UTI Low Duration Fund	3,001.64	0.36	8.10%	7.45%	7.19%
HSBC Low Duration Fund	848.15	0.39	9.57%	8.13%	6.64%
HDFC Low Duration Fund	22,750.91	0.45	8.20%	7.79%	6.64%
Nippon India Low Duration Fund	8,860.30	0.38	8.31%	7.65%	6.59%
Aditya Birla SL Low Duration Fund	14,426.16	0.43	8.20%	7.72%	6.58%
Kotak Low Duration Fund	14,131.32	0.42	8.37%	7.80%	6.52%
ICICI Pru Savings Fund	26,747.56	0.42	8.15%	7.86%	6.52%
Axis Treasury Advantage Fund	5,444.28	0.35	8.26%	7.67%	6.34%
Baroda BNP Paribas Low Duration Fund	261.79	0.30	8.12%	7.59%	6.34%
Mahindra Manulife Low Duration Fund	650.70	0.30	8.25%	7.70%	6.30%

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Overview of Low Duration Mutual Funds

UTI Low Duration Fund

AUM
₹ 3,001.64 Cr.
Expense Ratio
0.36%
5Y CAGR
7.19%

Performance

The fund's annualised performance has been 6.98% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.5% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 67.39% along with the largest allocation towards Consumer Finance at 14.95%.

HSBC Low Duration Fund

AUM
₹ 848.15 Cr.
Expense Ratio
0.39%
5Y CAGR
6.64%

Performance

The fund's annualised performance has been 7.7% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.38% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 58.22% along with the largest allocation towards Public Banks at 25.12%.

HDFC Low Duration Fund

AUM
₹ 22,750.91 Cr.
Expense Ratio
0.45%
5Y CAGR
6.64%

Performance

The fund's annualised performance has been 7.74% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.51% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 79.56% along with the largest allocation towards Public Banks at 20.72%.

Nippon India Low Duration Fund

AUM
₹ 8,860.30 Cr.
Expense Ratio
0.38%
5Y CAGR
6.59%

Performance

The fund's annualised performance has been 7.7% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.49% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 56.42% along with the largest allocation towards Public Banks at 21.17%.

Aditya Birla SL Low Duration Fund

AUM
₹ 14,426.16 Cr.
Expense Ratio
0.43%
5Y CAGR
6.58%

Performance

The fund's annualised performance has been 8% 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 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 57.03% along with the largest allocation towards Public Banks at 24.03%.

Kotak Low Duration Fund

AUM
₹ 14,131.32 Cr.
Expense Ratio
0.42%
5Y CAGR
6.52%

Performance

The fund's annualised performance has been 7.98% 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 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 66.47% along with the largest allocation towards Public Banks at 19.17%.

ICICI Pru Savings Fund

AUM
₹ 26,747.56 Cr.
Expense Ratio
0.42%
5Y CAGR
6.52%

Performance

The fund's annualised performance has been 7.84% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.48% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 56.35% along with the largest allocation towards Public Banks at 22.14%.

Axis Treasury Advantage Fund

AUM
₹ 5,444.28 Cr.
Expense Ratio
0.35%
5Y CAGR
6.34%

Performance

The fund's annualised performance has been 7.74% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.48% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 53.79% along with the largest allocation towards Public Banks at 30.66%.

Baroda BNP Paribas Low Duration Fund

AUM
₹ 261.79 Cr.
Expense Ratio
0.3%
5Y CAGR
6.34%

Performance

The fund's annualised performance has been 7.65% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.48% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 47.59% along with the largest allocation towards Public Banks at 20.24%.

Mahindra Manulife Low Duration Fund

AUM
₹ 650.70 Cr.
Expense Ratio
0.3%
5Y CAGR
6.3%

Performance

The fund's annualised performance has been 6.95% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.47% vs its category average of 0.54%.

Composition

Corporate Debt makes up for the majority of the fund at 77.24% along with the largest allocation towards Investment Banking & Brokerage at 16.66%.

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.