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9 Best SIP Plans for 1 Year Investment 2021

Updated on January 11, 2021 , 44705 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 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹419.404
↓ -0.08
₹17,295 1,000 1.12.56.97.773.76%5M 16D6M 7D
ICICI Prudential Ultra Short Term Fund Growth ₹21.3806
↑ 0.00
₹9,030 1,000 1.12.76.47.46.54.61%4M 20D5M 12D
Kotak Savings Fund Growth ₹33.5049
↓ 0.00
₹13,560 1,000 0.91.95.775.83.56%5M 1D5M 8D
UTI Ultra Short Term Fund Growth ₹3,235.97
↑ 0.04
₹1,557 2,500 1.12.25.15.15.35.11%3M 27D3M 29D
IDBI Ultra Short Term Fund Growth ₹2,153.55
↑ 0.16
₹368 500 1.32.55.16.35.10%
Invesco India Ultra Short Term Fund Growth ₹2,116.25
↑ 0.03
₹1,034 1,000 0.81.656.65.13.46%4M 27D5M 3D
Indiabulls Ultra Short Term Fund Growth ₹2,006.73
↑ 0.11
₹22 500 0.61.34.96.550%
BOI AXA Ultra Short Duration Fund Growth ₹2,504.77
↓ -0.36
₹421 1,000 0.81.74.96.64.93.17%3M 29D4M 6D
Nippon India Ultra Short Duration Fund Growth ₹3,015.8
↑ 0.07
₹620 100 1.41.84.74.34.96.08%4M 27D7M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jan 21

1. 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 2020 was 7% , 2019 was 8.5% and 2018 was 7.6% .

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 (13 Jan 21) ₹419.404 ↓ -0.08   (-0.02 %)
Net Assets (Cr) ₹17,295 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.39
Sharpe Ratio 2.55
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.76%
Effective Maturity 6 Months 7 Days
Modified Duration 5 Months 16 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,924
31 Dec 17₹11,709
31 Dec 18₹12,603
31 Dec 19₹13,669
31 Dec 20₹14,629

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 ₹203,125.
Net Profit of ₹23,125
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 13 Jan 21

DurationReturns
1 Month 0.3%
3 Month 1.1%
6 Month 2.5%
1 Year 6.9%
3 Year 7.7%
5 Year 7.9%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 7%
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%
Fund Manager information for Aditya Birla Sun Life Savings Fund
NameSinceTenure
Sunaina Cunha11 Oct 146.23 Yr.
Kaustubh Gupta15 Jul 119.47 Yr.

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

Asset Allocation
Asset ClassValue
Cash56.59%
Debt43.41%
Debt Sector Allocation
SectorValue
Corporate47.34%
Cash Equivalent33.17%
Government19.09%
Securitized0.39%
Credit Quality
RatingValue
AA9.31%
AAA90.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 04032021
Sovereign Bonds | -
4%₹696 Cr70,000,000
364 DTB 07052021
Sovereign Bonds | -
3%₹495 Cr50,000,000
Mahindra & Mahindra Financial Services Limited
Debentures | -
3%₹450 Cr4,450
182 DTB 11032021
Sovereign Bonds | -
2%₹398 Cr40,000,000
Shriram Transport Finance Company Limited
Debentures | -
2%₹375 Cr3,750
8.83% Govt Stock 2023
Sovereign Bonds | -
2%₹342 Cr30,500,000
↑ 10,000,000
REC Limited
Debentures | -
2%₹331 Cr3,200
Rural Electrification Corporation Limited
Debentures | -
2%₹271 Cr2,650
Muthoot Finance Limited
Debentures | -
1%₹242 Cr2,350
Rural Electrification Corporation Limited
Debentures | -
1%₹231 Cr2,250

2. 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 8.2% since its launch.  Ranked 27 in Ultrashort Bond category.  Return for 2020 was 6.5% , 2019 was 8.4% and 2018 was 7.5% .

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 (13 Jan 21) ₹21.3806 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹9,030 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 0.96
Sharpe Ratio 2.24
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 4.61%
Effective Maturity 5 Months 12 Days
Modified Duration 4 Months 20 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,982
31 Dec 17₹11,743
31 Dec 18₹12,623
31 Dec 19₹13,688
31 Dec 20₹14,582

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 ₹203,125.
Net Profit of ₹23,125
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 13 Jan 21

DurationReturns
1 Month 0.3%
3 Month 1.1%
6 Month 2.7%
1 Year 6.4%
3 Year 7.4%
5 Year 7.8%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 6.5%
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
Fund Manager information for ICICI Prudential Ultra Short Term Fund
NameSinceTenure
Manish Banthia15 Nov 164.13 Yr.
Ritesh Lunawat15 Jun 173.55 Yr.

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

Asset Allocation
Asset ClassValue
Cash49.43%
Debt50.57%
Debt Sector Allocation
SectorValue
Corporate72.06%
Cash Equivalent24.34%
Government3.6%
Credit Quality
RatingValue
A1.53%
AA34.48%
AAA64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 DTB 7012021
Sovereign Bonds | -
4%₹300 Cr30,000,000
REC Limited
Debentures | -
3%₹291 Cr2,850
Reliance Ports and Terminals Limited
Debentures | -
2%₹210 Cr2,019
Manappuram Finance Limited
Debentures | -
2%₹206 Cr2,000
Housing Development Finance Corporation Limited
Debentures | -
2%₹153 Cr1,500
Tata Value Homes Limited
Debentures | -
2%₹151 Cr1,500
Aspire Home Finance Corporation Limited
Debentures | -
2%₹149 Cr1,500
Tata Realty and Infrastructure Limited
Debentures | -
2%₹147 Cr1,250
Power Finance Corporation Limited
Debentures | -
2%₹138 Cr1,350
Small Industries Development Bank of India
Debentures | -
1%₹127 Cr1,250
↑ 500

3. 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 7.6% since its launch.  Ranked 44 in Ultrashort Bond category.  Return for 2020 was 5.8% , 2019 was 7.8% and 2018 was 7.4% .

Below is the key information for Kotak Savings Fund

Kotak Savings Fund
Growth
Launch Date 13 Aug 04
NAV (13 Jan 21) ₹33.5049 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹13,560 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.48
Sharpe Ratio 2.33
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.56%
Effective Maturity 5 Months 8 Days
Modified Duration 5 Months 1 Day

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,817
31 Dec 17₹11,537
31 Dec 18₹12,392
31 Dec 19₹13,364
31 Dec 20₹14,145

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 13 Jan 21

DurationReturns
1 Month 0.2%
3 Month 0.9%
6 Month 1.9%
1 Year 5.7%
3 Year 7%
5 Year 7.2%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.8%
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%
Fund Manager information for Kotak Savings Fund
NameSinceTenure
Deepak Agrawal15 Apr 0812.72 Yr.

Data below for Kotak Savings Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash49.07%
Debt50.93%
Debt Sector Allocation
SectorValue
Government35.04%
Corporate32.74%
Cash Equivalent31.88%
Securitized0.34%
Credit Quality
RatingValue
AA9.9%
AAA90.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 03062021
Sovereign Bonds | -
13%₹1,574 Cr159,500,000
↑ 159,500,000
7.94% Govt Stock 2021
Sovereign Bonds | -
5%₹573 Cr56,250,000
↑ 56,250,000
Bharti Telecom Limited
Debentures | -
4%₹545 Cr5,400
364 DTB 29042021
Sovereign Bonds | -
4%₹545 Cr55,000,000
↓ -65,000,000
Housing Development Finance Corporation Limited
Debentures | -
4%₹484 Cr4,750
7.80% Govt Stock 2021
Sovereign Bonds | -
3%₹354 Cr35,000,000
↑ 35,000,000
Housing Development Finance Corporation Limited
Debentures | -
2%₹281 Cr2,750
Rent a Device Trust
Unlisted bonds | -
2%₹221 Cr1,754
Rural Electrification Corporation Limited
Debentures | -
2%₹211 Cr2,050
↓ -50
Muthoot Finance Limited
Debentures | -
2%₹203 Cr2,000,000

4. 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% since its launch.  Ranked 27 in Ultrashort Bond category.  Return for 2020 was 5.3% , 2019 was 3.3% and 2018 was 7% .

Below is the key information for UTI Ultra Short Term Fund

UTI Ultra Short Term Fund
Growth
Launch Date 29 Aug 03
NAV (13 Jan 21) ₹3,235.97 ↑ 0.04   (0.00 %)
Net Assets (Cr) ₹1,557 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.95
Sharpe Ratio 1.53
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 2,500
Exit Load NIL
Yield to Maturity 5.11%
Effective Maturity 3 Months 29 Days
Modified Duration 3 Months 27 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,887
31 Dec 17₹11,610
31 Dec 18₹12,425
31 Dec 19₹12,831
31 Dec 20₹13,506

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 13 Jan 21

DurationReturns
1 Month 0.3%
3 Month 1.1%
6 Month 2.2%
1 Year 5.1%
3 Year 5.1%
5 Year 6.2%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.3%
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%
Fund Manager information for UTI Ultra Short Term Fund
NameSinceTenure
Sudhir Agarwal1 Jul 155.51 Yr.
Ritesh Nambiar1 Jul 155.51 Yr.

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

Asset Allocation
Asset ClassValue
Cash69.29%
Debt30.71%
Debt Sector Allocation
SectorValue
Cash Equivalent41.44%
Corporate39.04%
Government19.52%
Credit Quality
RatingValue
A10.44%
AA1.73%
AAA87.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.17% Govt Stock 2021
Sovereign Bonds | -
7%₹137 Cr1,350,000,000
Edelweiss Commodities Services Limited
Debentures | -
6%₹124 Cr1,250
364 DTB 29072021
Sovereign Bonds | -
5%₹98 Cr1,000,000,000
↑ 1,000,000,000
364 DTB 04032021
Sovereign Bonds | -
4%₹75 Cr750,000,000
Avanse Financial Services Limited
Debentures | -
3%₹65 Cr650
Housing Development Finance Corporation Limited
Debentures | -
2%₹51 Cr500
Power Finance Corporation Limited
Debentures | -
2%₹51 Cr500
Tata Capital Housing Finance Limited
Debentures | -
2%₹51 Cr500
182 DTB 25032021
Sovereign Bonds | -
2%₹50 Cr500,000,000
↑ 500,000,000
364 DTB 03062021
Sovereign Bonds | -
2%₹49 Cr500,000,000
↑ 500,000,000

5. 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 7.7% since its launch.  Ranked 78 in Ultrashort Bond category.  Return for 2020 was 5.1% , 2019 was 6.9% and 2018 was 6.9% .

Below is the key information for IDBI Ultra Short Term Fund

IDBI Ultra Short Term Fund
Growth
Launch Date 3 Sep 10
NAV (13 Jan 21) ₹2,153.55 ↑ 0.16   (0.01 %)
Net Assets (Cr) ₹368 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC IDBI Asset Management Limited
Rating
Risk Moderately Low
Expense Ratio 0.73
Sharpe Ratio 0.64
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
31 Dec 15₹10,000
31 Dec 16₹10,786
31 Dec 17₹11,411
31 Dec 18₹12,199
31 Dec 19₹13,041
31 Dec 20₹13,708

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 13 Jan 21

DurationReturns
1 Month 0.4%
3 Month 1.3%
6 Month 2.5%
1 Year 5.1%
3 Year 6.3%
5 Year 6.5%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.1%
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%
Fund Manager information for IDBI Ultra Short Term Fund
NameSinceTenure
Bhupesh Kalyani1 Feb 173.92 Yr.

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

Asset Allocation
Asset ClassValue
Cash57.51%
Debt42.49%
Debt Sector Allocation
SectorValue
Cash Equivalent38.07%
Corporate31.56%
Government30.36%
Credit Quality
RatingValue
AA21.08%
AAA78.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
364 DTB 22042021
Sovereign Bonds | -
13%₹50 Cr5,000,000
364 DTB 29072021
Sovereign Bonds | -
13%₹49 Cr5,000,000
Punjab National Bank
Debentures | -
5%₹17 Cr1,700,000
Vedanta Limited
Debentures | -
3%₹11 Cr1,120,000
Bank of Baroda
Debentures | -
2%₹8 Cr820,000
J.K.Cement Limited
Debentures | -
2%₹8 Cr2,500,000
The Tata Power Company Limited
Debentures | -
2%₹7 Cr700,000
Hindalco Industries Limited
Debentures | -
1%₹5 Cr450,000
Axis Bank Limited
Debentures | -
1%₹4 Cr370,000
ICICI Bank Limited
Debentures | -
1%₹3 Cr330,000

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 7.8% since its launch.  Ranked 40 in Ultrashort Bond category.  Return for 2020 was 5.1% , 2019 was 7.6% and 2018 was 7.3% .

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 (13 Jan 21) ₹2,116.25 ↑ 0.03   (0.00 %)
Net Assets (Cr) ₹1,034 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderate
Expense Ratio 0.53
Sharpe Ratio 1.2
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.46%
Effective Maturity 5 Months 3 Days
Modified Duration 4 Months 27 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,913
31 Dec 17₹11,692
31 Dec 18₹12,549
31 Dec 19₹13,502
31 Dec 20₹14,191

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 13 Jan 21

DurationReturns
1 Month 0.2%
3 Month 0.8%
6 Month 1.6%
1 Year 5%
3 Year 6.6%
5 Year 7.2%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.1%
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%
Fund Manager information for Invesco India Ultra Short Term Fund
NameSinceTenure
Krishna Cheemalapati4 Jan 200.99 Yr.
Vikas Garg16 Dec 200.04 Yr.

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

Asset Allocation
Asset ClassValue
Cash64.16%
Debt35.84%
Debt Sector Allocation
SectorValue
Corporate42.84%
Cash Equivalent38.39%
Government18.77%
Credit Quality
RatingValue
AA2.73%
AAA97.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
364 DTB 15072021
Sovereign Bonds | -
5%₹49 Cr5,000,000
6.17% Govt Stock 2021
Sovereign Bonds | -
4%₹41 Cr4,000,000
HDB Financial Services Limited
Debentures | -
4%₹38 Cr3,000,000
8.66% Maharashtra GS 2021
Sovereign Bonds | -
3%₹31 Cr3,005,600
National Bank For Agriculture and Rural Development
Debentures | -
3%₹31 Cr3,000,000
Small Industries Development Bank of India
Debentures | -
3%₹26 Cr2,500,000
Ultratech Cement Limited
Debentures | -
3%₹26 Cr2,500,000
Reliance Ports and Terminals Limited
Debentures | -
2%₹23 Cr2,200,000
Muthoot Finance Limited
Debentures | -
2%₹20 Cr2,000,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹16 Cr1,600,000

7. 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% since its launch.  Ranked 17 in Ultrashort Bond category.  Return for 2020 was 5% , 2019 was 7.6% and 2018 was 7.1% .

Below is the key information for Indiabulls Ultra Short Term Fund

Indiabulls Ultra Short Term Fund
Growth
Launch Date 6 Jan 12
NAV (13 Jan 21) ₹2,006.73 ↑ 0.11   (0.01 %)
Net Assets (Cr) ₹22 on 31 Oct 20
Category Debt - Ultrashort Bond
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.68
Sharpe Ratio 1.28
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
31 Dec 15₹10,000
31 Dec 16₹10,884
31 Dec 17₹11,637
31 Dec 18₹12,465
31 Dec 19₹13,406
31 Dec 20₹14,083

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 13 Jan 21

DurationReturns
1 Month 0.2%
3 Month 0.6%
6 Month 1.3%
1 Year 4.9%
3 Year 6.5%
5 Year 7.1%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5%
2019 7.6%
2018 7.1%
2017 6.9%
2016 8.8%
2015 8.8%
2014 9.3%
2013 8.8%
2012
2011
Fund Manager information for Indiabulls Ultra Short Term Fund
NameSinceTenure

Data below for Indiabulls Ultra Short Term Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent100%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ccil
CBLO/Reverse Repo | -
94%₹17 Cr16,800
↑ 16,800
Net Receivable/Payable
Net Current Assets | -
6%₹1 Cr

8. 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 7.6% since its launch.  Ranked 9 in Ultrashort Bond category.  Return for 2020 was 4.9% , 2019 was 7.5% and 2018 was 7.6% .

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 (13 Jan 21) ₹2,504.77 ↓ -0.36   (-0.01 %)
Net Assets (Cr) ₹421 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately Low
Expense Ratio 0.58
Sharpe Ratio 1.3
Information Ratio 0.98
Alpha Ratio -0.8
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.17%
Effective Maturity 4 Months 6 Days
Modified Duration 3 Months 29 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,915
31 Dec 17₹11,783
31 Dec 18₹12,679
31 Dec 19₹13,634
31 Dec 20₹14,309

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 13 Jan 21

DurationReturns
1 Month 0.2%
3 Month 0.8%
6 Month 1.7%
1 Year 4.9%
3 Year 6.6%
5 Year 7.4%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 4.9%
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%
Fund Manager information for BOI AXA Ultra Short Duration Fund
NameSinceTenure
Amit Modani5 Dec 182.08 Yr.

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

Asset Allocation
Asset ClassValue
Cash76.34%
Debt23.66%
Debt Sector Allocation
SectorValue
Cash Equivalent64.24%
Corporate24.28%
Government11.48%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 18022021
Sovereign Bonds | -
21%₹85 Cr8,500,000
↓ -1,500,000
Power Grid Corporation of India Limited
Debentures | -
6%₹26 Cr2,500,000
Housing Development Finance Corporation Limited
Debentures | -
6%₹25 Cr2,500,000
Power Finance Corporation Limited
Debentures | -
5%₹20 Cr2,000,000
REC Limited
Debentures | -
3%₹13 Cr1,250,000
Rural Electrification Corporation Limited
Debentures | -
3%₹10 Cr1,000,000
Repo
CBLO/Reverse Repo | -
24%₹98 Cr
Reliance Industries Limited
Commercial Paper | -
6%₹25 Cr2,500,000
National Bank For Agriculture And Rural Development
Commercial Paper | -
6%₹25 Cr2,500,000
↑ 2,500,000
LIC Housing Finance Limited
Commercial Paper | -
6%₹25 Cr2,500,000

9. Nippon India Ultra Short Duration Fund

(Erstwhile Reliance Liquid Fund - Cash Plan)

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and high liquidity. Accordingly, investments shall predominantly be made in Debt and Money Market Instruments.

Nippon India Ultra Short Duration Fund is a Debt - Ultrashort Bond fund was launched on 7 Dec 01. It is a fund with Low risk and has given a CAGR/Annualized return of 5.9% since its launch.  Ranked 62 in Ultrashort Bond category.  Return for 2020 was 4.9% , 2019 was 0.9% and 2018 was 7.3% .

Below is the key information for Nippon India Ultra Short Duration Fund

Nippon India Ultra Short Duration Fund
Growth
Launch Date 7 Dec 01
NAV (13 Jan 21) ₹3,015.8 ↑ 0.07   (0.00 %)
Net Assets (Cr) ₹620 on 30 Nov 20
Category Debt - Ultrashort Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Low
Expense Ratio 1.09
Sharpe Ratio 0.33
Information Ratio 0
Alpha Ratio 0
Min Investment 100
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.08%
Effective Maturity 7 Months 10 Days
Modified Duration 4 Months 27 Days

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,681
31 Dec 17₹11,301
31 Dec 18₹12,129
31 Dec 19₹12,235
31 Dec 20₹12,830

Nippon India 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 ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Nippon India 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 13 Jan 21

DurationReturns
1 Month 0.3%
3 Month 1.4%
6 Month 1.8%
1 Year 4.7%
3 Year 4.3%
5 Year 5.1%
10 Year
15 Year
Since launch 5.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 4.9%
2019 0.9%
2018 7.3%
2017 5.8%
2016 6.8%
2015 7.6%
2014 8.4%
2013 8.5%
2012 9.2%
2011 9%
Fund Manager information for Nippon India Ultra Short Duration Fund
NameSinceTenure
Vivek Sharma1 Oct 137.26 Yr.
Kinjal Desai25 May 182.61 Yr.

Data below for Nippon India Ultra Short Duration Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash64.48%
Debt35.52%
Debt Sector Allocation
SectorValue
Cash Equivalent60.45%
Corporate37.95%
Government1.61%
Credit Quality
RatingValue
A25.35%
AA23.85%
AAA50.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 18032021
Sovereign Bonds | -
16%₹99 Cr10,000,000
U.P. Power Corporation Limited
Debentures | -
11%₹65 Cr650
Ahmedabad-Maliya Tollway Limited
Debentures | -
6%₹38 Cr380
Asirvad Micro Finance Private Limited
Debentures | -
6%₹34 Cr335
REC Limited
Debentures | -
4%₹26 Cr250
↑ 250
Indinfravit Trust
Unlisted bonds | -
4%₹26 Cr250
INDIAN RECEIVABLE TRUST 18 FEB 2019
Unlisted bonds | -
2%₹15 Cr900
7.94% Govt Stock 2021
Sovereign Bonds | -
2%₹10 Cr1,000,000
↑ 1,000,000
JM Financial Asset Reconstruction Company Limited
Debentures | -
0%₹2 Cr20
Tata Housing Development Company Limited
Debentures | -
0%₹1 Cr10

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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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