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: 1,14,049 Cr

Best performing Short Duration Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Short Term Income Fund	271.59	0.45	5.37%	7.48%	10.56%
UTI Short Duration Fund	2,696.92	0.47	5.49%	7.41%	7.49%
ICICI Pru Short Term Fund	21,449.58	0.45	6.41%	7.89%	7.09%
Aditya Birla SL Short Term Fund	6,500.82	0.36	5.80%	7.62%	6.81%
Axis Short Duration Fund	8,955.23	0.38	6.19%	7.69%	6.71%
Nippon India Short Duration Fund	6,631.95	0.38	5.85%	7.66%	6.70%
HDFC Short Term Debt Fund	15,462.92	0.40	5.82%	7.56%	6.57%
Mahindra Manulife Short Duration Fund	85.96	0.31	5.92%	7.67%	6.56%
Kotak Bond Short Term Fund	16,486.95	0.39	5.47%	7.47%	6.48%
Sundaram Short Duration Fund	187.90	0.27	5.62%	7.44%	6.45%

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Overview of Short Duration Mutual Funds

Bank of India Short Term Income Fund

AUM
₹ 271.59 Cr.
Expense Ratio
0.45%
5Y CAGR
10.56%

Performance

The fund's annualised performance has been 6.84% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 54.43% along with the largest allocation towards Public Banks at 23.11%.

UTI Short Duration Fund

AUM
₹ 2,696.92 Cr.
Expense Ratio
0.47%
5Y CAGR
7.49%

Performance

The fund's annualised performance has been 7.37% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 69.86% along with the largest allocation towards Public Banks at 25.62%.

ICICI Pru Short Term Fund

AUM
₹ 21,449.58 Cr.
Expense Ratio
0.45%
5Y CAGR
7.09%

Performance

The fund's annualised performance has been 8.43% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 63.35% along with the largest allocation towards Public Banks at 23.27%.

Aditya Birla SL Short Term Fund

AUM
₹ 6,500.82 Cr.
Expense Ratio
0.36%
5Y CAGR
6.81%

Performance

The fund's annualised performance has been 8.48% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 74.53% along with the largest allocation towards Investment Banking & Brokerage at 17.81%.

Axis Short Duration Fund

AUM
₹ 8,955.23 Cr.
Expense Ratio
0.38%
5Y CAGR
6.71%

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 1.04% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 62.35% along with the largest allocation towards Public Banks at 26.94%.

Nippon India Short Duration Fund

AUM
₹ 6,631.95 Cr.
Expense Ratio
0.38%
5Y CAGR
6.7%

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 1.09% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 64.07% along with the largest allocation towards G-Sec at 21.67%.

HDFC Short Term Debt Fund

AUM
₹ 15,462.92 Cr.
Expense Ratio
0.4%
5Y CAGR
6.57%

Performance

The fund's annualised performance has been 7.96% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 78.05% along with the largest allocation towards Consumer Finance at 17.98%.

Mahindra Manulife Short Duration Fund

AUM
₹ 85.96 Cr.
Expense Ratio
0.31%
5Y CAGR
6.56%

Performance

The fund's annualised performance has been 6.6% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.9% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 79.6% along with the largest allocation towards Investment Banking & Brokerage at 23.34%.

Kotak Bond Short Term Fund

AUM
₹ 16,486.95 Cr.
Expense Ratio
0.39%
5Y CAGR
6.48%

Performance

The fund's annualised performance has been 7.93% 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 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 71.8% along with the largest allocation towards Public Banks at 24.75%.

Sundaram Short Duration Fund

AUM
₹ 187.90 Cr.
Expense Ratio
0.27%
5Y CAGR
6.45%

Performance

The fund's annualised performance has been 7.04% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 0.96% vs its category average of 1.06%.

Composition

Corporate Debt makes up for the majority of the fund at 59.08% along with the largest allocation towards Public Banks at 39.54%.

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.