Short Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
0%
Asset Size
640.76 Cr.
(As of 31 Jul, 2022)
Benchmark
CRISIL Short Term Bond Fund TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
The investment objective of the Scheme is to generate steady returns with a moderate risk for investors by investing in a portfolio of short term debt and Money Market Instruments.
Fund manager
Vikas Garg
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹1000
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.
5.22% Govt Stock 2025
6.30%
7.35% Govt Stock 2024
4.74%
Reliance Industries Limited
3.92%
Housing Development Finance Corporation Ltd
3.91%
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 4 stars by Morning Star Ratings.