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8 बेस्ट शॉर्ट टर्म म्यूचुअल फंड एसआईपी निवेश 2022 | Fincash.com

फिनकैश »म्यूचुअल फंड्स »शीर्ष शॉर्ट टर्म म्यूचुअल फंड एसआईपी योजनाएं

SIP 2022 में निवेश करने के लिए 8 सर्वश्रेष्ठ शॉर्ट टर्म म्यूचुअल फंड

Updated on March 29, 2023 , 35411 views

लघु अवधिम्यूचुअल फंड्स एक प्रकार के हैंडेट फंड जो निवेशकों को छोटी अवधि के लिए, यानी 1-3 साल तक निवेश करने की अनुमति देता है। ये फंड डेट सिक्योरिटीज में निवेश करते हैं और बेहतर रिटर्न अर्जित करने के लिए सावधि जमा के विकल्प की तलाश करने वाले निवेशकों के लिए आदर्श हैं। ये फंड आमतौर पर डेट इंस्ट्रूमेंट्स में निवेश करते हैं जैसे कि aजमा प्रमाणपत्र, सरकारी कागज और कॉर्पोरेट कागज।शॉर्ट टर्म डेट फंड्स अधिक लचीलेपन की अनुमति दें। निवेशक जब चाहें फंड से बाहर निकल सकते हैं। इसके अलावा, अन्य के विपरीतम्यूचुअल फंड के प्रकार, इस फंड में कोई निकासी शुल्क नहीं है।बेस्ट शॉर्ट टर्म म्यूचुअल फंड निवेशकों को कम में अच्छा रिटर्न कमाने की अनुमति देंमंडी जोखिम। इसलिए, जो निवेशक छोटी या मध्य अवधि के लिए निवेश करना चाहते हैं, वे इस योजना में निवेश कर सकते हैं और मूल्यवान रिटर्न और वृद्धि हासिल कर सकते हैं।

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Short Term MF

एसआईपी निवेश के लिए शीर्ष 8 सर्वश्रेष्ठ प्रदर्शन करने वाले शॉर्ट टर्म डेट फंड FY 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Short Term Income Fund Growth ₹26.7407
↑ 0.02
₹2,270 500 1.53.14.57.33.87.77%1Y 7M 28D2Y 3M
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹40.1023
↑ 0.04
₹5,045 1,000 1.63.14.76.54.28.02%2Y 7D2Y 6M 14D
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 ₹50.5295
↑ 0.06
₹14,561 1,000 1.73.35.76.24.78.1%1Y 5M 12D4Y 11M 19D
HDFC Short Term Debt Fund Growth ₹26.8221
↑ 0.03
₹11,029 300 1.63.34.45.83.57.84%2Y 1M 17D3Y 7M 21D
Axis Short Term Fund Growth ₹26.0068
↑ 0.03
₹7,096 1,000 1.63.24.35.53.77.87%2Y 4M 28D3Y 25D
Nippon India Short Term Fund Growth ₹44.3683
↑ 0.05
₹5,147 100 1.53.13.75.53.27.91%2Y 3M 29D2Y 9M 29D
Principal Short Term Debt Fund Growth ₹37.4056
↑ 0.04
₹200 2,000 1.73.34.35.43.57.53%1Y 5M 27D2Y 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 23
*ऊपर सर्वश्रेष्ठ की सूची हैअल्पावधि ऋण ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

1. 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 6.5% since its launch.  Ranked 10 in Short term Bond category.  Return for 2022 was 3.8% , 2021 was 8.4% and 2020 was 10.5% .

Below is the key information for UTI Short Term Income Fund

UTI Short Term Income Fund
Growth
Launch Date 19 Sep 07
NAV (31 Mar 23) ₹26.7407 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹2,270 on 28 Feb 23
Category Debt - Short term Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.94
Sharpe Ratio -1.44
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.77%
Effective Maturity 2 Years 3 Months
Modified Duration 1 Year 7 Months 28 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,657
31 Mar 20₹10,242
31 Mar 21₹11,104
31 Mar 22₹12,119
31 Mar 23₹12,660

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 ₹194,235.
Net Profit of ₹14,235
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 31 Mar 23

DurationReturns
1 Month 0.8%
3 Month 1.5%
6 Month 3.1%
1 Year 4.5%
3 Year 7.3%
5 Year 4.8%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 9%
Fund Manager information for UTI Short Term Income Fund
NameSinceTenure
Sudhir Agarwal25 Oct 1210.35 Yr.

Data below for UTI Short Term Income Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash19.41%
Debt80.59%
Debt Sector Allocation
SectorValue
Corporate61.31%
Government25.69%
Cash Equivalent12.99%
Credit Quality
RatingValue
AA16.65%
AAA83.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
12%₹271 Cr2,700,000,000
↓ -1,000,000,000
Rural Electrification Corporation Limited
Debentures | -
9%₹205 Cr20,500
↑ 20,500
Power Finance Corporation Ltd.
Debentures | -
9%₹200 Cr20,000
Axis Finance Limited
Debentures | -
7%₹160 Cr1,600
Small Industries Development Bank Of India
Debentures | -
7%₹149 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹100 Cr10,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹99 Cr1,000
India Grid TRust
Debentures | -
3%₹74 Cr750
Mahindra Rural Housing Finance Limited
Debentures | -
3%₹69 Cr700
Can Fin Homes Limited
Debentures | -
3%₹63 Cr650

2. 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 7.2% since its launch.  Ranked 18 in Short term Bond category.  Return for 2022 was 4.2% , 2021 was 3.8% and 2020 was 11.1% .

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 (31 Mar 23) ₹40.1023 ↑ 0.04   (0.10 %)
Net Assets (Cr) ₹5,045 on 28 Feb 23
Category Debt - Short term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.11
Sharpe Ratio -0.92
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 8.02%
Effective Maturity 2 Years 6 Months 14 Days
Modified Duration 2 Years 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,711
31 Mar 20₹11,500
31 Mar 21₹12,674
31 Mar 22₹13,272
31 Mar 23₹13,902

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 31 Mar 23

DurationReturns
1 Month 0.9%
3 Month 1.6%
6 Month 3.1%
1 Year 4.7%
3 Year 6.5%
5 Year 6.8%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 10.1%
Fund Manager information for Aditya Birla Sun Life Short Term Opportunities Fund
NameSinceTenure
Kaustubh Gupta11 Sep 148.47 Yr.
Mohit Sharma6 Aug 202.57 Yr.

Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash6.38%
Debt93.62%
Debt Sector Allocation
SectorValue
Corporate50.21%
Government42.86%
Cash Equivalent3.52%
Securitized3.42%
Credit Quality
RatingValue
AA20.66%
AAA79.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26 8/22/2032 12:00:00 Am
Sovereign Bonds | -
8%₹422 Cr42,511,700
↑ 5,000,000
National Bank For Agriculture And Rural Development
Debentures | -
6%₹297 Cr30,000
↑ 30,000
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
3%₹176 Cr17,500,000
↑ 5,000,000
Housing Development Finance Corporation Ltd
Debentures | -
3%₹149 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹149 Cr15,000
Shriram Finance Limited
Debentures | -
3%₹141 Cr1,400
State Bank Of India
Debentures | -
3%₹139 Cr1,450
Bajaj Housing Finance Limited
Debentures | -
3%₹137 Cr1,400
State Bank Of India
Debentures | -
2%₹121 Cr1,204
7.42 9/22/2033 12:00:00 Am
Sovereign Bonds | -
2%₹100 Cr10,000,000

3. 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 Mar 18₹10,000
31 Mar 19₹10,718
31 Mar 20₹11,416
31 Mar 21₹12,347

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 31 Mar 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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

4. 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 7.9% since its launch.  Ranked 11 in Short term Bond category.  Return for 2022 was 4.7% , 2021 was 3.9% and 2020 was 10.6% .

Below is the key information for ICICI Prudential Short Term Fund

ICICI Prudential Short Term Fund
Growth
Launch Date 25 Oct 01
NAV (31 Mar 23) ₹50.5295 ↑ 0.06   (0.11 %)
Net Assets (Cr) ₹14,561 on 28 Feb 23
Category Debt - Short term Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.14
Sharpe Ratio -0.2
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 8.1%
Effective Maturity 4 Years 11 Months 19 Days
Modified Duration 1 Year 5 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,670
31 Mar 20₹11,651
31 Mar 21₹12,671
31 Mar 22₹13,203
31 Mar 23₹13,960

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 31 Mar 23

DurationReturns
1 Month 0.8%
3 Month 1.7%
6 Month 3.3%
1 Year 5.7%
3 Year 6.2%
5 Year 6.9%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.2%
Fund Manager information for ICICI Prudential Short Term Fund
NameSinceTenure
Manish Banthia19 Nov 0913.29 Yr.
Nikhil Kabra29 Dec 202.17 Yr.

Data below for ICICI Prudential Short Term Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash18.94%
Debt81.06%
Debt Sector Allocation
SectorValue
Corporate45.81%
Government44.98%
Cash Equivalent8.29%
Securitized0.92%
Credit Quality
RatingValue
AA14.94%
AAA85.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.42 9/22/2033 12:00:00 Am
Sovereign Bonds | -
12%₹1,693 Cr169,624,650
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
7%₹971 Cr96,699,900
↓ -40,000,000
7.69 10/30/2034 12:00:00 Am
Sovereign Bonds | -
6%₹938 Cr95,824,740
7.01 10/4/2028 12:00:00 Am
Sovereign Bonds | -
5%₹717 Cr72,756,299
Pipeline Infrastructure Limited
Debentures | -
2%₹367 Cr3,629
↓ -500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹346 Cr35,000
↑ 35,000
Small Industries Development Bank Of India
Debentures | -
2%₹300 Cr3,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹298 Cr30,000
↑ 16,500
7.26 8/22/2032 12:00:00 Am
Sovereign Bonds | -
2%₹264 Cr26,630,910
↑ 5,000,000
Godrej Industries Limited
Debentures | -
2%₹221 Cr2,250

5. 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 2022 was 3.5% , 2021 was 3.9% and 2020 was 11% .

Below is the key information for HDFC Short Term Debt Fund

HDFC Short Term Debt Fund
Growth
Launch Date 25 Jun 10
NAV (31 Mar 23) ₹26.8221 ↑ 0.03   (0.11 %)
Net Assets (Cr) ₹11,029 on 28 Feb 23
Category Debt - Short term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.74
Sharpe Ratio -1.44
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 7.84%
Effective Maturity 3 Years 7 Months 21 Days
Modified Duration 2 Years 1 Month 17 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,764
31 Mar 20₹11,807
31 Mar 21₹12,812
31 Mar 22₹13,399
31 Mar 23₹13,988

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 31 Mar 23

DurationReturns
1 Month 0.9%
3 Month 1.6%
6 Month 3.3%
1 Year 4.4%
3 Year 5.8%
5 Year 6.9%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 8.4%
Fund Manager information for HDFC Short Term Debt Fund
NameSinceTenure
Anil Bamboli25 Jun 1012.69 Yr.
Priya Ranjan1 May 220.83 Yr.

Data below for HDFC Short Term Debt Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash11.12%
Debt88.88%
Debt Sector Allocation
SectorValue
Corporate46.04%
Government43.81%
Cash Equivalent9.18%
Securitized0.97%
Credit Quality
RatingValue
AA22.2%
AAA77.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.01 10/4/2028 12:00:00 Am
Sovereign Bonds | -
5%₹571 Cr58,000,000
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
4%₹417 Cr41,500,000
↑ 5,000,000
6.79 5/15/2027 12:00:00 Am
Sovereign Bonds | -
3%₹358 Cr36,500,000
Samvardhana Motherson International Limited
Debentures | -
3%₹297 Cr3,000
7.1 4/18/2029 12:00:00 Am
Sovereign Bonds | -
3%₹292 Cr29,500,000
6.97 9/6/2026 12:00:00 Am
Sovereign Bonds | -
3%₹278 Cr28,000,000
Bharti Telecom Limited
Debentures | -
2%₹275 Cr2,750
State Bank Of India
Debentures | -
2%₹251 Cr2,500
7.59 1/11/2026 12:00:00 Am
Sovereign Bonds | -
2%₹242 Cr24,000,000
State Bank Of India
Debentures | -
2%₹230 Cr2,300

6. 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 2022 was 3.7% , 2021 was 3.5% and 2020 was 10.1% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (31 Mar 23) ₹26.0068 ↑ 0.03   (0.10 %)
Net Assets (Cr) ₹7,096 on 28 Feb 23
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0
Sharpe Ratio -1.46
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.87%
Effective Maturity 3 Years 25 Days
Modified Duration 2 Years 4 Months 28 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,731
31 Mar 20₹11,746
31 Mar 21₹12,677
31 Mar 22₹13,227
31 Mar 23₹13,798

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 31 Mar 23

DurationReturns
1 Month 0.9%
3 Month 1.6%
6 Month 3.2%
1 Year 4.3%
3 Year 5.5%
5 Year 6.7%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.3%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 1210.32 Yr.

Data below for Axis Short Term Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash7.97%
Debt92.03%
Debt Sector Allocation
SectorValue
Corporate57.17%
Government34.26%
Cash Equivalent5.53%
Securitized1.68%
Credit Quality
RatingValue
AA14.58%
AAA85.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
5%₹368 Cr36,634,600
↓ -18,500,000
Mahindra Rural Housing Finance Limited
Debentures | -
3%₹245 Cr2,500
Housing Development Finance Corporation Limited
Debentures | -
3%₹229 Cr2,300
↓ -500
Power Finance Corporation Ltd.
Debentures | -
3%₹225 Cr2,250
State Bank Of India
Debentures | -
3%₹223 Cr2,350
↑ 250
Bharti Telecom Limited
Debentures | -
3%₹200 Cr2,000
Hero Fincorp Limited
Debentures | -
3%₹200 Cr2,000
Small Industries Development Bank Of India
Debentures | -
3%₹199 Cr2,000
5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -
3%₹191 Cr20,000,000
↑ 5,000,000
Hero Fincorp Limited
Debentures | -
2%₹150 Cr1,500

7. 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 2022 was 3.2% , 2021 was 4.4% and 2020 was 9.5% .

Below is the key information for Nippon India Short Term Fund

Nippon India Short Term Fund
Growth
Launch Date 18 Dec 02
NAV (31 Mar 23) ₹44.3683 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹5,147 on 28 Feb 23
Category Debt - Short term Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.14
Sharpe Ratio -1.73
Information Ratio -0.79
Alpha Ratio -0.87
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.91%
Effective Maturity 2 Years 9 Months 29 Days
Modified Duration 2 Years 3 Months 29 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,639
31 Mar 20₹11,575
31 Mar 21₹12,500
31 Mar 22₹13,113
31 Mar 23₹13,595

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 31 Mar 23

DurationReturns
1 Month 0.9%
3 Month 1.5%
6 Month 3.1%
1 Year 3.7%
3 Year 5.5%
5 Year 6.3%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.5%
Fund Manager information for Nippon India Short Term Fund
NameSinceTenure
Vivek Sharma1 Feb 203.08 Yr.
Sushil Budhia31 Mar 211.92 Yr.

Data below for Nippon India Short Term Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash20.7%
Debt79.3%
Debt Sector Allocation
SectorValue
Corporate51.68%
Government34.07%
Cash Equivalent11.02%
Securitized3.23%
Credit Quality
RatingValue
AA10.91%
AAA89.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
5%₹251 Cr25,000,000
↓ -20,000,000
7.1 4/18/2029 12:00:00 Am
Sovereign Bonds | -
4%₹213 Cr21,500,000
↓ -1,000,000
India Grid TRust
Debentures | -
4%₹207 Cr2,100
Power Grid Corporation Of India Limited
Debentures | -
3%₹150 Cr15,000
Small Industries Development Bank Of India
Debentures | -
3%₹150 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹149 Cr1,500
Bharti Telecom Limited
Debentures | -
3%₹141 Cr1,400
HDB Financial Services 8.04%
Debentures | -
2%₹124 Cr1,250
LIC Housing Finance Limited
Debentures | -
2%₹124 Cr1,250
John Deere Financial India Private Limited
Debentures | -
2%₹120 Cr1,250

8. 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 2022 was 3.5% , 2021 was 3.2% and 2020 was 10.3% .

Below is the key information for Principal Short Term Debt Fund

Principal Short Term Debt Fund
Growth
Launch Date 9 May 03
NAV (31 Mar 23) ₹37.4056 ↑ 0.04   (0.11 %)
Net Assets (Cr) ₹200 on 28 Feb 23
Category Debt - Short term Bond
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderate
Expense Ratio 1
Sharpe Ratio -1.97
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 2,000
Exit Load NIL
Yield to Maturity 7.53%
Effective Maturity 2 Years 23 Days
Modified Duration 1 Year 5 Months 27 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 18₹10,000
31 Mar 19₹10,680
31 Mar 20₹10,488
31 Mar 21₹11,273
31 Mar 22₹11,767
31 Mar 23₹12,277

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 ₹194,235.
Net Profit of ₹14,235
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 31 Mar 23

DurationReturns
1 Month 0.9%
3 Month 1.7%
6 Month 3.3%
1 Year 4.3%
3 Year 5.4%
5 Year 4.2%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.8%
Fund Manager information for Principal Short Term Debt Fund
NameSinceTenure
Dwijendra Srivastava1 Jan 221.16 Yr.
Sandeep Agarwal1 Jan 221.16 Yr.

Data below for Principal Short Term Debt Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash26.41%
Debt73.59%
Debt Sector Allocation
SectorValue
Government45.61%
Corporate32.8%
Cash Equivalent21.59%
Credit Quality
RatingValue
AA4.16%
AAA95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
10%₹20 Cr2,000,000
6.69 6/27/2024 12:00:00 Am
Sovereign Bonds | -
7%₹15 Cr1,500,000
Power Finance Corporation Ltd.
Debentures | -
5%₹10 Cr1,000
↑ 1,000
LIC Housing Finance Limited
Debentures | -
5%₹10 Cr100
Sikka Ports & Terminals Limited
Debentures | -
5%₹10 Cr100
Small Industries Development Bank Of India
Debentures | -
5%₹10 Cr100
Chennai Petroleum Corporation Ltd.
Debentures | -
5%₹10 Cr100
5.22 6/15/2025 12:00:00 Am
Sovereign Bonds | -
5%₹10 Cr1,000,000
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹6 Cr79,276
ICICI Bank Limited
Debentures | -
2%₹5 Cr50

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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