+91-22-48913909ਸਾਲ 2019 ਲਈ ਚੋਟੀ ਦੇ 10 ਸਰਬੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਡੈਬਿਟ ਫੰਡ
ਘੱਟ ਸਮੇਂ ਲਈਡੈਬਟ ਫੰਡ ਨਿਸ਼ਚਤ ਆਮਦਨੀ ਸਕੀਮਾਂ ਦਾ ਇਕ ਹਿੱਸਾ ਹਨ ਜੋ ਆਪਣੀ ਹਿੱਸੇਦਾਰੀ ਆਮਦਨੀ ਸਾਧਨਾਂ ਵਿਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਆਮ ਤੌਰ 'ਤੇ ਮਿਆਦ ਪੂਰੀ ਹੋਣ ਦੀ ਮਿਆਦ ਤਿੰਨ ਸਾਲਾਂ ਤੋਂ ਘੱਟ ਹੁੰਦੀ ਹੈ. ਕੁਝ ਯੰਤਰ ਜਿਸ ਵਿੱਚ ਇਹ ਯੋਜਨਾਵਾਂ ਆਪਣੇ ਫੰਡ ਦੀ ਰਕਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀਆਂ ਹਨ ਸ਼ਾਮਲ ਹਨਵਪਾਰਕ ਪੇਪਰ, ਡਿਪਾਜ਼ਿਟ ਦਾ ਸਰਟੀਫਿਕੇਟ ਅਤੇ ਕਾਰਪੋਰੇਟਬਾਂਡ. ਉਹ ਲੋਕ ਜੋ 1-3 ਸਾਲ ਦੇ ਨਿਵੇਸ਼ ਦੇ ਕਾਰਜਕਾਲ ਲਈ ਉੱਚ ਮੁਨਾਫਾ ਕਮਾਉਣ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨ ਅਤੇ ਘੱਟ-ਜੋਖਮ ਭੁੱਖ ਵਿਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹੋਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਕਰਜ਼ੇ ਫੰਡ. ਇਹ ਫੰਡ ਜ਼ਿਆਦਾ ਵਿਆਜ ਦਰ ਦੇ ਜੋਖਮ ਨਾਲ ਪ੍ਰਭਾਵਤ ਨਹੀਂ ਹੁੰਦੇ. ਸਾਲ 2019 ਵਿੱਚ, ਸ਼ਾਰਟ ਟਰਮ ਡੈਬਟ ਫੰਡਾਂ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਨਿਸ਼ਾਨੇ 'ਤੇ ਰਹੀ. ਉਹ 2019 ਵਿਚ ਆਪਣੇ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਇਕਸਾਰ ਰਿਟਰਨ ਲਿਆਉਣ ਦੇ ਯੋਗ ਹੋਏ ਹਨ. ਇਸ ਲਈ, ਆਓ ਆਪਾਂ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਅਤੇਸਰਬੋਤਮ ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ ਦੇ ਫੰਡ ਰਿਟਰਨ ਦੇ ਅਧਾਰ 'ਤੇ 2019 ਵਿਚ.
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ਸਾਲ 2019 ਲਈ ਸਰਬੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਕਰਜ਼ੇ ਦੇ ਫੰਡ
Fund NAV Net Assets (Cr) 2025 (%) 2024 (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Short Term Fund Growth ₹33.1032
↑ 0.01 ₹8,010 8.1 8 6.8 7.4% 2Y 6M 22D 3Y 6M 14D ICICI Prudential Short Term Fund Growth ₹64.5516
↑ 0.01 ₹19,260 8 7.8 7.4 7.61% 2Y 11M 5D 4Y 10M 13D Nippon India Short Term Fund Growth ₹56.3715
↑ 0.00 ₹7,189 7.9 8 6.8 7.46% 2Y 5M 19D 2Y 11M 5D HDFC Short Term Debt Fund Growth ₹34.2392
↑ 0.01 ₹15,081 7.8 8.3 7.1 7.48% 2Y 6M 3Y 6M 18D SBI Short Term Debt Fund Growth ₹34.2002
↑ 0.01 ₹14,001 7.8 7.7 6.7 7.5% 2Y 7M 24D 3Y 7M 10D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹50.7958
↑ 0.01 ₹5,831 7.7 7.9 6.9 7.76% 2Y 8M 16D 3Y 6M 18D Baroda Pioneer Short Term Bond Fund Growth ₹31.099
↑ 0.01 ₹256 7.5 7.7 7 7.22% 2Y 4D 2Y 6M 22D Invesco India Short Term Fund Growth ₹3,780.82
↑ 1.31 ₹638 7.5 7.9 6.2 7.09% 2Y 7M 20D 3Y 3M 14D Bandhan Bond Fund Short Term Plan Growth ₹61.212
↑ 0.01 ₹9,279 7.5 7.8 6.9 7.06% 2Y 9M 18D 4Y 4D Indiabulls Short Term Fund Growth ₹2,215.23
↑ 0.24 ₹96 7.4 6.7 5.5 6.46% 1Y 8M 1D 1Y 11M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Axis Short Term Fund ICICI Prudential Short Term Fund Nippon India Short Term Fund HDFC Short Term Debt Fund SBI Short Term Debt Fund Aditya Birla Sun Life Short Term Opportunities Fund Baroda Pioneer Short Term Bond Fund Invesco India Short Term Fund Bandhan Bond Fund Short Term Plan Indiabulls Short Term Fund Point 1 Upper mid AUM (₹8,010 Cr). Highest AUM (₹19,260 Cr). Lower mid AUM (₹7,189 Cr). Top quartile AUM (₹15,081 Cr). Upper mid AUM (₹14,001 Cr). Lower mid AUM (₹5,831 Cr). Bottom quartile AUM (₹256 Cr). Bottom quartile AUM (₹638 Cr). Upper mid AUM (₹9,279 Cr). Bottom quartile AUM (₹96 Cr). Point 2 Established history (16+ yrs). Established history (24+ yrs). Established history (23+ yrs). Established history (16+ yrs). Established history (19+ yrs). Established history (23+ yrs). Established history (16+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Established history (13+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 4★ (top quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 5.67% (upper mid). 1Y return: 5.96% (top quartile). 1Y return: 5.52% (lower mid). 1Y return: 5.65% (upper mid). 1Y return: 5.14% (bottom quartile). 1Y return: 5.52% (upper mid). 1Y return: 5.13% (bottom quartile). 1Y return: 4.82% (bottom quartile). 1Y return: 6.08% (top quartile). 1Y return: 5.15% (lower mid). Point 6 1M return: 0.23% (upper mid). 1M return: 0.25% (upper mid). 1M return: 0.15% (bottom quartile). 1M return: 0.18% (lower mid). 1M return: 0.14% (bottom quartile). 1M return: 0.21% (lower mid). 1M return: 0.39% (top quartile). 1M return: 0.02% (bottom quartile). 1M return: 0.28% (upper mid). 1M return: 0.29% (top quartile). Point 7 Sharpe: -0.05 (top quartile). Sharpe: 0.06 (top quartile). Sharpe: -0.15 (lower mid). Sharpe: -0.06 (upper mid). Sharpe: -0.29 (lower mid). Sharpe: -0.12 (upper mid). Sharpe: -0.47 (bottom quartile). Sharpe: -0.43 (bottom quartile). Sharpe: -0.09 (upper mid). Sharpe: -0.44 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.40% (lower mid). Yield to maturity (debt): 7.61% (top quartile). Yield to maturity (debt): 7.46% (upper mid). Yield to maturity (debt): 7.48% (upper mid). Yield to maturity (debt): 7.50% (upper mid). Yield to maturity (debt): 7.76% (top quartile). Yield to maturity (debt): 7.22% (lower mid). Yield to maturity (debt): 7.09% (bottom quartile). Yield to maturity (debt): 7.06% (bottom quartile). Yield to maturity (debt): 6.46% (bottom quartile). Point 10 Modified duration: 2.56 yrs (upper mid). Modified duration: 2.93 yrs (bottom quartile). Modified duration: 2.47 yrs (upper mid). Modified duration: 2.50 yrs (upper mid). Modified duration: 2.65 yrs (lower mid). Modified duration: 2.71 yrs (bottom quartile). Modified duration: 2.01 yrs (top quartile). Modified duration: 2.64 yrs (lower mid). Modified duration: 2.80 yrs (bottom quartile). Modified duration: 1.67 yrs (top quartile). Axis Short Term Fund
ICICI Prudential Short Term Fund
Nippon India Short Term Fund
HDFC Short Term Debt Fund
SBI Short Term Debt Fund
Aditya Birla Sun Life Short Term Opportunities Fund
Baroda Pioneer Short Term Bond Fund
Invesco India Short Term Fund
Bandhan Bond Fund Short Term Plan
Indiabulls Short Term Fund
ਸਾਲ 2019 ਲਈ ਚੋਟੀ ਦੇ 10 ਪ੍ਰਦਰਸ਼ਨਸ਼ੀਲ ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਕਰਜ਼ੇ ਦੇ ਫੰਡ
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. Below is the key information for Axis Short Term Fund Returns up to 1 year are on 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. Research Highlights for ICICI Prudential Short Term Fund Below is the key information for ICICI Prudential Short Term Fund Returns up to 1 year are on 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. Research Highlights for Nippon India Short Term Fund Below is the key information for Nippon India Short Term Fund Returns up to 1 year are on (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. Research Highlights for HDFC Short Term Debt Fund Below is the key information for HDFC Short Term Debt Fund Returns up to 1 year are on To provide investors with an opportunity to generate regular income through investments in a portfolio comprising of debt instruments which are rated not below investment grade by a credit rating agency,
and money market instruments. Research Highlights for SBI Short Term Debt Fund Below is the key information for SBI Short Term Debt Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Short Term Opportunities Fund Below is the key information for Aditya Birla Sun Life Short Term Opportunities Fund Returns up to 1 year are on The objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities. Research Highlights for Baroda Pioneer Short Term Bond Fund Below is the key information for Baroda Pioneer Short Term Bond Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate steady returns with a moderate risk for investors by investing in a portfolio of short-medium term debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for Invesco India Short Term Fund Below is the key information for Invesco India Short Term Fund Returns up to 1 year are on (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. Research Highlights for Bandhan Bond Fund Short Term Plan Below is the key information for Bandhan Bond Fund Short Term Plan Returns up to 1 year are on The scheme will endeavor to generate stable returns over short term 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. Research Highlights for Indiabulls Short Term Fund Below is the key information for Indiabulls Short Term Fund Returns up to 1 year are on 1. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (09 Sep 26) ₹33.1032 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹8,010 on 31 Jul 26 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio -0.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 3 Years 6 Months 14 Days Modified Duration 2 Years 6 Months 22 Days Growth of 10,000 investment over the years.
Date Value Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.6% 6 Month 3.1% 1 Year 5.7% 3 Year 7.3% 5 Year 6.2% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.1% 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% Fund Manager information for Axis Short Term Fund
Name Since Tenure Data below for Axis Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Short Term Fund
ICICI Prudential Short Term Fund
Growth Launch Date 25 Oct 01 NAV (09 Sep 26) ₹64.5516 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹19,260 on 31 Jul 26 Category Debt - Short term Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.04 Sharpe Ratio 0.06 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 7.61% Effective Maturity 4 Years 10 Months 13 Days Modified Duration 2 Years 11 Months 5 Days Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.7% 6 Month 3.2% 1 Year 6% 3 Year 7.3% 5 Year 6.5% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 8% 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% Fund Manager information for ICICI Prudential Short Term Fund
Name Since Tenure Data below for ICICI Prudential Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Nippon India Short Term Fund
Nippon India Short Term Fund
Growth Launch Date 18 Dec 02 NAV (09 Sep 26) ₹56.3715 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹7,189 on 31 Jul 26 Category Debt - Short term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.94 Sharpe Ratio -0.16 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.46% Effective Maturity 2 Years 11 Months 5 Days Modified Duration 2 Years 5 Months 19 Days Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.1% 3 Month 1.5% 6 Month 2.8% 1 Year 5.5% 3 Year 7.2% 5 Year 6% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.9% 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% Fund Manager information for Nippon India Short Term Fund
Name Since Tenure Data below for Nippon India Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Short Term Debt Fund
HDFC Short Term Debt Fund
Growth Launch Date 25 Jun 10 NAV (09 Sep 26) ₹34.2392 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹15,081 on 31 Jul 26 Category Debt - Short term Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.69 Sharpe Ratio -0.06 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.48% Effective Maturity 3 Years 6 Months 18 Days Modified Duration 2 Years 6 Months Growth of 10,000 investment over the years.
Date Value Returns for HDFC Short Term Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.6% 6 Month 2.9% 1 Year 5.7% 3 Year 7.3% 5 Year 6.3% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 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% Fund Manager information for HDFC Short Term Debt Fund
Name Since Tenure Data below for HDFC Short Term Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. SBI Short Term Debt Fund
SBI Short Term Debt Fund
Growth Launch Date 27 Jul 07 NAV (09 Sep 26) ₹34.2002 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹14,001 on 31 Jul 26 Category Debt - Short term Bond AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.84 Sharpe Ratio -0.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.5% Effective Maturity 3 Years 7 Months 10 Days Modified Duration 2 Years 7 Months 24 Days Growth of 10,000 investment over the years.
Date Value Returns for SBI Short Term Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.1% 3 Month 1.5% 6 Month 2.7% 1 Year 5.1% 3 Year 6.9% 5 Year 5.9% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 2024 7.7% 2023 6.7% 2022 3.5% 2021 2.8% 2020 9.9% 2019 9.5% 2018 6% 2017 5.7% 2016 9.9% Fund Manager information for SBI Short Term Debt Fund
Name Since Tenure Data below for SBI Short Term Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life Short Term Opportunities Fund
Aditya Birla Sun Life Short Term Opportunities Fund
Growth Launch Date 9 May 03 NAV (09 Sep 26) ₹50.7958 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹5,831 on 31 Jul 26 Category Debt - Short term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1 Sharpe Ratio -0.13 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-90 Days (0.5%),90 Days and above(NIL) Yield to Maturity 7.76% Effective Maturity 3 Years 6 Months 18 Days Modified Duration 2 Years 8 Months 16 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Short Term Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.7% 6 Month 2.9% 1 Year 5.5% 3 Year 7.1% 5 Year 6.2% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.7% 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% Fund Manager information for Aditya Birla Sun Life Short Term Opportunities Fund
Name Since Tenure Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Baroda Pioneer Short Term Bond Fund
Baroda Pioneer Short Term Bond Fund
Growth Launch Date 30 Jun 10 NAV (09 Sep 26) ₹31.099 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹256 on 31 Jul 26 Category Debt - Short term Bond AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.05 Sharpe Ratio -0.47 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 7.22% Effective Maturity 2 Years 6 Months 22 Days Modified Duration 2 Years 4 Days Growth of 10,000 investment over the years.
Date Value Returns for Baroda Pioneer Short Term Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.4% 3 Month 1.7% 6 Month 2.9% 1 Year 5.1% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.5% 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% Fund Manager information for Baroda Pioneer Short Term Bond Fund
Name Since Tenure Data below for Baroda Pioneer Short Term Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Invesco India Short Term Fund
Invesco India Short Term Fund
Growth Launch Date 24 Mar 07 NAV (09 Sep 26) ₹3,780.82 ↑ 1.31 (0.03 %) Net Assets (Cr) ₹638 on 31 Jul 26 Category Debt - Short term Bond AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderate Expense Ratio 1.04 Sharpe Ratio -0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.09% Effective Maturity 3 Years 3 Months 14 Days Modified Duration 2 Years 7 Months 20 Days Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0% 3 Month 1.4% 6 Month 2.5% 1 Year 4.8% 3 Year 6.8% 5 Year 5.5% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.5% 2024 7.9% 2023 6.2% 2022 2.6% 2021 2.6% 2020 9.5% 2019 9.3% 2018 5.5% 2017 4.8% 2016 9.6% Fund Manager information for Invesco India Short Term Fund
Name Since Tenure Data below for Invesco India Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Bandhan Bond Fund Short Term Plan
Bandhan Bond Fund Short Term Plan
Growth Launch Date 14 Dec 00 NAV (09 Sep 26) ₹61.212 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹9,279 on 15 Jul 26 Category Debt - Short term Bond AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately Low Expense Ratio 0.8 Sharpe Ratio -0.09 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.06% Effective Maturity 4 Years 4 Days Modified Duration 2 Years 9 Months 18 Days Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Bond Fund Short Term Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.3% 3 Month 1.8% 6 Month 3.5% 1 Year 6.1% 3 Year 7.3% 5 Year 6% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.5% 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% Fund Manager information for Bandhan Bond Fund Short Term Plan
Name Since Tenure Data below for Bandhan Bond Fund Short Term Plan as on 15 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Indiabulls Short Term Fund
Indiabulls Short Term Fund
Growth Launch Date 13 Sep 13 NAV (09 Sep 26) ₹2,215.23 ↑ 0.24 (0.01 %) Net Assets (Cr) ₹96 on 31 Jul 26 Category Debt - Short term Bond AMC Indiabulls Asset Management Company Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.52 Sharpe Ratio -0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.46% Effective Maturity 1 Year 11 Months 16 Days Modified Duration 1 Year 8 Months 1 Day Growth of 10,000 investment over the years.
Date Value Returns for Indiabulls Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.3% 3 Month 1.8% 6 Month 3% 1 Year 5.1% 3 Year 6.6% 5 Year 5.1% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 6.7% 2023 5.5% 2022 2% 2021 2.4% 2020 6.5% 2019 5% 2018 7.4% 2017 6% 2016 8.5% Fund Manager information for Indiabulls Short Term Fund
Name Since Tenure Data below for Indiabulls Short Term Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ਇੱਥੇ ਪ੍ਰਦਾਨ ਕੀਤੀ ਜਾਣਕਾਰੀ ਨੂੰ ਸਹੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ. ਹਾਲਾਂਕਿ, ਅੰਕੜਿਆਂ ਦੀ ਸ਼ੁੱਧਤਾ ਦੇ ਸੰਬੰਧ ਵਿੱਚ ਕੋਈ ਗਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਜਾਂਦੀ. ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਯੋਜਨਾ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਜਾਂਚ ਕਰੋ.
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