Short Duration Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
455.38 Cr.
(As of 15 Sep, 2023)
Benchmark
CRISIL Short Duration Fund TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
To generate returns by investing in a wide range of debt securities and money market instruments of various maturities and risk profile. However, there is no assurance that the objective of the Fund will be realised.
Fund manager
Suman Prasad
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
7.26% Govt Stock 2033
6.61%
Rural Electrification Corporation Limited
5.52%
7.38% Govt Stock 2027
5.51%
Power Grid Corporation Of India Limited
5.51%
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
This fund is rated 3 stars by Morning Star Ratings.