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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: 1,35,423 Cr

Best performing Short Duration Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Short Term Income Fund223.460.459.97%10.24%10.73%
UTI Short Duration Fund3,295.530.388.51%7.92%7.68%
ICICI Pru Short Term Fund22,069.500.458.78%8.34%7.29%
Aditya Birla SL Short Term Fund10,349.340.368.76%8.04%7.22%
Nippon India Short Duration Fund8,739.280.388.97%8.04%7.01%
HDFC Short Term Debt Fund17,402.270.408.61%7.98%6.81%
Axis Short Duration Fund11,760.080.389.11%8.06%6.80%
Kotak Bond Short Term Fund18,174.250.388.48%7.86%6.62%
Baroda BNP Paribas Short Duration Fund289.840.448.79%8.03%6.57%
Mirae Asset Short Duration Fund937.600.258.69%7.81%6.47%

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund
  • AUM
    ₹ 223.46 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    10.73%
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 2.11% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 45.27% along with the largest allocation towards Public Banks at 31.11%.
UTI Short Duration Fund
  • AUM
    ₹ 3,295.53 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    7.68%
Performance
The fund's annualised performance has been 7.5% 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 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 75.45% along with the largest allocation towards Public Banks at 33.36%.
ICICI Pru Short Term Fund
  • AUM
    ₹ 22,069.50 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    7.29%
Performance
The fund's annualised performance has been 8.56% 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 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 72.45% along with the largest allocation towards G-Sec at 17.1%.
Aditya Birla SL Short Term Fund
  • AUM
    ₹ 10,349.34 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    7.22%
Performance
The fund's annualised performance has been 8.64% 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 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 81.83% along with the largest allocation towards Consumer Finance at 22.66%.
Nippon India Short Duration Fund
  • AUM
    ₹ 8,739.28 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    7.01%
Performance
The fund's annualised performance has been 8.18% 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 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 64.97% along with the largest allocation towards G-Sec at 24.59%.
HDFC Short Term Debt Fund
  • AUM
    ₹ 17,402.27 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    6.81%
Performance
The fund's annualised performance has been 8.1% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.9% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 72.16% along with the largest allocation towards Public Banks at 23.33%.
Axis Short Duration Fund
  • AUM
    ₹ 11,760.08 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.8%
Performance
The fund's annualised performance has been 8.23% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.95% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 70.55% along with the largest allocation towards Public Banks at 22.62%.
Kotak Bond Short Term Fund
  • AUM
    ₹ 18,174.25 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.62%
Performance
The fund's annualised performance has been 8.08% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.95% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 68.88% along with the largest allocation towards G-Sec at 23.54%.
Baroda BNP Paribas Short Duration Fund
  • AUM
    ₹ 289.84 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    6.57%
Performance
The fund's annualised performance has been 8.07% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.03% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 74.27% along with the largest allocation towards Public Banks at 20.07%.
Mirae Asset Short Duration Fund
  • AUM
    ₹ 937.60 Cr.
  • Expense Ratio
    0.25%
  • 5Y CAGR
    6.47%
Performance
The fund's annualised performance has been 7.24% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 0.99% vs its category average of 1.16%.
Composition
Corporate Debt makes up for the majority of the fund at 71.37% along with the largest allocation towards Consumer Finance at 20.36%.
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.

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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.