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8 Best Short Term Mutual Funds SIP Investments 2022 | Fincash.com

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8 Best Short Term Mutual Funds to Invest in SIP 2022

Updated on June 23, 2022 , 28094 views

Short term Mutual Funds are a type of Debt fund that allow investors to invest for a short term, i.e. up to 1-3 years. These funds invest in debt securities and are ideal for investors looking for an alternative of fixed deposits to earn better returns. These funds typically invest in debt instruments such as a Certificate of Deposit, government paper and corporate paper. short term debt funds allow greater flexibility. Investors can exit the fund as and when they require. Also, unlike other Types of Mutual Funds, there are no withdrawal charges in this fund. best short term Mutual Funds allow investors to earn good returns with less Market risk. So, investors who want to invest for a short or mid term can invest in this scheme and gain valuable returns and growth.

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Short Term MF

Top 8 Best Performing Short Term Debt Funds for SIP Investments FY 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Short Term Income Fund Growth ₹25.5325
↑ 0.00
₹2,425 500 -0.10.77.48.28.45.62%1Y 3M 18D2Y 2M 26D
HDFC Short Term Debt Fund Growth ₹25.5709
↓ 0.00
₹14,204 300 -0.30.42.56.73.96.4%1Y 8M 12D2Y 9M
ICICI Prudential Short Term Fund Growth ₹47.7637
↓ -0.01
₹16,315 1,000 0.10.72.76.63.96.7%2Y 29D5Y 6M 29D
Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹38.1705
↓ 0.00
₹5,724 1,000 -0.10.82.96.63.87.17%1Y 7M 24D2Y 5M 12D
BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01
₹258 300 0.61.34.66.5 5.16%1Y 11M 26D2Y 3M
Axis Short Term Fund Growth ₹24.8416
↑ 0.00
₹7,780 1,000 -0.20.72.76.43.56.63%1Y 6M2Y 3M 14D
Nippon India Short Term Fund Growth ₹42.443
↑ 0.00
₹7,861 100 -0.70.32.46.34.46.64%1Y 7M 20D1Y 11M 12D
SBI Short Term Debt Fund Growth ₹25.9593
↑ 0.00
₹11,224 500 -0.20.72.562.86.3%1Y 1M 2D1Y 3M 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22
*Above is list of best Short Term Debt funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.

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 6.6% since its launch.  Ranked 10 in Short term Bond category.  Return for 2021 was 8.4% , 2020 was 10.5% and 2019 was -3.9% .

Below is the key information for UTI Short Term Income Fund

UTI Short Term Income Fund
Growth
Launch Date 19 Sep 07
NAV (24 Jun 22) ₹25.5325 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹2,425 on 31 May 22
Category Debt - Short term Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.93
Sharpe Ratio 0.89
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 5.62%
Effective Maturity 2 Years 2 Months 26 Days
Modified Duration 1 Year 3 Months 18 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,493
31 May 19₹11,263
31 May 20₹11,024
31 May 21₹11,753
31 May 22₹12,665

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 24 Jun 22

DurationReturns
1 Month 0.1%
3 Month -0.1%
6 Month 0.7%
1 Year 7.4%
3 Year 8.2%
5 Year 4.7%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 11.2%
Fund Manager information for UTI Short Term Income Fund
NameSinceTenure
Sudhir Agarwal25 Oct 129.61 Yr.

Data below for UTI Short Term Income Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash30.77%
Debt69.23%
Debt Sector Allocation
SectorValue
Corporate38.18%
Government31.05%
Cash Equivalent30.77%
Credit Quality
RatingValue
AA27.67%
AAA72.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Finance Limited
Debentures | -
6%₹159 Cr1,600
5.53% Govt Stock 2033
Sovereign Bonds | -
4%₹104 Cr1,050,000,000
Power Grid Corporation Of India Limited
Debentures | -
4%₹102 Cr1,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹99 Cr1,000
Power Finance Corporation Ltd.
Debentures | -
3%₹75 Cr750
India Grid TRust
Debentures | -
3%₹75 Cr750
Mahindra Rural Housing Finance Limited
Debentures | -
3%₹68 Cr700
Can Fin Homes Limited
Debentures | -
3%₹63 Cr650
TATA Motors Finance Limited
Debentures | -
2%₹59 Cr600
7.68% Govt Stock 2023
Sovereign Bonds | -
2%₹51 Cr500,000,000

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 2021 was 3.9% , 2020 was 11% and 2019 was 9.7% .

Below is the key information for HDFC Short Term Debt Fund

HDFC Short Term Debt Fund
Growth
Launch Date 25 Jun 10
NAV (24 Jun 22) ₹25.5709 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹14,204 on 31 May 22
Category Debt - Short term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.7
Sharpe Ratio -0.85
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 6.4%
Effective Maturity 2 Years 9 Months
Modified Duration 1 Year 8 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,569
31 May 19₹11,505
31 May 20₹12,699
31 May 21₹13,675
31 May 22₹14,042

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 24 Jun 22

DurationReturns
1 Month 0.2%
3 Month -0.3%
6 Month 0.4%
1 Year 2.5%
3 Year 6.7%
5 Year 6.9%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 10.1%
Fund Manager information for HDFC Short Term Debt Fund
NameSinceTenure
Anil Bamboli25 Jun 1011.94 Yr.
Sankalp Baid22 Jan 211.35 Yr.

Data below for HDFC Short Term Debt Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash25.06%
Debt74.94%
Debt Sector Allocation
SectorValue
Corporate46.29%
Government31.03%
Cash Equivalent21.69%
Securitized0.99%
Credit Quality
RatingValue
AA16.53%
AAA83.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
4.93% Govt Stock 2028
Sovereign Bonds | -
4%₹521 Cr53,000,000
↑ 8,000,000
6.79% Govt Stock 2027
Sovereign Bonds | -
2%₹355 Cr36,000,000
↑ 1,000,000
Housing Development Finance Corporation Ltd
Debentures | -
2%₹350 Cr3,500
Housing Development Finance Corporation Ltd
Debentures | -
2%₹301 Cr3,000
Indinfravit Trust
Debentures | -
2%₹287 Cr2,900
6.97% Govt Stock 2026
Sovereign Bonds | -
2%₹284 Cr28,500,000
State Bank Of India
Debentures | -
2%₹278 Cr2,750
Rec Limited
Debentures | -
2%₹251 Cr2,500
State Bank Of India
Debentures | -
2%₹251 Cr2,450
Motherson Sumi Systems Limited
Debentures | -
2%₹248 Cr2,500

3. 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 2021 was 3.9% , 2020 was 10.6% and 2019 was 9.7% .

Below is the key information for ICICI Prudential Short Term Fund

ICICI Prudential Short Term Fund
Growth
Launch Date 25 Oct 01
NAV (24 Jun 22) ₹47.7637 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹16,315 on 31 May 22
Category Debt - Short term Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio -0.82
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 6.7%
Effective Maturity 5 Years 6 Months 29 Days
Modified Duration 2 Years 29 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,458
31 May 19₹11,365
31 May 20₹12,494
31 May 21₹13,431
31 May 22₹13,821

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 24 Jun 22

DurationReturns
1 Month 0.1%
3 Month 0.1%
6 Month 0.7%
1 Year 2.7%
3 Year 6.6%
5 Year 6.5%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 9.5%
Fund Manager information for ICICI Prudential Short Term Fund
NameSinceTenure
Manish Banthia19 Nov 0912.54 Yr.
Nikhil Kabra29 Dec 201.42 Yr.

Data below for ICICI Prudential Short Term Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash19.3%
Debt80.7%
Debt Sector Allocation
SectorValue
Corporate43.19%
Government37.13%
Cash Equivalent18.72%
Securitized0.96%
Credit Quality
RatingValue
AA18.97%
AAA81.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.53% Govt Stock 2033
Sovereign Bonds | -
10%₹1,683 Cr169,624,650
6.54% Govt Stock 2032
Sovereign Bonds | -
8%₹1,358 Cr143,376,250
↓ -19,626,450
National Bank For Agriculture And Rural Development
Debentures | -
5%₹899 Cr9,000
4.68% Govt Stock 2034
Sovereign Bonds | -
4%₹647 Cr66,585,930
4.93% Govt Stock 2028
Sovereign Bonds | -
3%₹541 Cr55,000,000
Pipeline Infrastructure Limited
Debentures | -
3%₹427 Cr4,129
ICICI Bank Limited
Debentures | -
1%₹224 Cr2,200
Godrej Industries Limited
Debentures | -
1%₹221 Cr2,250
India Grid TRust
Debentures | -
1%₹215 Cr2,150
Jamnagar Utilities & Power Private Limited
Debentures | -
1%₹204 Cr2,000

4. 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 2021 was 3.8% , 2020 was 11.1% and 2019 was 8.5% .

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 (24 Jun 22) ₹38.1705 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹5,724 on 15 Jun 22
Category Debt - Short term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.09
Sharpe Ratio -0.47
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 7.17%
Effective Maturity 2 Years 5 Months 12 Days
Modified Duration 1 Year 7 Months 24 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,491
31 May 19₹11,431
31 May 20₹12,339
31 May 21₹13,472
31 May 22₹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 24 Jun 22

DurationReturns
1 Month 0.1%
3 Month -0.1%
6 Month 0.8%
1 Year 2.9%
3 Year 6.6%
5 Year 6.6%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 11.1%
Fund Manager information for Aditya Birla Sun Life Short Term Opportunities Fund
NameSinceTenure
Kaustubh Gupta11 Sep 147.72 Yr.
Mohit Sharma6 Aug 201.82 Yr.

Data below for Aditya Birla Sun Life Short Term Opportunities Fund as on 15 Jun 22

Asset Allocation
Asset ClassValue
Cash21.42%
Debt78.58%
Debt Sector Allocation
SectorValue
Corporate50.26%
Government32.84%
Cash Equivalent14.82%
Securitized2.07%
Credit Quality
RatingValue
A0.32%
AA17.53%
AAA82.06%
Below B0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
National Bank For Agriculture And Rural Development
Debentures | -
3%₹295 Cr2,950
5.53% Govt Stock 2033
Sovereign Bonds | -
2%₹198 Cr20,000,000
L&T Finance Limited
Debentures | -
2%₹197 Cr1,950
Bajaj Housing Finance Limited
Debentures | -
2%₹186 Cr1,900
08.67 KA Sdl 2026
Sovereign Bonds | -
2%₹183 Cr17,500,000
08.92 MP Sdl 2022
Sovereign Bonds | -
2%₹151 Cr15,000,000
8.15% Govt Stock 2026
Sovereign Bonds | -
2%₹151 Cr14,500,000
Housing Development Finance Corporation Limited
Debentures | -
2%₹150 Cr1,500
State Bank Of India
Debentures | -
2%₹145 Cr1,500
Shriram Transport Finance Company Limited
Debentures | -
2%₹143 Cr1,400

5. 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 May 17₹10,000
31 May 18₹10,528
31 May 19₹11,422
31 May 20₹12,288
31 May 21₹13,137

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 24 Jun 22

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
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
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

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 7.6% since its launch.  Ranked 26 in Short term Bond category.  Return for 2021 was 3.5% , 2020 was 10.1% and 2019 was 9.8% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (24 Jun 22) ₹24.8416 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹7,780 on 31 May 22
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.99
Sharpe Ratio -0.91
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.63%
Effective Maturity 2 Years 3 Months 14 Days
Modified Duration 1 Year 6 Months

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,495
31 May 19₹11,426
31 May 20₹12,590
31 May 21₹13,445
31 May 22₹13,807

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 24 Jun 22

DurationReturns
1 Month 0.2%
3 Month -0.2%
6 Month 0.7%
1 Year 2.7%
3 Year 6.4%
5 Year 6.5%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 10.1%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 129.57 Yr.

Data below for Axis Short Term Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash29.95%
Debt70.05%
Debt Sector Allocation
SectorValue
Corporate49.26%
Government35.18%
Cash Equivalent14.02%
Securitized1.53%
Credit Quality
RatingValue
AA15.47%
AAA84.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.63% Govt Stock 2026
Sovereign Bonds | -
5%₹482 Cr50,500,000
↑ 22,000,000
Axis Money Market Dir Gr
Investment Fund | -
4%₹380 Cr3,295,469
5.53% Govt Stock 2033
Sovereign Bonds | -
4%₹354 Cr35,662,000
↓ -9,500,000
Mahindra Rural Housing Finance Limited
Debentures | -
2%₹244 Cr2,500
Hero Fincorp Limited
Debentures | -
2%₹200 Cr2,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹198 Cr2,000
6.54% Govt Stock 2032
Sovereign Bonds | -
2%₹189 Cr20,000,000
↑ 20,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹185 Cr1,850
Reliance Industries Limited
Debentures | -
2%₹182 Cr1,750
LIC Housing Finance Limited
Debentures | -
2%₹176 Cr1,750

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 7.7% since its launch.  Ranked 17 in Short term Bond category.  Return for 2021 was 4.4% , 2020 was 9.5% and 2019 was 9.4% .

Below is the key information for Nippon India Short Term Fund

Nippon India Short Term Fund
Growth
Launch Date 18 Dec 02
NAV (24 Jun 22) ₹42.443 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹7,861 on 31 May 22
Category Debt - Short term Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.15
Sharpe Ratio -0.77
Information Ratio -0.61
Alpha Ratio -0.14
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.64%
Effective Maturity 1 Year 11 Months 12 Days
Modified Duration 1 Year 7 Months 20 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,433
31 May 19₹11,310
31 May 20₹12,339
31 May 21₹13,271
31 May 22₹13,616

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 24 Jun 22

DurationReturns
1 Month 0.1%
3 Month -0.7%
6 Month 0.3%
1 Year 2.4%
3 Year 6.3%
5 Year 6.2%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 9.8%
Fund Manager information for Nippon India Short Term Fund
NameSinceTenure
Vivek Sharma1 Feb 202.33 Yr.
Sushil Budhia31 Mar 211.17 Yr.

Data below for Nippon India Short Term Fund as on 31 May 22

Asset Allocation
Asset ClassValue
Cash23.44%
Debt76.56%
Debt Sector Allocation
SectorValue
Corporate48.33%
Government33.61%
Cash Equivalent15.96%
Securitized2.1%
Credit Quality
RatingValue
AA13.03%
AAA86.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.35% Govt Stock 2024
Sovereign Bonds | -
5%₹412 Cr40,500,000
5.22% Govt Stock 2025
Sovereign Bonds | -
4%₹321 Cr33,542,400
↑ 1,500,000
India Infradebt Limited
Debentures | -
3%₹224 Cr2,195
India Grid Trust
Debentures | -
3%₹209 Cr2,100
State Bank Of India
Debentures | -
2%₹183 Cr1,900
Ongc Petro Additions Limited
Debentures | -
2%₹151 Cr1,500
Muthoot Finance Limited
Debentures | -
2%₹150 Cr1,498,618
Embassy Office Parks Reit
Debentures | -
2%₹148 Cr1,500
Rural Electrification Corporation Limited
Debentures | -
2%₹147 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹144 Cr1,476

8. SBI Short Term Debt Fund

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.

SBI Short Term Debt Fund is a Debt - Short term Bond fund was launched on 27 Jul 07. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of since its launch.  Ranked 25 in Short term Bond category.  Return for 2021 was 2.8% , 2020 was 9.9% and 2019 was 9.5% .

Below is the key information for SBI Short Term Debt Fund

SBI Short Term Debt Fund
Growth
Launch Date 27 Jul 07
NAV (24 Jun 22) ₹25.9593 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹11,224 on 15 Jun 22
Category Debt - Short term Bond
AMC SBI Funds Management Private Limited
Rating
Risk Moderately Low
Expense Ratio 0.84
Sharpe Ratio -1.08
Information Ratio -0.78
Alpha Ratio -0.48
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.3%
Effective Maturity 1 Year 3 Months 4 Days
Modified Duration 1 Year 1 Month 2 Days

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,467
31 May 19₹11,357
31 May 20₹12,528
31 May 21₹13,239
31 May 22₹13,562

SBI 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 SBI 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 24 Jun 22

DurationReturns
1 Month 0.2%
3 Month -0.2%
6 Month 0.7%
1 Year 2.5%
3 Year 6%
5 Year 6.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2021 2.8%
2020 9.9%
2019 9.5%
2018 6%
2017 5.7%
2016 9.9%
2015 8.2%
2014 10.3%
2013 7.7%
2012 10.3%
Fund Manager information for SBI Short Term Debt Fund
NameSinceTenure
Rajeev Radhakrishnan2 Jul 0813.92 Yr.

Data below for SBI Short Term Debt Fund as on 15 Jun 22

Asset Allocation
Asset ClassValue
Cash26.8%
Debt73.2%
Debt Sector Allocation
SectorValue
Corporate47.23%
Government35.68%
Cash Equivalent17.09%
Credit Quality
RatingValue
AA9.07%
AAA90.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
8.4% Govt Stock 2024
Sovereign Bonds | -
7%₹809 Cr78,000,000
L&T Metro Rail (Hyderabad) Limited
Debentures | -
4%₹433 Cr4,480
Air India ASsets Holding Limited
Debentures | -
3%₹343 Cr3,415
Muthoot Finance Limited
Debentures | -
3%₹332 Cr3,300
7.16% Govt Stock 2023
Sovereign Bonds | -
2%₹278 Cr27,500,000
4.26% Govt Stock 2023
Sovereign Bonds | -
2%₹271 Cr27,500,000
05.27 GJ Sdl 2024
Sovereign Bonds | -
2%₹249 Cr25,409,200
L&T Finance Limited
Debentures | -
2%₹248 Cr2,500
6.18% Govt Stock 2024
Sovereign Bonds | -
2%₹243 Cr24,500,000
4.56% Govt Stock 2023
Sovereign Bonds | -
2%₹240 Cr24,575,000
↓ -500,000

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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