+91-22-48913909SIP 2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ 8 ਸਭ ਤੋਂ ਵਧੀਆ ਛੋਟੀ ਮਿਆਦ ਦੇ ਮਿਉਚੁਅਲ ਫੰਡ
ਘੱਟ ਸਮੇਂ ਲਈਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਇੱਕ ਕਿਸਮ ਹਨਕਰਜ਼ਾ ਫੰਡ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ, ਭਾਵ 1-3 ਸਾਲਾਂ ਤੱਕ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਇਜਾਜ਼ਤ ਦਿੰਦਾ ਹੈ। ਇਹ ਫੰਡ ਕਰਜ਼ੇ ਦੀਆਂ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਅਤੇ ਬਿਹਤਰ ਰਿਟਰਨ ਕਮਾਉਣ ਲਈ ਫਿਕਸਡ ਡਿਪਾਜ਼ਿਟ ਦੇ ਵਿਕਲਪ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਦਰਸ਼ ਹਨ। ਇਹ ਫੰਡ ਆਮ ਤੌਰ 'ਤੇ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਜਿਵੇਂ ਕਿ ਏਡਿਪਾਜ਼ਿਟ ਦਾ ਸਰਟੀਫਿਕੇਟ, ਸਰਕਾਰੀ ਪੇਪਰ ਅਤੇ ਕਾਰਪੋਰੇਟ ਪੇਪਰ।ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ ਫੰਡ ਵਧੇਰੇ ਲਚਕਤਾ ਦੀ ਆਗਿਆ ਦਿਓ. ਨਿਵੇਸ਼ਕ ਲੋੜ ਪੈਣ 'ਤੇ ਫੰਡ ਤੋਂ ਬਾਹਰ ਆ ਸਕਦੇ ਹਨ। ਵੀ, ਹੋਰ ਦੇ ਉਲਟਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀਆਂ ਕਿਸਮਾਂ, ਇਸ ਫੰਡ ਵਿੱਚ ਕੋਈ ਕਢਵਾਉਣ ਦੇ ਖਰਚੇ ਨਹੀਂ ਹਨ।ਵਧੀਆ ਛੋਟੀ ਮਿਆਦ ਦੇ ਮਿਉਚੁਅਲ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਘੱਟ ਦੇ ਨਾਲ ਵਧੀਆ ਰਿਟਰਨ ਕਮਾਉਣ ਦੀ ਆਗਿਆ ਦਿਓਬਜ਼ਾਰ ਖਤਰਾ ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜੋ ਛੋਟੀ ਜਾਂ ਮੱਧ ਮਿਆਦ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਅਤੇ ਕੀਮਤੀ ਰਿਟਰਨ ਅਤੇ ਵਾਧਾ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ।
Talk to our investment specialist
SIP ਨਿਵੇਸ਼ਾਂ ਲਈ FY 22 - 23 ਲਈ ਚੋਟੀ ਦੇ 8 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਛੋਟੀ ਮਿਆਦ ਦੇ ਕਰਜ਼ੇ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity HDFC Short Term Debt Fund Growth ₹32.9538
↑ 0.00 ₹17,947 300 2 2.8 8.3 7.9 8.3 6.98% 2Y 3M 14D 3Y 5M 8D ICICI Prudential Short Term Fund Growth ₹61.9521
↑ 0.01 ₹22,880 1,000 2 3.1 8.3 7.8 7.8 7.19% 2Y 7M 13D 4Y 8M 12D Axis Short Term Fund Growth ₹31.8337
↓ 0.00 ₹12,346 1,000 2 3 8.7 7.7 8 6.88% 2Y 2M 19D 2Y 8M 26D Nippon India Short Term Fund Growth ₹54.3539
↑ 0.00 ₹9,297 100 2 2.8 8.6 7.7 8 7.04% 2Y 8M 1D 3Y 3M 29D Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹48.9814
↑ 0.00 ₹10,963 1,000 2.1 2.9 8.4 7.6 7.9 7.21% 2Y 9M 25D 3Y 8M 1D SBI Short Term Debt Fund Growth ₹33.0611
↑ 0.00 ₹17,442 500 2 2.8 8.4 7.6 7.7 6.98% 2Y 8M 5D 3Y 4M 28D UTI Short Term Income Fund Growth ₹32.5664
↓ 0.00 ₹3,381 500 1.8 2.6 7.9 7.5 7.9 6.77% 2Y 5M 26D 3Y 1M 24D Baroda Pioneer Short Term Bond Fund Growth ₹30.0237
↓ 0.00 ₹273 500 1.9 2.5 8.1 7.5 7.7 6.83% 2Y 7M 10D 3Y 3M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 8 Funds showcased
Commentary HDFC Short Term Debt Fund ICICI Prudential Short Term Fund Axis Short Term Fund Nippon India Short Term Fund Aditya Birla Sun Life Short Term Opportunities Fund SBI Short Term Debt Fund UTI Short Term Income Fund Baroda Pioneer Short Term Bond Fund Point 1 Top quartile AUM (₹17,947 Cr). Highest AUM (₹22,880 Cr). Upper mid AUM (₹12,346 Cr). Lower mid AUM (₹9,297 Cr). Lower mid AUM (₹10,963 Cr). Upper mid AUM (₹17,442 Cr). Bottom quartile AUM (₹3,381 Cr). Bottom quartile AUM (₹273 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (24 yrs). Established history (15+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (15+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 8.32% (lower mid). 1Y return: 8.30% (lower mid). 1Y return: 8.66% (top quartile). 1Y return: 8.56% (top quartile). 1Y return: 8.37% (upper mid). 1Y return: 8.40% (upper mid). 1Y return: 7.88% (bottom quartile). 1Y return: 8.09% (bottom quartile). Point 6 1M return: 0.65% (upper mid). 1M return: 0.68% (top quartile). 1M return: 0.63% (lower mid). 1M return: 0.62% (lower mid). 1M return: 0.76% (top quartile). 1M return: 0.66% (upper mid). 1M return: 0.56% (bottom quartile). 1M return: 0.53% (bottom quartile). Point 7 Sharpe: 1.44 (upper mid). Sharpe: 1.59 (top quartile). Sharpe: 1.73 (top quartile). Sharpe: 1.45 (upper mid). Sharpe: 1.32 (lower mid). Sharpe: 1.42 (lower mid). Sharpe: 1.18 (bottom quartile). Sharpe: 1.12 (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 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.98% (upper mid). Yield to maturity (debt): 7.19% (top quartile). Yield to maturity (debt): 6.88% (lower mid). Yield to maturity (debt): 7.04% (upper mid). Yield to maturity (debt): 7.21% (top quartile). Yield to maturity (debt): 6.98% (lower mid). Yield to maturity (debt): 6.77% (bottom quartile). Yield to maturity (debt): 6.83% (bottom quartile). Point 10 Modified duration: 2.29 yrs (top quartile). Modified duration: 2.62 yrs (lower mid). Modified duration: 2.22 yrs (top quartile). Modified duration: 2.67 yrs (lower mid). Modified duration: 2.82 yrs (bottom quartile). Modified duration: 2.68 yrs (bottom quartile). Modified duration: 2.49 yrs (upper mid). Modified duration: 2.61 yrs (upper mid). HDFC Short Term Debt Fund
ICICI Prudential Short Term Fund
Axis Short Term Fund
Nippon India Short Term Fund
Aditya Birla Sun Life Short Term Opportunities Fund
SBI Short Term Debt Fund
UTI Short Term Income Fund
Baroda Pioneer Short Term Bond Fund
ਛੋਟੀ ਮਿਆਦ ਦਾ ਕਰਜ਼ਾ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ100 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 3 ਸਾਲ ਦੀ ਵਾਪਸੀ.
(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. Below is the key information for HDFC Short Term Debt 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 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. Research Highlights for Axis Short Term Fund Below is the key information for Axis 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 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 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 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. Research Highlights for UTI Short Term Income Fund Below is the key information for UTI Short Term Income 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 1. HDFC Short Term Debt Fund
HDFC Short Term Debt Fund
Growth Launch Date 25 Jun 10 NAV (27 Nov 25) ₹32.9538 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹17,947 on 31 Oct 25 Category Debt - Short term Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.69 Sharpe Ratio 1.44 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 6.98% Effective Maturity 3 Years 5 Months 8 Days Modified Duration 2 Years 3 Months 14 Days 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 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.8% 1 Year 8.3% 3 Year 7.9% 5 Year 6.2% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for HDFC Short Term Debt Fund as on 31 Oct 25
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 (27 Nov 25) ₹61.9521 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹22,880 on 31 Oct 25 Category Debt - Short term Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.04 Sharpe Ratio 1.59 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 7.19% Effective Maturity 4 Years 8 Months 12 Days Modified Duration 2 Years 7 Months 13 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 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2% 6 Month 3.1% 1 Year 8.3% 3 Year 7.8% 5 Year 6.4% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for ICICI Prudential Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (27 Nov 25) ₹31.8337 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹12,346 on 31 Oct 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio 1.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.88% Effective Maturity 2 Years 8 Months 26 Days Modified Duration 2 Years 2 Months 19 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 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 3% 1 Year 8.7% 3 Year 7.7% 5 Year 6% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Axis Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Nippon India Short Term Fund
Nippon India Short Term Fund
Growth Launch Date 18 Dec 02 NAV (27 Nov 25) ₹54.3539 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹9,297 on 31 Oct 25 Category Debt - Short term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.94 Sharpe Ratio 1.45 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.04% Effective Maturity 3 Years 3 Months 29 Days Modified Duration 2 Years 8 Months 1 Day 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 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.8% 1 Year 8.6% 3 Year 7.7% 5 Year 6.1% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Nippon India Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Aditya Birla Sun Life Short Term Opportunities Fund
Aditya Birla Sun Life Short Term Opportunities Fund
Growth Launch Date 9 May 03 NAV (27 Nov 25) ₹48.9814 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹10,963 on 31 Oct 25 Category Debt - Short term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1 Sharpe Ratio 1.32 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 7.21% Effective Maturity 3 Years 8 Months 1 Day Modified Duration 2 Years 9 Months 25 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 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.1% 6 Month 2.9% 1 Year 8.4% 3 Year 7.6% 5 Year 6.2% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Short Term Debt Fund
SBI Short Term Debt Fund
Growth Launch Date 27 Jul 07 NAV (27 Nov 25) ₹33.0611 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹17,442 on 31 Oct 25 Category Debt - Short term Bond AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.84 Sharpe Ratio 1.42 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.98% Effective Maturity 3 Years 4 Months 28 Days Modified Duration 2 Years 8 Months 5 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 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2% 6 Month 2.8% 1 Year 8.4% 3 Year 7.6% 5 Year 5.7% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 8.2% Fund Manager information for SBI Short Term Debt Fund
Name Since Tenure Data below for SBI Short Term Debt Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. UTI Short Term Income Fund
UTI Short Term Income Fund
Growth Launch Date 19 Sep 07 NAV (27 Nov 25) ₹32.5664 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹3,381 on 31 Oct 25 Category Debt - Short term Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 0.85 Sharpe Ratio 1.18 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.77% Effective Maturity 3 Years 1 Month 24 Days Modified Duration 2 Years 5 Months 26 Days Growth of 10,000 investment over the years.
Date Value Returns for UTI Short Term Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 2.6% 1 Year 7.9% 3 Year 7.5% 5 Year 6.9% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for UTI Short Term Income Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Baroda Pioneer Short Term Bond Fund
Baroda Pioneer Short Term Bond Fund
Growth Launch Date 30 Jun 10 NAV (27 Nov 25) ₹30.0237 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹273 on 15 Oct 25 Category Debt - Short term Bond AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.05 Sharpe Ratio 1.12 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 3 Months 14 Days Modified Duration 2 Years 7 Months 10 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 27 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.9% 6 Month 2.5% 1 Year 8.1% 3 Year 7.5% 5 Year 5.8% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Baroda Pioneer Short Term Bond Fund as on 15 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for HDFC Short Term Debt Fund