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8 શ્રેષ્ઠ ટૂંકા ગાળાના મ્યુચ્યુઅલ ફંડ્સ SIP રોકાણો 2022 | Fincash.com

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ્સ »ટોચની શોર્ટ ટર્મ મ્યુચ્યુઅલ ફંડ SIP યોજનાઓ

SIP 2022 માં રોકાણ કરવા માટે 8 શ્રેષ્ઠ શોર્ટ ટર્મ મ્યુચ્યુઅલ ફંડ્સ

Updated on November 11, 2024 , 42663 views

ટુંકી મુદત નુંમ્યુચ્યુઅલ ફંડ એક પ્રકાર છેડેટ ફંડ જે રોકાણકારોને ટૂંકા ગાળા માટે એટલે કે 1-3 વર્ષ સુધી રોકાણ કરવાની મંજૂરી આપે છે. આ ફંડ્સ ડેટ સિક્યોરિટીઝમાં રોકાણ કરે છે અને વધુ સારું વળતર મેળવવા માટે ફિક્સ્ડ ડિપોઝિટનો વિકલ્પ શોધી રહેલા રોકાણકારો માટે આદર્શ છે. આ ફંડ્સ સામાન્ય રીતે ડેટ ઇન્સ્ટ્રુમેન્ટમાં રોકાણ કરે છે જેમ કે એડિપોઝિટનું પ્રમાણપત્ર, સરકારી પેપર અને કોર્પોરેટ પેપર.ટૂંકા ગાળાના દેવું ભંડોળ વધુ લવચીકતાને મંજૂરી આપો. રોકાણકારો જ્યારે જરૂર પડે ત્યારે ફંડમાંથી બહાર નીકળી શકે છે. પણ, અન્ય વિપરીતમ્યુચ્યુઅલ ફંડના પ્રકાર, આ ફંડમાં કોઈ ઉપાડ ચાર્જ નથી.શ્રેષ્ઠ ટૂંકા ગાળાના મ્યુચ્યુઅલ ફંડ્સ રોકાણકારોને ઓછા સાથે સારું વળતર મેળવવાની મંજૂરી આપોબજાર જોખમ. તેથી, જે રોકાણકારો ટૂંકા અથવા મધ્યમ ગાળા માટે રોકાણ કરવા માગે છે તેઓ આ યોજનામાં રોકાણ કરી શકે છે અને મૂલ્યવાન વળતર અને વૃદ્ધિ મેળવી શકે છે.

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Short Term MF

નાણાકીય વર્ષ 22 - 23 SIP રોકાણો માટે ટોચના 8 શ્રેષ્ઠ પરફોર્મિંગ શોર્ટ ટર્મ ડેટ ફંડ્સ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹258 300 0.61.34.66.5 5.16%1Y 11M 26D2Y 3M
ICICI Prudential Short Term Fund Growth ₹57.0803
↑ 0.01
₹19,949 1,000 1.94.286.47.47.81%2Y 7D3Y 9M 4D
HDFC Short Term Debt Fund Growth ₹30.3623
↑ 0.00
₹14,622 300 24.48.56.17.17.65%2Y 10M 2D4Y 2M 16D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹45.112
↓ 0.00
₹9,048 1,000 1.94.28.16.16.97.67%2Y 9M 7D3Y 9M 4D
Principal Short Term Debt Fund Growth ₹42.0736
↑ 0.00
₹182 2,000 2.14.38.166.97.32%2Y 9M 29D3Y 7M 28D
UTI Short Term Income Fund Growth ₹30.1263
↓ 0.00
₹2,830 500 24.18.166.97.56%2Y 9M3Y 5M 23D
Axis Short Term Fund Growth ₹29.2391
↓ 0.00
₹9,342 1,000 1.94.28.15.96.87.52%2Y 9M 4D3Y 10M 2D
Nippon India Short Term Fund Growth ₹49.9723
↓ -0.01
₹7,122 100 24.28.15.86.87.59%2Y 10M 2D3Y 8M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 22
*ઉપર શ્રેષ્ઠની યાદી છેટૂંકા ગાળાનું દેવું ઉપર AUM/નેટ અસ્કયામતો ધરાવતાં ભંડોળ100 કરોડ. પર છટણીછેલ્લું 3 વર્ષનું વળતર.

1. BNP Paribas Short Term Fund

(Erstwhile BNP Paribas Short Term Income Fund)

The primary objective of the Scheme is to provide income consistent with the prudent risk from a portfolio comprising various debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme / Plan(s) do not guarantee / indicate any returns.

BNP Paribas Short Term Fund is a Debt - Short term Bond fund was launched on 13 Sep 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 5.5% since its launch.  Ranked 41 in Short term Bond category. .

Below is the key information for BNP Paribas Short Term Fund

BNP Paribas Short Term Fund
Growth
Launch Date 13 Sep 04
NAV (11 Mar 22) ₹25.4771 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹258 on 15 Feb 22
Category Debt - Short term Bond
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately Low
Expense Ratio 0.98
Sharpe Ratio 0.07
Information Ratio -0.85
Alpha Ratio -1.04
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 5.16%
Effective Maturity 2 Years 3 Months
Modified Duration 1 Year 11 Months 26 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,011
31 Oct 21₹11,438

BNP Paribas Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for BNP Paribas Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.2%
3 Month 0.6%
6 Month 1.3%
1 Year 4.6%
3 Year 6.5%
5 Year 6.6%
10 Year
15 Year
Since launch 5.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for BNP Paribas Short Term Fund
NameSinceTenure

Data below for BNP Paribas Short Term Fund as on 15 Feb 22

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. ICICI Prudential Short Term Fund

To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximising income while maintaining the optimum balance of yield, safety and liquidity.

ICICI Prudential Short Term Fund is a Debt - Short term Bond fund was launched on 25 Oct 01. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 11 in Short term Bond category.  Return for 2023 was 7.4% , 2022 was 4.7% and 2021 was 3.9% .

Below is the key information for ICICI Prudential Short Term Fund

ICICI Prudential Short Term Fund
Growth
Launch Date 25 Oct 01
NAV (13 Nov 24) ₹57.0803 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹19,949 on 15 Oct 24
Category Debt - Short term Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.11
Sharpe Ratio 1.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-7 Days (0.25%),7 Days and above(NIL)
Yield to Maturity 7.81%
Effective Maturity 3 Years 9 Months 4 Days
Modified Duration 2 Years 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,054
31 Oct 21₹11,573
31 Oct 22₹12,033
31 Oct 23₹12,890
31 Oct 24₹13,931

ICICI Prudential Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for ICICI Prudential Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 4.2%
1 Year 8%
3 Year 6.4%
5 Year 6.9%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.4%
2022 4.7%
2021 3.9%
2020 10.6%
2019 9.7%
2018 5.8%
2017 5.9%
2016 11.1%
2015 8%
2014 11.6%
Fund Manager information for ICICI Prudential Short Term Fund
NameSinceTenure
Manish Banthia19 Nov 0914.96 Yr.
Nikhil Kabra29 Dec 203.84 Yr.

Data below for ICICI Prudential Short Term Fund as on 15 Oct 24

Asset Allocation
Asset ClassValue
Cash11.16%
Debt88.6%
Other0.24%
Debt Sector Allocation
SectorValue
Corporate57.97%
Government36.7%
Cash Equivalent5.09%
Credit Quality
RatingValue
AA17.47%
AAA82.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
10%₹2,022 Cr197,717,080
↑ 49,993,500
Govt Stock 22092033
Sovereign Bonds | -
8%₹1,553 Cr150,908,750
8% Govt Stock 2034
Sovereign Bonds | -
5%₹921 Cr91,074,740
07.06 Goi 2028
Sovereign Bonds | -
3%₹646 Cr63,854,250
Small Industries Development Bank Of India
Debentures | -
2%₹370 Cr37,000
SANSAR AUG 2024 VII TRUST
Unlisted bonds | -
2%₹355 Cr3,500,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹350 Cr35,000
Muthoot Finance Limited
Debentures | -
2%₹301 Cr30,000
Small Industries Development Bank Of India
Debentures | -
2%₹301 Cr3,000
LIC Housing Finance Limited
Debentures | -
2%₹300 Cr3,000

3. HDFC Short Term Debt Fund

(Erstwhile HDFC Short Term Opportunities Fund)

To generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 36 months.

HDFC Short Term Debt Fund is a Debt - Short term Bond fund was launched on 25 Jun 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 30 in Short term Bond category.  Return for 2023 was 7.1% , 2022 was 3.5% and 2021 was 3.9% .

Below is the key information for HDFC Short Term Debt Fund

HDFC Short Term Debt Fund
Growth
Launch Date 25 Jun 10
NAV (13 Nov 24) ₹30.3623 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹14,622 on 30 Sep 24
Category Debt - Short term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.71
Sharpe Ratio 1.75
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 7.65%
Effective Maturity 4 Years 2 Months 16 Days
Modified Duration 2 Years 10 Months 2 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,081
31 Oct 21₹11,588
31 Oct 22₹11,920
31 Oct 23₹12,753
31 Oct 24₹13,852

HDFC Short Term Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for HDFC Short Term Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 4.4%
1 Year 8.5%
3 Year 6.1%
5 Year 6.8%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.1%
2022 3.5%
2021 3.9%
2020 11%
2019 9.7%
2018 7%
2017 6.5%
2016 9.3%
2015 8.7%
2014 10.4%
Fund Manager information for HDFC Short Term Debt Fund
NameSinceTenure
Anil Bamboli25 Jun 1014.36 Yr.
Dhruv Muchhal22 Jun 231.36 Yr.

Data below for HDFC Short Term Debt Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash10.84%
Debt88.92%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate53.12%
Government36.3%
Cash Equivalent10.34%
Credit Quality
RatingValue
AA18.23%
AAA81.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
7%₹1,098 Cr107,500,000
7.3% Govt Stock 2028
Sovereign Bonds | -
3%₹518 Cr51,500,000
Aditya Birla Renewables Limited
Debentures | -
3%₹376 Cr37,500
7.26% Govt Stock 2032
Sovereign Bonds | -
2%₹354 Cr34,500,000
7.1% Govt Stock 2034
Sovereign Bonds | -
2%₹280 Cr27,500,000
↓ -10,000,000
Bajaj Housing Finance Limited
Debentures | -
2%₹252 Cr25,000
National Bank for Agriculture and Rural Development
Domestic Bonds | -
2%₹252 Cr25,000
Pipeline Infrastructure Private Limited
Debentures | -
1%₹224 Cr22,000
Small Industries Development Bank Of India
Debentures | -
1%₹224 Cr22,500
Small Industries Development Bank Of India
Debentures | -
1%₹203 Cr20,000

4. Aditya Birla Sun Life Short Term Opportunities Fund

An Open ended Income scheme with the objective to generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.

Aditya Birla Sun Life Short Term Opportunities Fund is a Debt - Short term Bond fund was launched on 9 May 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 18 in Short term Bond category.  Return for 2023 was 6.9% , 2022 was 4.2% and 2021 was 3.8% .

Below is the key information for Aditya Birla Sun Life Short Term Opportunities Fund

Aditya Birla Sun Life Short Term Opportunities Fund
Growth
Launch Date 9 May 03
NAV (13 Nov 24) ₹45.112 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹9,048 on 15 Oct 24
Category Debt - Short term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.06
Sharpe Ratio 1.22
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-90 Days (0.5%),90 Days and above(NIL)
Yield to Maturity 7.67%
Effective Maturity 3 Years 9 Months 4 Days
Modified Duration 2 Years 9 Months 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,032
31 Oct 21₹11,527
31 Oct 22₹11,942
31 Oct 23₹12,720
31 Oct 24₹13,771

Aditya Birla Sun Life Short Term Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Aditya Birla Sun Life Short Term Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.5%
3 Month 1.9%
6 Month 4.2%
1 Year 8.1%
3 Year 6.1%
5 Year 6.6%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.9%
2022 4.2%
2021 3.8%
2020 11.1%
2019 8.5%
2018 6.5%
2017 5.6%
2016 11.3%
2015 8.4%
2014 11.3%
Fund Manager information for Aditya Birla Sun Life Short Term Opportunities Fund
NameSinceTenure
Kaustubh Gupta11 Sep 1410.15 Yr.
Mohit Sharma6 Aug 204.24 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 15 Oct 24

Asset Allocation
Asset ClassValue
Cash6.57%
Debt93.2%
Other0.23%
Debt Sector Allocation
SectorValue
Corporate55.53%
Government39.47%
Cash Equivalent3.15%
Securitized1.62%
Credit Quality
RatingValue
AA14.62%
AAA85.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
12%₹1,065 Cr103,800,000
↑ 1,000,000
National Bank For Agriculture And Rural Development
Debentures | -
5%₹478 Cr47,500
↑ 17,500
7.26% Govt Stock 2033
Sovereign Bonds | -
4%₹350 Cr34,000,000
7.10%Goi 08/04/2034
Sovereign Bonds | -
3%₹245 Cr23,906,400
↑ 11,000,000
Small Industries Development Bank Of India
Debentures | -
3%₹237 Cr23,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹225 Cr22,500
Bajaj Housing Finance Limited
Debentures | -
2%₹202 Cr20,000
Bharti Telecom Limited
Debentures | -
2%₹190 Cr1,900
Small Industries Development Bank Of India
Debentures | -
2%₹185 Cr1,850
Embassy Office Parks Reit
Debentures | -
2%₹182 Cr18,000
↓ -5,000

5. Principal Short Term Debt Fund

(Erstwhile Principal Short Term Income Fund)

To generate regular income and capital appreciation/ accretion through investment in debt instruments and related securities besides preservation of capital.

Principal Short Term Debt Fund is a Debt - Short term Bond fund was launched on 9 May 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 34 in Short term Bond category.  Return for 2023 was 6.9% , 2022 was 3.5% and 2021 was 3.2% .

Below is the key information for Principal Short Term Debt Fund

Principal Short Term Debt Fund
Growth
Launch Date 9 May 03
NAV (13 Nov 24) ₹42.0736 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹182 on 30 Sep 24
Category Debt - Short term Bond
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderate
Expense Ratio 0.84
Sharpe Ratio 1.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 2,000
Exit Load NIL
Yield to Maturity 7.32%
Effective Maturity 3 Years 7 Months 28 Days
Modified Duration 2 Years 9 Months 29 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,977
31 Oct 21₹11,354
31 Oct 22₹11,717
31 Oct 23₹12,489
31 Oct 24₹13,525

Principal Short Term Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Principal Short Term Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.4%
3 Month 2.1%
6 Month 4.3%
1 Year 8.1%
3 Year 6%
5 Year 6.3%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.9%
2022 3.5%
2021 3.2%
2020 10.3%
2019 -1.7%
2018 6%
2017 5.7%
2016 9.6%
2015 8.1%
2014 9.9%
Fund Manager information for Principal Short Term Debt Fund
NameSinceTenure
Dwijendra Srivastava1 Jan 222.84 Yr.
Sandeep Agarwal1 Jan 222.84 Yr.

Data below for Principal Short Term Debt Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash17.88%
Debt81.88%
Other0.24%
Debt Sector Allocation
SectorValue
Corporate48.97%
Government41.57%
Cash Equivalent9.22%
Credit Quality
RatingValue
AA8.28%
AAA91.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
16%₹37 Cr3,600,000
↑ 1,400,000
07.37 Goi 2028
Sovereign Bonds | -
7%₹15 Cr1,500,000
7.38% Govt Stock 2027
Sovereign Bonds | -
5%₹10 Cr1,000,000
Power Finance Corporation Ltd.
Debentures | -
5%₹10 Cr1,000
National Bank For Agriculture And Rural Development
Debentures | -
5%₹10 Cr1,000
PNB Housing Finance Ltd. 8.15%
Debentures | -
4%₹10 Cr1,000
↑ 1,000
Small Industries Development Bank Of India
Debentures | -
4%₹10 Cr100
Bharti Telecom Limited
Debentures | -
3%₹7 Cr700
07.18 Goi 24072037
Sovereign Bonds | -
2%₹5 Cr500,000
↑ 500,000
7.44% Tamil Nadu State Government Securities -20/03/2034
Sovereign Bonds | -
2%₹5 Cr500,000

6. UTI Short Term Income Fund

To generate steady and reasonable income with low risk and high level of liquidity from a portfolio of money market securities and high quality debt.

UTI Short Term Income Fund is a Debt - Short term Bond fund was launched on 19 Sep 07. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.6% since its launch.  Ranked 10 in Short term Bond category.  Return for 2023 was 6.9% , 2022 was 3.8% and 2021 was 8.4% .

Below is the key information for UTI Short Term Income Fund

UTI Short Term Income Fund
Growth
Launch Date 19 Sep 07
NAV (13 Nov 24) ₹30.1263 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹2,830 on 15 Oct 24
Category Debt - Short term Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.94
Sharpe Ratio 1.32
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.56%
Effective Maturity 3 Years 5 Months 23 Days
Modified Duration 2 Years 9 Months

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,028
31 Oct 21₹12,029
31 Oct 22₹12,395
31 Oct 23₹13,221
31 Oct 24₹14,309

UTI Short Term Income Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for UTI Short Term Income Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.4%
3 Month 2%
6 Month 4.1%
1 Year 8.1%
3 Year 6%
5 Year 7.4%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.9%
2022 3.8%
2021 8.4%
2020 10.5%
2019 -3.9%
2018 6%
2017 6.1%
2016 10.1%
2015 8.3%
2014 10.9%
Fund Manager information for UTI Short Term Income Fund
NameSinceTenure
Sudhir Agarwal25 Oct 1212.03 Yr.

Data below for UTI Short Term Income Fund as on 15 Oct 24

Asset Allocation
Asset ClassValue
Cash19.7%
Debt80.05%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate67.07%
Cash Equivalent19.7%
Government12.97%
Credit Quality
RatingValue
AA10.36%
AAA89.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
National Housing Bank
Debentures | -
8%₹211 Cr21,000
Small Industries Development Bank Of India
Debentures | -
8%₹201 Cr20,000
National Bank For Agriculture And Rural Development
Debentures | -
8%₹201 Cr20,000
LIC Housing Finance Limited
Debentures | -
7%₹177 Cr1,750
Power Finance Corporation Ltd.
Debentures | -
7%₹175 Cr17,500
Bajaj Finance Limited
Debentures | -
4%₹101 Cr10,000
Kotak Mahindra Prime Limited
Debentures | -
3%₹75 Cr750
Shriram Finance Limited
Debentures | -
3%₹70 Cr7,000
Rural Electrification Corporation Limited
Debentures | -
2%₹60 Cr6,000
LIC Housing Finance Ltd
Debentures | -
2%₹52 Cr500

7. Axis Short Term Fund

To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.

Axis Short Term Fund is a Debt - Short term Bond fund was launched on 22 Jan 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.5% since its launch.  Ranked 26 in Short term Bond category.  Return for 2023 was 6.8% , 2022 was 3.7% and 2021 was 3.5% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (13 Nov 24) ₹29.2391 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹9,342 on 30 Sep 24
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.92
Sharpe Ratio 1.3
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.52%
Effective Maturity 3 Years 10 Months 2 Days
Modified Duration 2 Years 9 Months 4 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,014
31 Oct 21₹11,451
31 Oct 22₹11,801
31 Oct 23₹12,568
31 Oct 24₹13,606

Axis Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Axis Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.5%
3 Month 1.9%
6 Month 4.2%
1 Year 8.1%
3 Year 5.9%
5 Year 6.4%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.8%
2022 3.7%
2021 3.5%
2020 10.1%
2019 9.8%
2018 6.3%
2017 5.9%
2016 9.6%
2015 8.1%
2014 10%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 1212 Yr.
Aditya Pagaria3 Jul 231.33 Yr.

Data below for Axis Short Term Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash10.66%
Debt89.12%
Other0.21%
Debt Sector Allocation
SectorValue
Corporate56.65%
Government37.34%
Cash Equivalent5.8%
Credit Quality
RatingValue
AA14.35%
AAA85.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.32 Goi 2030
Sovereign Bonds | -
11%₹1,070 Cr104,000,000
↑ 13,000,000
7.10%Goi 08/04/2034
Sovereign Bonds | -
10%₹964 Cr94,225,200
↑ 56,500,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹199 Cr2,000
↑ 1,000
India Grid Trust
Debentures | -
2%₹191 Cr19,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹185 Cr18,500
Rural Electrification Corporation Limited
Debentures | -
2%₹176 Cr17,500
↓ -2,500
Small Industries Development Bank Of India
Debentures | -
2%₹170 Cr17,000
↑ 7,000
Power Finance Corporation Ltd.
Debentures | -
2%₹151 Cr15,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹150 Cr15,000
↑ 5,000
PTC- INDIA UNIVERSAL TRUST AL1-SERIES A3
Unlisted bonds | -
1%₹128 Cr128

8. Nippon India Short Term Fund

The primary investment objective of the scheme is to generate stable returns for investors with a short term investment horizon by investing in fixed income securitites of a short term maturity.

Nippon India Short Term Fund is a Debt - Short term Bond fund was launched on 18 Dec 02. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.6% since its launch.  Ranked 17 in Short term Bond category.  Return for 2023 was 6.8% , 2022 was 3.2% and 2021 was 4.4% .

Below is the key information for Nippon India Short Term Fund

Nippon India Short Term Fund
Growth
Launch Date 18 Dec 02
NAV (13 Nov 24) ₹49.9723 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹7,122 on 30 Sep 24
Category Debt - Short term Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.96
Sharpe Ratio 1.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.59%
Effective Maturity 3 Years 8 Months 16 Days
Modified Duration 2 Years 10 Months 2 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,917
31 Oct 21₹11,459
31 Oct 22₹11,756
31 Oct 23₹12,532
31 Oct 24₹13,569

Nippon India Short Term Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Nippon India Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 22

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 4.2%
1 Year 8.1%
3 Year 5.8%
5 Year 6.3%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.8%
2022 3.2%
2021 4.4%
2020 9.5%
2019 9.4%
2018 5.5%
2017 5.7%
2016 9.8%
2015 8.1%
2014 11.3%
Fund Manager information for Nippon India Short Term Fund
NameSinceTenure
Vivek Sharma1 Feb 204.75 Yr.
Kinjal Desai25 May 186.44 Yr.
Sushil Budhia31 Mar 213.59 Yr.

Data below for Nippon India Short Term Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash9.86%
Debt89.94%
Other0.21%
Debt Sector Allocation
SectorValue
Corporate51.33%
Government38.5%
Cash Equivalent9.86%
Securitized0.11%
Credit Quality
RatingValue
AA14.91%
AAA85.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.17% Govt Stock 2030
Sovereign Bonds | -
9%₹681 Cr67,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
8%₹610 Cr59,500,000
↑ 15,000,000
7.1% Govt Stock 2029
Sovereign Bonds | -
6%₹491 Cr48,500,000
↓ -5,000,000
Renew Solar Energy (Jharkhand Five) Private Limited
Debentures | -
3%₹197 Cr20,000
Small Industries Development Bank Of India
Debentures | -
2%₹167 Cr16,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹167 Cr16,500
07.27 MH Sdl 2030
Sovereign Bonds | -
2%₹154 Cr15,312,900
Cholamandalam Investment And Finance Company Limited
Debentures | -
2%₹152 Cr15,000
Rural Electrification Corporation Limited
Debentures | -
2%₹151 Cr15,000
Power Finance Corporation Ltd.
Debentures | -
2%₹125 Cr12,500

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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