The short duration funds on our radar

Feb 27, 2020
 

Short duration funds are open-ended debt schemes that will invest in money market and debt instruments with a duration between 1 and 3 years.  

HDFC Short Term Debt Growth

A seasoned manager, well-defined strategy, stable team, and low expenses.

  • Fund Manager: Anil Bamboli
  • Star Rating: 5 stars
  • Analyst Rating: Silver
  • Analyst: Himanshu Srivastava
  • Credit Quality: High
  • Credit Rating: AA (AA category average)
  • 1-year return: 10.75% (+6.42%, above category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: February 2020
  • Read the analyst note

Franklin India Short Term Income Plan Growth

For investors who can endure credit risk, this is a compelling offering.

  • Fund Manager: Santosh Kamath
  • Star Rating: 4 stars
  • Analyst Rating: Bronze
  • Analyst: Himanshu Srivastava
  • Credit Quality: Medium
  • Credit Rating: BBB (AA category average)
  • 1-year return: 0.65% (-3.68%, below category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: December 2019
  • Read the analyst note

Franklin India Short Term Income Plan Institutional Growth

For investors who can endure credit risk, this is a compelling offering.

  • Fund Manager: Santosh Kamath
  • Star Rating: 5 stars
  • Analyst Rating: Silver
  • Analyst: Himanshu Srivastava
  • Credit Quality: Medium
  • Credit Rating: BBB (AA category average)
  • 1-year return: 0.97% (-3.36%, below category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: December 2019
  • Read the analyst note

Nippon India Short Term Fund – Growth

An experienced team with a well-executed strategy retains our confidence in this fund.

  • Fund Manager: Prashant Pimple
  • Star Rating: 4 stars
  • Analyst Rating: Neutral
  • Analyst: Nehal Meshram
  • Credit Quality: High
  • Credit Rating: AAA (AA category average)
  • 1-year return: 10.11% (+5.78%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: December 2019
  • Read the analyst note

Kotak Bond Fund Short Term Growth

Robust strategy backed by a strong team and a low expense ratio makes this a compelling option.

  • Fund Manager: Deepak Agrawal
  • Star Rating: 4 stars
  • Analyst Rating: Neutral
  • Analyst: Nehal Meshram
  • Credit Quality: High
  • Credit Rating: AAA (AA category average)
  • 1-year return: 10.33% (+5.93%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: December 2019
  • Read the analyst note

ICICI Prudential Short Term Fund Growth

A convincing choice for investors seeking short duration exposure, but higher expenses on the regular plan.

  • Fund Manager: Manish Banthia
  • Star Rating: 5 stars
  • Analyst Rating: Neutral
  • Analyst: Nehal Meshram
  • Credit Quality: High
  • Credit Rating: AAA (AA category average)
  • 1-year return: 10.62% (+6.23%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: November 2019
  • Read the analyst note

ICICI Prudential Short Term Fund Institutional Growth

A good choice for investors looking for a safe fixed-income investment.

  • Fund Manager: Manish Banthia
  • Star Rating: 5 stars
  • Analyst Rating: Neutral
  • Analyst: Nehal Meshram
  • Credit Quality: High
  • Credit Rating: AAA (AA category average)
  • 1-year return: 10.61% (+6.22%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: November 2019
  • Read the analyst note

IDFC Bond Fund - Short Term Plan Regular Plan Growth

A good choice for investors looking for a safe fixed-income investment.

  • Fund Manager: Suyash Choudhary
  • Star Rating: 4 stars
  • Analyst Rating: Bronze
  • Analyst: Himanshu Srivastava
  • Credit Quality: High
  • Credit Rating: AAA (AA category average)
  • 1-year return: 10.18% (+5.78%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: June 2019
  • Read the analyst note

 Aditya Birla Sun Life Short Term Fund Regular Plan Growth

The fund stands out in terms of its execution, performance, and leadership.

  • Fund Manager: Maneesh Dangi
  • Star Rating: 4 stars
  • Analyst Rating: Bronze
  • Analyst: Kavitha Krishnan
  • Credit Quality: Medium
  • Credit Rating: A (AA category average)
  • 1-year return: 8.83% (+4.44%, over category average)
  • Interest Rate Sensitivity: Limited
  • Date of Analysis: June 2019
  • Read the analyst note
 
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