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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: 24
  • 💰 Total AUM: 1,18,891 Cr

Best performing Short Duration Mutual Funds

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

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund
  • AUM
    ₹ 125.80 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    10.73%
Performance
The fund's annualised performance has been 6.96% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 2.06% vs its category average of 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 33.61% along with the largest allocation towards Public Banks at 27.9%.
Sundaram Short Duration Fund
  • AUM
    ₹ 201.91 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    8.11%
Performance
The fund's annualised performance has been 7.16% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.84% vs its category average of 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 59.36% along with the largest allocation towards G-Sec at 30.68%.
UTI Short Duration Fund
  • AUM
    ₹ 2,791.39 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    8.04%
Performance
The fund's annualised performance has been 7.52% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.72% vs its category average of 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 77.32% along with the largest allocation towards Public Banks at 28.86%.
Aditya Birla SL Short Term Fund
  • AUM
    ₹ 8,342.87 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.86%
Performance
The fund's annualised performance has been 8.69% 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 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 82.44% along with the largest allocation towards Public Banks at 28.4%.
ICICI Pru Short Term Fund
  • AUM
    ₹ 20,968.84 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    7.66%
Performance
The fund's annualised performance has been 8.6% 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 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 64.17% along with the largest allocation towards G-Sec at 27.74%.
Nippon India Short Term Fund
  • AUM
    ₹ 6,691.70 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    7.27%
Performance
The fund's annualised performance has been 8.22% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.73% vs its category average of 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 60.04% along with the largest allocation towards G-Sec at 30.2%.
HDFC Short Term Debt Fund
  • AUM
    ₹ 15,030.08 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    7.25%
Performance
The fund's annualised performance has been 8.13% 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 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 73.1% along with the largest allocation towards Public Banks at 20.78%.
Axis Short Duration Fund
  • AUM
    ₹ 9,640.47 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    7.15%
Performance
The fund's annualised performance has been 8.26% 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 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 59.16% along with the largest allocation towards G-Sec at 24.22%.
Kotak Bond Short Term Fund
  • AUM
    ₹ 17,821.39 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.94%
Performance
The fund's annualised performance has been 8.13% 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 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 62.19% along with the largest allocation towards G-Sec at 31.14%.
Baroda BNP Paribas Short Duration Fund
  • AUM
    ₹ 228.30 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.9%
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 0.78% vs its category average of 0.97%.
Composition
Corporate Debt makes up for the majority of the fund at 66.3% along with the largest allocation towards Consumer Finance at 17.74%.
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.