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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 June 28, 2025 , 43448 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 (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
ICICI Prudential Short Term Fund Growth ₹60.3563
↑ 0.04
₹21,284 1,000 2.64.998.17.87.08%2Y 4M 17D4Y 18D
HDFC Short Term Debt Fund Growth ₹32.1329
↑ 0.02
₹17,019 300 2.64.99.37.98.36.87%2Y 9M4Y 1M 2D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹47.7087
↑ 0.03
₹9,193 1,000 2.54.897.77.96.92%2Y 8M 12D3Y 6M 18D
Axis Short Term Fund Growth ₹31.0314
↑ 0.02
₹9,494 1,000 2.85.19.57.786.83%2Y 7M 6D3Y 2M 23D
Nippon India Short Term Fund Growth ₹52.9999
↑ 0.03
₹7,058 100 2.85.19.57.686.87%2Y 8M 16D3Y 5M 26D
IDFC Bond Fund Short Term Plan Growth ₹57.3707
↑ 0.04
₹10,697 1,000 2.759.37.67.86.57%2Y 10M 10D3Y 7M 10D
Baroda Pioneer Short Term Bond Fund Growth ₹29.3493
↑ 0.02
₹275 500 2.859.17.67.76.83%2Y 8M 26D3Y 4M 28D
UTI Short Term Income Fund Growth ₹31.8225
↑ 0.02
₹2,822 500 2.54.78.97.67.96.69%2Y 8M 12D3Y 7M 24D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25
*ऊपर सर्वश्रेष्ठ की सूची हैअल्पावधि ऋण ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

1. 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 2024 was 7.8% , 2023 was 7.4% and 2022 was 4.7% .

Below is the key information for ICICI Prudential Short Term Fund

ICICI Prudential Short Term Fund
Growth
Launch Date 25 Oct 01
NAV (30 Jun 25) ₹60.3563 ↑ 0.04   (0.06 %)
Net Assets (Cr) ₹21,284 on 31 May 25
Category Debt - Short term Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.11
Sharpe Ratio 2.39
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 7.08%
Effective Maturity 4 Years 18 Days
Modified Duration 2 Years 4 Months 17 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,613
30 Jun 22₹10,919
30 Jun 23₹11,771
30 Jun 24₹12,637

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 30 Jun 25

DurationReturns
1 Month 0.4%
3 Month 2.6%
6 Month 4.9%
1 Year 9%
3 Year 8.1%
5 Year 6.6%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
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%
Fund Manager information for ICICI Prudential Short Term Fund
NameSinceTenure
Manish Banthia19 Nov 0915.54 Yr.
Nikhil Kabra29 Dec 204.42 Yr.

Data below for ICICI Prudential Short Term Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash4.68%
Debt95.07%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate63.47%
Government32.04%
Cash Equivalent4.23%
Credit Quality
RatingValue
AA17.9%
AAA82.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
6%₹1,374 Cr130,385,280
↓ -21,169,900
7.81% Govt Stock 2033
Sovereign Bonds | -
6%₹1,256 Cr120,951,240
↓ -550,030
6.99% Govt Stock 2034
Sovereign Bonds | -
3%₹710 Cr69,574,740
LIC Housing Finance Ltd
Debentures | -
3%₹615 Cr60,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹556 Cr55,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹516 Cr50,500
6.79% Govt Stock 2034
Sovereign Bonds | -
2%₹433 Cr41,814,710
↓ -57,090,690
Small Industries Development Bank Of India
Debentures | -
2%₹374 Cr37,000
Small Industries Development Bank Of India
Debentures | -
2%₹368 Cr36,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹353 Cr35,000

2. 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 8.1% since its launch.  Ranked 30 in Short term Bond category.  Return for 2024 was 8.3% , 2023 was 7.1% and 2022 was 3.5% .

Below is the key information for HDFC Short Term Debt Fund

HDFC Short Term Debt Fund
Growth
Launch Date 25 Jun 10
NAV (30 Jun 25) ₹32.1329 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹17,019 on 15 Jun 25
Category Debt - Short term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.71
Sharpe Ratio 2.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 6.87%
Effective Maturity 4 Years 1 Month 2 Days
Modified Duration 2 Years 9 Months

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,625
30 Jun 22₹10,909
30 Jun 23₹11,666
30 Jun 24₹12,527

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 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.6%
6 Month 4.9%
1 Year 9.3%
3 Year 7.9%
5 Year 6.5%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.3%
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%
Fund Manager information for HDFC Short Term Debt Fund
NameSinceTenure
Anil Bamboli25 Jun 1014.95 Yr.
Dhruv Muchhal22 Jun 231.95 Yr.

Data below for HDFC Short Term Debt Fund as on 15 Jun 25

Asset Allocation
Asset ClassValue
Cash8.33%
Debt91.43%
Other0.24%
Debt Sector Allocation
SectorValue
Corporate60.57%
Government31.99%
Cash Equivalent7.2%
Credit Quality
RatingValue
AA10.96%
AAA89.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
5%₹866 Cr82,500,000
Aditya Birla Renewables Limited
Debentures | -
3%₹445 Cr43,500
7.11% Govt Stock 2028
Sovereign Bonds | -
2%₹420 Cr41,500,000
Jubilant Beverages Limited
Debentures | -
2%₹389 Cr38,500
↑ 38,500
7.26% Govt Stock 2032
Sovereign Bonds | -
2%₹363 Cr34,500,000
Jamnagar Utilities & Power Private Limited
Debentures | -
2%₹333 Cr32,500
7.1% Govt Stock 2034
Sovereign Bonds | -
2%₹288 Cr27,500,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹257 Cr25,000
↑ 25,000
Bajaj Housing Finance Limited
Debentures | -
1%₹255 Cr25,000
Pipeline Infrastructure Limited
Debentures | -
1%₹254 Cr24,500

3. 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 2024 was 7.9% , 2023 was 6.9% and 2022 was 4.2% .

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 (30 Jun 25) ₹47.7087 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹9,193 on 31 May 25
Category Debt - Short term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.06
Sharpe Ratio 2.44
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 6.92%
Effective Maturity 3 Years 6 Months 18 Days
Modified Duration 2 Years 8 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,746
30 Jun 22₹11,077
30 Jun 23₹11,853
30 Jun 24₹12,684

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 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.5%
6 Month 4.8%
1 Year 9%
3 Year 7.7%
5 Year 6.7%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.9%
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%
Fund Manager information for Aditya Birla Sun Life Short Term Opportunities Fund
NameSinceTenure
Kaustubh Gupta11 Sep 1410.73 Yr.
Mohit Sharma6 Aug 204.82 Yr.

Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash8.44%
Debt91.35%
Other0.22%
Debt Sector Allocation
SectorValue
Corporate57.19%
Government36.38%
Cash Equivalent6.22%
Credit Quality
RatingValue
AA11.76%
AAA88.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rec Limited
Debentures | -
4%₹458 Cr45,000
↑ 45,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹434 Cr42,500
Power Grid Corporation Of India Limited
Debentures | -
4%₹426 Cr42,500
Indian Railway Finance Corporation Limited
Debentures | -
4%₹424 Cr42,500
↑ 20,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹393 Cr38,500
↑ 12,500
Tata Capital Housing Finance Limited
Debentures | -
3%₹349 Cr35,000
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹310 Cr29,500,000
Power Finance Corporation Limited
Debentures | -
2%₹274 Cr27,500
↑ 7,500
7.1% Govt Stock 2034
Sovereign Bonds | -
2%₹245 Cr23,406,400
Small Industries Development Bank Of India
Debentures | -
2%₹240 Cr23,500

4. 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 7.6% since its launch.  Ranked 26 in Short term Bond category.  Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3.7% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (30 Jun 25) ₹31.0314 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹9,494 on 31 May 25
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.92
Sharpe Ratio 2.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.83%
Effective Maturity 3 Years 2 Months 23 Days
Modified Duration 2 Years 7 Months 6 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,525
30 Jun 22₹10,821
30 Jun 23₹11,543
30 Jun 24₹12,337

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 30 Jun 25

DurationReturns
1 Month 0.3%
3 Month 2.8%
6 Month 5.1%
1 Year 9.5%
3 Year 7.7%
5 Year 6.2%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8%
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%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 1212.58 Yr.
Aditya Pagaria3 Jul 231.91 Yr.

Data below for Axis Short Term Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash14.37%
Debt85.41%
Other0.22%
Debt Sector Allocation
SectorValue
Corporate62.34%
Government29.31%
Cash Equivalent8.13%
Credit Quality
RatingValue
AA15.31%
AAA84.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
7%₹824 Cr78,500,000
↓ -19,500,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹470 Cr46,000
↑ 10,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹316 Cr31,000
↑ 13,500
Power Finance Corporation Limited
Debentures | -
3%₹299 Cr30,000
↑ 20,000
6.79% Govt Stock 2031
Sovereign Bonds | -
2%₹257 Cr25,000,000
↑ 15,500,000
Rec Limited
Debentures | -
2%₹241 Cr23,604
↑ 13,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹204 Cr20,000
Rec Limited
Debentures | -
2%₹204 Cr20,000
↑ 20,000
Indigrid Infrastructure Trust
Debentures | -
2%₹193 Cr19,000
Small Industries Development Bank Of India
Debentures | -
1%₹153 Cr15,000

5. 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 7.7% since its launch.  Ranked 17 in Short term Bond category.  Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3.2% .

Below is the key information for Nippon India Short Term Fund

Nippon India Short Term Fund
Growth
Launch Date 18 Dec 02
NAV (30 Jun 25) ₹52.9999 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹7,058 on 31 May 25
Category Debt - Short term Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.96
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.87%
Effective Maturity 3 Years 5 Months 26 Days
Modified Duration 2 Years 8 Months 16 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,604
30 Jun 22₹10,879
30 Jun 23₹11,594
30 Jun 24₹12,396

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 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.8%
6 Month 5.1%
1 Year 9.5%
3 Year 7.6%
5 Year 6.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8%
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%
Fund Manager information for Nippon India Short Term Fund
NameSinceTenure
Vivek Sharma1 Feb 205.33 Yr.
Kinjal Desai25 May 187.02 Yr.
Sushil Budhia31 Mar 214.17 Yr.

Data below for Nippon India Short Term Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash5.61%
Debt94.14%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate61.49%
Government34.73%
Cash Equivalent3.54%
Credit Quality
RatingValue
AA9.89%
AAA90.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.32% Govt Stock 2030
Sovereign Bonds | -
6%₹506 Cr48,000,000
↓ -2,500,000
7.17% Govt Stock 2030
Sovereign Bonds | -
6%₹486 Cr46,500,000
7.02% Govt Stock 2031
Sovereign Bonds | -
3%₹260 Cr25,000,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹225 Cr22,000
↑ 8,500
Aditya Birla Housing Finance Limited
Debentures | -
2%₹203 Cr20,000
Bajaj Housing Finance Limited
Debentures | -
2%₹175 Cr17,500
↑ 17,500
Small Industries Development Bank Of India
Debentures | -
2%₹170 Cr16,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹170 Cr16,500
Can Fin Homes Limited
Debentures | -
2%₹167 Cr16,500
7.1% Govt Stock 2029
Sovereign Bonds | -
2%₹166 Cr16,000,000

6. IDFC Bond Fund Short Term Plan

(Erstwhile IDFC Super Saver Income Fund - Short Term Plan)

The primary investment objective of the scheme is to seek to generate stable returns with a low-risk strategy by creating a portfolio that is invested in good quality fixed income & Money Market securities. However, there can be no assurance that the investment objectives of the scheme will be realized.

IDFC Bond Fund Short Term Plan is a Debt - Short term Bond fund was launched on 14 Dec 00. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 47 in Short term Bond category.  Return for 2024 was 7.8% , 2023 was 6.9% and 2022 was 2.8% .

Below is the key information for IDFC Bond Fund Short Term Plan

IDFC Bond Fund Short Term Plan
Growth
Launch Date 14 Dec 00
NAV (30 Jun 25) ₹57.3707 ↑ 0.04   (0.06 %)
Net Assets (Cr) ₹10,697 on 31 May 25
Category Debt - Short term Bond
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.77
Sharpe Ratio 2.45
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.57%
Effective Maturity 3 Years 7 Months 10 Days
Modified Duration 2 Years 10 Months 10 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,458
30 Jun 22₹10,665
30 Jun 23₹11,365
30 Jun 24₹12,159

IDFC Bond Fund Short Term Plan 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 IDFC Bond Fund Short Term Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.7%
6 Month 5%
1 Year 9.3%
3 Year 7.6%
5 Year 5.8%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 6.9%
2022 2.8%
2021 3.4%
2020 9.7%
2019 9.7%
2018 6.5%
2017 5.9%
2016 8.8%
2015 8.1%
Fund Manager information for IDFC Bond Fund Short Term Plan
NameSinceTenure
Suyash Choudhary11 Mar 1114.24 Yr.
Brijesh Shah10 Jun 240.98 Yr.

Data below for IDFC Bond Fund Short Term Plan as on 31 May 25

Asset Allocation
Asset ClassValue
Cash29.41%
Debt70.34%
Other0.25%
Debt Sector Allocation
SectorValue
Government47.82%
Corporate41.2%
Cash Equivalent10.73%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
20%₹2,116 Cr201,600,000
↑ 199,900,000
7.26% Govt Stock 2033
Sovereign Bonds | -
15%₹1,646 Cr156,200,000
↓ -30,200,000
Bajaj Housing Finance Limited
Debentures | -
5%₹482 Cr47,500,000
Tata Capital Limited
Debentures | -
4%₹445 Cr44,100,000
7.26% Govt Stock 2032
Sovereign Bonds | -
3%₹363 Cr34,500,000
↑ 34,500,000
Bajaj Finance Limited
Debentures | -
3%₹291 Cr29,000,000
LIC Housing Finance Ltd
Debentures | -
3%₹274 Cr27,000,000
Tata Capital Housing Finance Limited
Debentures | -
2%₹253 Cr25,000,000
LIC Housing Finance Ltd
Debentures | -
2%₹249 Cr24,500,000
Bajaj Housing Finance Limited
Debentures | -
2%₹177 Cr17,500,000

7. Baroda Pioneer Short Term Bond Fund

The objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

Baroda Pioneer Short Term Bond Fund is a Debt - Short term Bond fund was launched on 30 Jun 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 21 in Short term Bond category.  Return for 2024 was 7.7% , 2023 was 7% and 2022 was 3% .

Below is the key information for Baroda Pioneer Short Term Bond Fund

Baroda Pioneer Short Term Bond Fund
Growth
Launch Date 30 Jun 10
NAV (30 Jun 25) ₹29.3493 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹275 on 31 May 25
Category Debt - Short term Bond
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.04
Sharpe Ratio 2.09
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.25%),15 Days and above(NIL)
Yield to Maturity 6.83%
Effective Maturity 3 Years 4 Months 28 Days
Modified Duration 2 Years 8 Months 26 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,518
30 Jun 22₹10,721
30 Jun 23₹11,458
30 Jun 24₹12,233

Baroda Pioneer Short Term Bond 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 Baroda Pioneer Short Term Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.8%
6 Month 5%
1 Year 9.1%
3 Year 7.6%
5 Year 6%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.7%
2023 7%
2022 3%
2021 3.7%
2020 7.5%
2019 8.8%
2018 7.1%
2017 7.6%
2016 9.5%
2015 8.6%
Fund Manager information for Baroda Pioneer Short Term Bond Fund
NameSinceTenure
Gurvinder Wasan21 Oct 240.69 Yr.
Vikram Pamnani10 Jul 240.97 Yr.

Data below for Baroda Pioneer Short Term Bond Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash3.44%
Debt96.31%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate64.19%
Government32.11%
Cash Equivalent3.44%
Credit Quality
RatingValue
AA10.68%
AAA89.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2031
Sovereign Bonds | -
9%₹26 Cr2,500,000
↑ 2,500,000
National Bank For Agriculture And Rural Development
Debentures | -
6%₹15 Cr1,500
↑ 1,500
National Housing Bank
Debentures | -
6%₹15 Cr1,500
Power Finance Corporation Limited
Debentures | -
6%₹15 Cr1,500
Small Industries Development Bank Of India
Debentures | -
5%₹13 Cr1,300
↑ 1,300
Hindustan Petroleum Corporation Limited
Debentures | -
4%₹12 Cr120
7.08% Karnataka State Development Loans (12/08/2031)
Sovereign Bonds | -
4%₹10 Cr1,000,000
Larsen And Toubro Limited
Debentures | -
4%₹10 Cr1,000
Ultratech Cement Limited
Debentures | -
4%₹10 Cr1,000
↑ 1,000
Shriram Finance Limited
Debentures | -
4%₹10 Cr1,000
↑ 1,000

8. 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 6.7% since its launch.  Ranked 10 in Short term Bond category.  Return for 2024 was 7.9% , 2023 was 6.9% and 2022 was 3.8% .

Below is the key information for UTI Short Term Income Fund

UTI Short Term Income Fund
Growth
Launch Date 19 Sep 07
NAV (30 Jun 25) ₹31.8225 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹2,822 on 31 May 25
Category Debt - Short term Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.94
Sharpe Ratio 2.1
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.69%
Effective Maturity 3 Years 7 Months 24 Days
Modified Duration 2 Years 8 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,517
30 Jun 22₹11,310
30 Jun 23₹12,077
30 Jun 24₹12,931

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 30 Jun 25

DurationReturns
1 Month 0.2%
3 Month 2.5%
6 Month 4.7%
1 Year 8.9%
3 Year 7.6%
5 Year 7.1%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.9%
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%
Fund Manager information for UTI Short Term Income Fund
NameSinceTenure
Anurag Mittal8 Apr 250.15 Yr.
Sudhir Agarwal25 Oct 1212.61 Yr.

Data below for UTI Short Term Income Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash7.97%
Debt91.8%
Other0.23%
Debt Sector Allocation
SectorValue
Corporate71.94%
Government24.47%
Cash Equivalent3.36%
Credit Quality
RatingValue
AA9.97%
AAA90.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -
10%₹314 Cr3,050,000,000
LIC Housing Finance Ltd
Debentures | -
6%₹179 Cr1,750
National Housing Bank
Debentures | -
6%₹179 Cr17,500
Small Industries Development Bank Of India
Debentures | -
6%₹179 Cr17,500
Power Finance Corporation Limited
Debentures | -
6%₹178 Cr17,500
Axis Bank Ltd.
Debentures | -
5%₹141 Cr1,500,000,000
↑ 1,500,000,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹127 Cr12,500
↓ -5,000
Export Import Bank Of India
Debentures | -
4%₹127 Cr12,500
↑ 12,500
Mankind Pharma Limited
Debentures | -
3%₹102 Cr10,000
↑ 2,500
Export-Import Bank of India
Domestic Bonds | -
3%₹94 Cr1,000,000,000
↑ 1,000,000,000

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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