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Fincash » Mutual Funds » Best SIP Plans for a Year

9 Best SIP Plans for 1 Year Investment 2020

Updated on July 9, 2020 , 26201 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan.

SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

SIP

Why Invest in a SIP?

SIP investment in Mutual Funds is the most convenient way to inculcate the habit of saving. Too often the youngest generation of earning people do not save much. To have a Systematic Investment Plan one does not require a massive amount of investing as the starting amount is as low as Rs 500, and some funds even offer SIP for INR 100 monthly. From an early age, one can get into the habit of making their savings as a form of investment. SIP, thereby sets aside a fixed amount to be saved during each month. Systematic Investment Plans are therefore one of the most important tools of smart investing.

SIP’s help you prepare for your Financial goals in a hassle-free manner. Having a SIP is extremely convenient as the Mutual Funds require the paperwork to be done only one time after which the monthly amounts are debited from the bank account directly without intervention. As a result, SIP’s do not require the efforts required by other investments & savings options.

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Best SIP Plans for 1 Year Investment in FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
IDBI Ultra Short Term Fund Growth ₹2,100.86
↑ 1.61
₹114 500 1.32.510.76.46.90%
Aditya Birla Sun Life Savings Fund Growth ₹409.051
↑ 0.18
₹12,268 1,000 34.28.37.98.50%
ICICI Prudential Ultra Short Term Fund Growth ₹20.8273
↑ 0.02
₹5,426 1,000 2.33.67.97.68.40%
Kotak Savings Fund Growth ₹32.8781
↑ 0.01
₹9,148 1,000 2.43.77.47.47.80%5M 12D
Indiabulls Ultra Short Term Fund Growth ₹1,980.39
↑ 0.88
₹46 500 23.66.97.27.60%
Invesco India Ultra Short Term Fund Growth ₹2,083
↑ 0.56
₹527 1,000 2.13.36.97.17.60%
BOI AXA Ultra Short Duration Fund Growth ₹2,462.51
↑ 0.34
₹232 1,000 1.83.16.67.37.55.14%3M 25D4M 7D
UTI Ultra Short Term Fund Growth ₹3,166.79
↓ -1.16
₹1,496 2,500 1.92.96.45.43.30%5M 5D
DSP BlackRock Money Manager Fund Growth ₹2,647.46
↑ 0.50
₹2,384 500 1.836.46.17.35.57%4M 24D5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

1. IDBI Ultra Short Term Fund

The objective of the Scheme will be to provide investors with regular income for their investment by investing in debt and money market instruments with relatively lower interest rate risk, such that the Macaulay duration of the portfolio is maintained between 3 months to 6 months. However, there can be no assurance that the investment objective of the Scheme will be realized.

IDBI Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 3 Sep 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 78 in Ultrashort Bond category.  Return for 2019 was 6.9% , 2018 was 6.9% and 2017 was 5.8% .

Below is the key information for IDBI Ultra Short Term Fund

IDBI Ultra Short Term Fund
Growth
Launch Date 3 Sep 10
NAV (10 Jul 20) ₹2,100.86 ↑ 1.61   (0.08 %)
Net Assets (Cr) ₹114 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC IDBI Asset Management Limited
Rating
Risk Moderately Low
Expense Ratio 0.89
Sharpe Ratio 0.43
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,770
30 Jun 17₹11,505
30 Jun 18₹12,202
30 Jun 19₹12,502
30 Jun 20₹13,847

IDBI Ultra 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 IDBI Ultra 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 10 Jul 20

DurationReturns
1 Month 0.8%
3 Month 1.3%
6 Month 2.5%
1 Year 10.7%
3 Year 6.4%
5 Year 6.7%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.9%
2018 6.9%
2017 5.8%
2016 7.9%
2015 7.8%
2014 8.7%
2013 9.2%
2012 9.7%
2011 9.3%
2010
Fund Manager information for IDBI Ultra Short Term Fund
NameSinceTenure
Bhupesh Kalyani1 Feb 173.41 Yr.

Data below for IDBI Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash65.54%
Debt34.46%
Debt Sector Allocation
SectorValue
Cash Equivalent65.54%
Corporate20.53%
Government13.94%
Credit Quality
RatingValue
A25.04%
AA36.88%
AAA38.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
43%₹51 Cr5,077,853
Punjab National Bank
Debentures | -
14%₹16 Cr1,700,000
Bandhan Bank Limited
Certificate of Deposit | -
13%₹15 Cr1,500,000
Vedanta Limited
Debentures | -
9%₹10 Cr1,050,000
Tata Power Company Limited
Commercial Paper | -
8%₹10 Cr1,000,000
J.K.Cement Limited
Debentures | -
6%₹8 Cr2,500,000
Axis Bank Limited
Debentures | -
3%₹4 Cr370,000
J.K.Cement Limited
Debentures | -
2%₹3 Cr900,000
Net Receivable / Payable
Net Current Assets | -
1%₹1 Cr

2. Aditya Birla Sun Life Savings Fund

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 6 in Ultrashort Bond category.  Return for 2019 was 8.5% , 2018 was 7.6% and 2017 was 7.2% .

Below is the key information for Aditya Birla Sun Life Savings Fund

Aditya Birla Sun Life Savings Fund
Growth
Launch Date 16 Apr 03
NAV (10 Jul 20) ₹409.051 ↑ 0.18   (0.04 %)
Net Assets (Cr) ₹12,268 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.35
Sharpe Ratio 7.52
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,891
30 Jun 17₹11,820
30 Jun 18₹12,608
30 Jun 19₹13,686
30 Jun 20₹14,820

Aditya Birla Sun Life Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Aditya Birla Sun Life Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 1.2%
3 Month 3%
6 Month 4.2%
1 Year 8.3%
3 Year 7.9%
5 Year 8.2%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.5%
2018 7.6%
2017 7.2%
2016 9.2%
2015 8.9%
2014 9.7%
2013 9.5%
2012 9.7%
2011 9.2%
2010 5.8%
Fund Manager information for Aditya Birla Sun Life Savings Fund
NameSinceTenure
Sunaina Cunha11 Oct 145.73 Yr.
Kaustubh Gupta15 Jul 118.97 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash27.35%
Debt72.65%
Debt Sector Allocation
SectorValue
Corporate66.41%
Government21.41%
Cash Equivalent11.35%
Securitized0.83%
Credit Quality
RatingValue
AA11.39%
AAA88.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
6%₹827 Cr
Reliance Industries Limited
Debentures | -
6%₹744 Cr7,400
↑ 1,000
POWER FINANCE CORPORATION LIMITED
Debentures | -
5%₹607 Cr6,000
↑ 1,550
Housing Development Finance Corporation Limited
Commercial Paper | -
3%₹398 Cr8,262
↑ 2,262
Shriram Transport Finance Company Limited
Debentures | -
3%₹364 Cr3,750
↑ 250
IndusInd Bank Limited
Certificate of Deposit | -
3%₹332 Cr35,000
Rec Limited
Debentures | -
3%₹327 Cr3,250
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Debentures | -
2%₹318 Cr3,150
↑ 2,000
Rural Electrification Corporation Limited
Debentures | -
2%₹290 Cr2,900
↓ -2,600
Housing Development Finance Corporation Limited
Debentures | -
2%₹273 Cr2,675
↑ 1,675

3. ICICI Prudential Ultra Short Term Fund

(Erstwhile ICICI Prudential Regular Income Fund)

The fund’s objective is to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme.

ICICI Prudential Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 3 May 11. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.3% since its launch.  Ranked 27 in Ultrashort Bond category.  Return for 2019 was 8.4% , 2018 was 7.5% and 2017 was 6.9% .

Below is the key information for ICICI Prudential Ultra Short Term Fund

ICICI Prudential Ultra Short Term Fund
Growth
Launch Date 3 May 11
NAV (10 Jul 20) ₹20.8273 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹5,426 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.09
Sharpe Ratio 5.75
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Months (0.5%),1 Months and above(NIL)
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,917
30 Jun 17₹11,907
30 Jun 18₹12,677
30 Jun 19₹13,723
30 Jun 20₹14,803

ICICI Prudential Ultra 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 ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for ICICI Prudential Ultra 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 10 Jul 20

DurationReturns
1 Month 1.2%
3 Month 2.3%
6 Month 3.6%
1 Year 7.9%
3 Year 7.6%
5 Year 8.2%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.4%
2018 7.5%
2017 6.9%
2016 9.8%
2015 9.1%
2014 14.8%
2013 3.1%
2012 9.4%
2011
2010
Fund Manager information for ICICI Prudential Ultra Short Term Fund
NameSinceTenure
Manish Banthia15 Nov 163.63 Yr.
Ritesh Lunawat15 Jun 173.05 Yr.

Data below for ICICI Prudential Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash37.14%
Debt62.86%
Debt Sector Allocation
SectorValue
Corporate76.11%
Cash Equivalent16.64%
Government6.11%
Securitized1.14%
Credit Quality
RatingValue
A5.42%
AA47.53%
AAA47.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
5%₹237 Cr
MANAPPURAM FINANCE LIMITED
Debentures | -
4%₹201 Cr2,000
JSW Energy Limited
Debentures | -
4%₹201 Cr2,000
Syndicate Bank
Certificate of Deposit | -
4%₹200 Cr20,000
↑ 20,000
Rural Electrification Corporation Limited
Debentures | -
3%₹177 Cr1,750
↑ 1,500
Tata Value Homes Limited
Debentures | -
3%₹151 Cr1,500
Aspire Home Finance Corporation Limited
Debentures | -
3%₹150 Cr1,500
84 DTB 20082020
Sovereign Bonds | -
3%₹149 Cr15,000,000
↑ 15,000,000
AU Small Finance Bank Limited
Certificate of Deposit | -
3%₹146 Cr15,000
NIRCHEM Cement Limited
Debentures | -
3%₹132 Cr1,310

4. Kotak Savings Fund

(Erstwhile Kotak Treasury Advantage Fund)

The investment objective of the Scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Kotak Savings Fund is a Debt - Ultrashort Bond fund was launched on 13 Aug 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 44 in Ultrashort Bond category.  Return for 2019 was 7.8% , 2018 was 7.4% and 2017 was 6.7% .

Below is the key information for Kotak Savings Fund

Kotak Savings Fund
Growth
Launch Date 13 Aug 04
NAV (10 Jul 20) ₹32.8781 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹9,148 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.68
Sharpe Ratio 9.51
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity 5 Months 12 Days
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,827
30 Jun 17₹11,658
30 Jun 18₹12,418
30 Jun 19₹13,413
30 Jun 20₹14,418

Kotak Savings 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 Kotak Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 0.9%
3 Month 2.4%
6 Month 3.7%
1 Year 7.4%
3 Year 7.4%
5 Year 7.6%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.8%
2018 7.4%
2017 6.7%
2016 8.2%
2015 8.6%
2014 9.4%
2013 8.9%
2012 9.6%
2011 9.2%
2010 5.7%
Fund Manager information for Kotak Savings Fund
NameSinceTenure
Deepak Agrawal15 Apr 0812.22 Yr.

Data below for Kotak Savings Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash36.36%
Debt63.64%
Debt Sector Allocation
SectorValue
Corporate45.27%
Government30.65%
Cash Equivalent20.26%
Securitized3.81%
Credit Quality
RatingValue
AA9.26%
AAA90.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
POWER FINANCE CORPORATION LIMITED
Debentures | -
7%₹662 Cr6,550
↓ -750
7.80% Govt Stock 2021
Sovereign Bonds | -
7%₹620 Cr60,000,000
↑ 60,000,000
LIC Housing Finance Limited
Commercial Paper | -
6%₹513 Cr10,400
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
6%₹509 Cr10,300
Mahindra & Mahindra Financial Services Ltd
Debentures | -
4%₹352 Cr3,500
08.04 CG SDL 2020
Sovereign Bonds | -
4%₹334 Cr32,925,000
↑ 32,925,000
Triparty Repo
CBLO/Reverse Repo | -
3%₹310 Cr
8.55% U.P. GS 2020
Sovereign Bonds | -
3%₹306 Cr30,000,000
↑ 30,000,000
Bharti Telecom Limited
Debentures | -
3%₹303 Cr3,000
Rural Electrification Corporation Limited
Debentures | -
3%₹301 Cr3,000
↑ 3,000

5. Indiabulls Ultra Short Term Fund

To provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 6 Jan 12. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.4% since its launch.  Ranked 17 in Ultrashort Bond category.  Return for 2019 was 7.6% , 2018 was 7.1% and 2017 was 6.9% .

Below is the key information for Indiabulls Ultra Short Term Fund

Indiabulls Ultra Short Term Fund
Growth
Launch Date 6 Jan 12
NAV (10 Jul 20) ₹1,980.39 ↑ 0.88   (0.04 %)
Net Assets (Cr) ₹46 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.7
Sharpe Ratio 8.29
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,843
30 Jun 17₹11,737
30 Jun 18₹12,515
30 Jun 19₹13,490
30 Jun 20₹14,444

Indiabulls Ultra 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 ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Indiabulls Ultra 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 10 Jul 20

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 3.6%
1 Year 6.9%
3 Year 7.2%
5 Year 7.6%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
2018 7.1%
2017 6.9%
2016 8.8%
2015 8.8%
2014 9.3%
2013 8.8%
2012
2011
2010
Fund Manager information for Indiabulls Ultra Short Term Fund
NameSinceTenure
Malay Shah22 Aug 145.86 Yr.
Karan Singh29 May 200.09 Yr.
Sourabh Sharma17 Jan 191.45 Yr.

Data below for Indiabulls Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate81.24%
Cash Equivalent10.65%
Government8.11%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Limited
Certificate of Deposit | -
73%₹18 Cr1,850,000
Ccil
CBLO/Reverse Repo | -
10%₹3 Cr2,550
↑ 2,550
Syndicate Bank
Certificate of Deposit | -
8%₹2 Cr200,000
↑ 200,000
BANK OF BARODA
Certificate of Deposit | -
8%₹2 Cr200,000
↑ 200,000
Net Receivable/Payable
Net Current Assets | -
0%₹0 Cr

6. Invesco India Ultra Short Term Fund

(Erstwhile Invesco India Medium Term Bond Fund)

The objective is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

Invesco India Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 30 Dec 10. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 40 in Ultrashort Bond category.  Return for 2019 was 7.6% , 2018 was 7.3% and 2017 was 7.1% .

Below is the key information for Invesco India Ultra Short Term Fund

Invesco India Ultra Short Term Fund
Growth
Launch Date 30 Dec 10
NAV (10 Jul 20) ₹2,083 ↑ 0.56   (0.03 %)
Net Assets (Cr) ₹527 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderate
Expense Ratio 0.53
Sharpe Ratio 8.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,942
30 Jun 17₹11,854
30 Jun 18₹12,635
30 Jun 19₹13,625
30 Jun 20₹14,585

Invesco India Ultra 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 ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Invesco India Ultra 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 10 Jul 20

DurationReturns
1 Month 0.6%
3 Month 2.1%
6 Month 3.3%
1 Year 6.9%
3 Year 7.1%
5 Year 7.8%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
2018 7.3%
2017 7.1%
2016 9.1%
2015 8.3%
2014 10.1%
2013 6.1%
2012 8.9%
2011 8.2%
2010
Fund Manager information for Invesco India Ultra Short Term Fund
NameSinceTenure
Sujoy Das4 Jan 200.49 Yr.
Krishna Cheemalapati4 Jan 200.49 Yr.

Data below for Invesco India Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash44.69%
Debt55.31%
Debt Sector Allocation
SectorValue
Corporate55.94%
Government24.66%
Cash Equivalent19.4%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
12%₹73 Cr
Housing Development Finance Corporation Limited
Debentures | -
9%₹51 Cr5,000,000
Invesco India Liquid Dir Gr
Investment Fund | -
9%₹50 Cr181,772
↑ 181,772
Larsen And Toubro Limited
Commercial Paper | -
8%₹49 Cr5,000,000
GOVT STOCK
Sovereign Bonds | -
6%₹36 Cr3,500,000
↑ 3,500,000
Axis Bank Limited
Certificate of Deposit | -
6%₹34 Cr3,500,000
↑ 3,500,000
Small Industries Development Bank Of India
Debentures | -
4%₹25 Cr2,500,000
Housing And Urban Development Corporation Ltd.
Debentures | -
4%₹25 Cr2,500,000
↑ 2,500,000
Reliance Industries Limited
Debentures | -
4%₹25 Cr2,500,000
Reliance Industries Limited
Debentures | -
4%₹25 Cr2,500,000

7. BOI AXA Ultra Short Duration Fund

(Erstwhile BOI AXA Treasury Advantage Fund)

The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments. The Scheme is not providing any assured or guaranteed returns. Further, there is also no assurance that the investment objective of the Scheme will be achieved.

BOI AXA Ultra Short Duration Fund is a Debt - Ultrashort Bond fund was launched on 16 Jul 08. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 9 in Ultrashort Bond category.  Return for 2019 was 7.5% , 2018 was 7.6% and 2017 was 8% .

Below is the key information for BOI AXA Ultra Short Duration Fund

BOI AXA Ultra Short Duration Fund
Growth
Launch Date 16 Jul 08
NAV (10 Jul 20) ₹2,462.51 ↑ 0.34   (0.01 %)
Net Assets (Cr) ₹232 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately Low
Expense Ratio 0.63
Sharpe Ratio 9.34
Information Ratio 1.28
Alpha Ratio 0.01
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 5.14%
Effective Maturity 4 Months 7 Days
Modified Duration 3 Months 25 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,873
30 Jun 17₹11,836
30 Jun 18₹12,707
30 Jun 19₹13,702
30 Jun 20₹14,626

BOI AXA Ultra Short Duration 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 BOI AXA Ultra Short Duration Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.1%
1 Year 6.6%
3 Year 7.3%
5 Year 7.9%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.5%
2018 7.6%
2017 8%
2016 9.1%
2015 8.7%
2014 9.3%
2013 9.2%
2012 8.5%
2011 8.2%
2010 5%
Fund Manager information for BOI AXA Ultra Short Duration Fund
NameSinceTenure
Amit Modani5 Dec 181.57 Yr.

Data below for BOI AXA Ultra Short Duration Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash72.3%
Debt27.7%
Debt Sector Allocation
SectorValue
Corporate64.35%
Cash Equivalent23.25%
Government12.4%
Credit Quality
RatingValue
AA11.76%
AAA88.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
84 DTB 20082020
Sovereign Bonds | -
20%₹40 Cr4,000,000
↑ 4,000,000
LIC Housing Finance Limited
Debentures | -
13%₹25 Cr2,500,000
Cholamandalam Investment And Fin. Co. Ltd
Debentures | -
13%₹25 Cr2,500,000
INDIAN BANK
Certificate of Deposit | -
12%₹25 Cr2,500,000
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA
Certificate of Deposit | -
12%₹25 Cr2,500,000
Axis Bank Limited
Certificate of Deposit | -
12%₹25 Cr2,500,000
Bank Of Baroda
Certificate of Deposit | -
12%₹24 Cr2,500,000
Net Receivables / (Payables)
Net Current Assets | -
11%-₹21 Cr
Reliance Industries Limited
Commercial Paper | -
10%₹20 Cr2,000,000
↑ 2,000,000
Repo
CBLO/Reverse Repo | -
4%₹9 Cr

8. UTI Ultra Short Term Fund

(Erstwhile UTI - Floating Rate Fund - Short Term Plan)

To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt securities and money market instruments .However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

UTI Ultra Short Term Fund is a Debt - Ultrashort Bond fund was launched on 29 Aug 03. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 27 in Ultrashort Bond category.  Return for 2019 was 3.3% , 2018 was 7% and 2017 was 6.6% .

Below is the key information for UTI Ultra Short Term Fund

UTI Ultra Short Term Fund
Growth
Launch Date 29 Aug 03
NAV (10 Jul 20) ₹3,166.79 ↓ -1.16   (-0.04 %)
Net Assets (Cr) ₹1,496 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.99
Sharpe Ratio -0.08
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 2,500
Exit Load NIL
Yield to Maturity 0%
Effective Maturity 5 Months 5 Days
Modified Duration

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,856
30 Jun 17₹11,728
30 Jun 18₹12,462
30 Jun 19₹12,892
30 Jun 20₹13,735

UTI Ultra 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 UTI Ultra 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 10 Jul 20

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 2.9%
1 Year 6.4%
3 Year 5.4%
5 Year 6.5%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.3%
2018 7%
2017 6.6%
2016 8.9%
2015 8.5%
2014 8.8%
2013 9.8%
2012 9%
2011 8.2%
2010 5.4%
Fund Manager information for UTI Ultra Short Term Fund
NameSinceTenure
Sudhir Agarwal1 Jul 155.01 Yr.
Ritesh Nambiar1 Jul 155.01 Yr.

Data below for UTI Ultra Short Term Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash58.47%
Debt41.53%
Debt Sector Allocation
SectorValue
Corporate67.39%
Government20.74%
Cash Equivalent11.87%
Credit Quality
RatingValue
A18.56%
AA1.32%
AAA80.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Edelweiss Commodities Services Limited
Debentures | -
10%₹141 Cr1,500
REC LIMITED
Debentures | -
9%₹126 Cr1,250
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
9%₹124 Cr1,250,000,000
Avanse Financial Services Limited
Debentures | -
7%₹100 Cr1,000
Chennai Petroleum Corporation Ltd
Commercial Paper | -
7%₹100 Cr1,000,000,000
↑ 1,000,000,000
Housing Development Finance Corporation Limited
Commercial Paper | -
7%₹96 Cr1,000,000,000
Power Finance Corporation Ltd.
Debentures | -
6%₹86 Cr850
ICICI BANK LIMITED
Certificate of Deposit | -
5%₹74 Cr750,000,000
Net Current Assets
Net Current Assets | -
5%₹71 Cr00
Reliance Jio Infocomm Limited
Commercial Paper | -
4%₹50 Cr500,000,000

9. DSP BlackRock Money Manager Fund

"The primary investment objective of the Scheme is to seek to generate reasonable returns commensurate with low risk and a high degree of liquidity, from a portfolio constituted of money market securities and high quality debt securities. However, there can be no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock Money Manager Fund is a Debt - Ultrashort Bond fund was launched on 31 Jul 06. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 75 in Ultrashort Bond category.  Return for 2019 was 7.3% , 2018 was 5% and 2017 was 6% .

Below is the key information for DSP BlackRock Money Manager Fund

DSP BlackRock Money Manager Fund
Growth
Launch Date 31 Jul 06
NAV (10 Jul 20) ₹2,647.46 ↑ 0.50   (0.02 %)
Net Assets (Cr) ₹2,384 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1
Sharpe Ratio 8.86
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 5.57%
Effective Maturity 5 Months 5 Days
Modified Duration 4 Months 24 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,761
30 Jun 17₹11,494
30 Jun 18₹12,208
30 Jun 19₹12,875
30 Jun 20₹13,725

DSP BlackRock Money Manager 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 DSP BlackRock Money Manager Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 0.5%
3 Month 1.8%
6 Month 3%
1 Year 6.4%
3 Year 6.1%
5 Year 6.5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.3%
2018 5%
2017 6%
2016 7.5%
2015 7.9%
2014 8.8%
2013 9.2%
2012 8.9%
2011 8.5%
2010 5%
Fund Manager information for DSP BlackRock Money Manager Fund
NameSinceTenure
Kedar Karnik17 Jul 163.96 Yr.

Data below for DSP BlackRock Money Manager Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash76.87%
Debt23.13%
Debt Sector Allocation
SectorValue
Corporate51.73%
Cash Equivalent36.16%
Government12.11%
Credit Quality
RatingValue
AA1.53%
AAA98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank Of Baroda
Certificate of Deposit | -
6%₹148 Cr15,000
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
5%₹129 Cr13,200
8.12% Govt Stock 2020
Sovereign Bonds | -
4%₹112 Cr10,500,000
↑ 10,500,000
Kotak Mahindra Bank Limited
Certificate of Deposit | -
4%₹100 Cr10,000
Kotak Mahindra Prime Limited
Commercial Paper | -
4%₹99 Cr2,000
Reliance Industries Limited
Commercial Paper | -
4%₹99 Cr2,000
Export-Import Bank Of India
Commercial Paper | -
4%₹99 Cr2,000
Export-Import Bank Of India
Certificate of Deposit | -
4%₹98 Cr10,000
Small Industries Development Bank Of India
Certificate of Deposit | -
4%₹97 Cr10,000
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹83 Cr

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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