Short Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
0%
Asset Size
3413.67 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 investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.
Fund manager
Murthy Nagarajan
Exit load
2 %
(If redeemed within 360 days)Minimum sip
₹150
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.
6.18% Govt Stock 2024
13.88%
7.32% Govt Stock 2024
9.75%
ONGC Petro Additions Limited
4.75%
Housing Development Finance Corporation Limited
4.06%
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.