Short Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
0%
Asset Size
26.68 Cr.
(As of 31 Jan, 2021)
Benchmark
CRISIL Short Term Bond Fund TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
The Scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising debt and money market instruments such that the Macaulay duration of the portfolio is between 1 year – 3 years. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund manager
Karan Singh
Exit load
N / A
Minimum sip
₹500
Minimum investment
₹500
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.
07.89 GJ SDL 2025
20.42%
5.22% GOI 2025
18.74%
Rural Electrification Corporation Limited
7.84%
Power Finance Corporation Limited
7.76%
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 2 stars by Morning Star Ratings.