Friday, January 28, 2022

2010 to 2020 - Short Duration Funds Yearly Performance

Short Duration Fund are Debt Category mutual funds which select bonds/debt for investment that have average maturity (remaining) period between 1 to 3 years as per Macaulay duration. 

Shorter duration funds may provide lower returns but are lesser risky to interest rate changes.

Investors who want to invest for 1-3 years and are looking for alternative to bank deposits.


Here below are Year-wise Returns of Short Duration MF schemes from 2010 - 2020:

Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

Kotak Bond Short Term Plan

10%

10%

6%

5%

10%

8%

10%

7%

10%

8%

4%

Nippon India Short Term Fund

9%

9%

5%

6%

10%

8%

11%

7%

10%

8%

5%

Principal Short Term Debt Fund

10%

-2%

6%

6%

9%

8%

10%

8%

10%

9%

5%

HDFC Short Term Debt Fund

11%

10%

7%

7%

9%

9%

10%

8%

10%

9%

3%

UTI Short Term Income Fund

10%

-4%

6%

6%

10%

8%

11%

9%

11%

11%

6%

Sundaram Short Term Debt Fund

9%

-5%

6%

6%

9%

7%

10%

10%

11%

13%

3%

ICICI Prudential Short Term Fund

11%

10%

6%

6%

11%

8%

12%

7%

10%

9%

4%

IDFC Bond Fund - Short Term

10%

10%

6%

6%

9%

8%

10%

8%

9%

9%

4%

SBI Short Term Debt Fund

10%

9%

6%

6%

10%

8%

10%

8%

10%

9%

5%

Aditya Birla Sun Life Short Term Fund

11%

9%

6%

6%

11%

8%

11%

10%

11%

9%

6%

BNP Paribas Short Term Fund

10%

7%

7%

6%

9%

8%

10%

8%

10%

9%

6%

Canara Robeco Short Duration Fund

9%

9%

6%

7%

9%

5%

9%

6%

10%

5%

-

Axis Short Term Fund

10%

10%

6%

6%

10%

8%

10%

7%

10%

9%

4%

L&T Short Term Bond Fund

10%

9%

6%

6%

9%

8%

10%

8%

10%

-

-

Baroda Short Term Bond Fund - Plan A

7%

9%

7%

8%

9%

9%

9%

8%

9%

8%

1%

PGIM India Short Maturity Fund

8%

-1%

5%

7%

10%

8%

11%

8%

10%

9%

5%

HSBC Short Duration Fund

6%

-1%

6%

5%

9%

8%

10%

7%

9%

9%

4%

IDBI Short Term Bond Fund

10%

0%

6%

6%

8%

8%

9%

7%

10%

7%

-

Indiabulls Short Term Fund

6%

5%

7%

6%

8%

10%

8%

3%

-

-

-

DSP Short Term Fund

9%

9%

6%

6%

9%

8%

11%

8%

9%

9%

6%

LIC MF Short Term Debt Fund

8%

8%

-

-

-

-

-

-

-

-

-

Mirae Asset Short Term Fund

8%

9%

4%

-

-

-

-

-

-

-

-

Franklin India Short Term Income Plan

-5%

4%

9%

9%

8%

9%

12%

9%

10%

9%

6%

Invesco India Short Term Fund

9%

9%

5%

5%

10%

7%

9%

6%

11%

10%

4%

Tata Short Term Bond Fund

10%

9%

0%

6%

9%

8%

11%

9%

10%

8%

5%

BOI AXA Short Term Income Fund

-1%

-13%

6%

6%

10%

9%

9%

7%

8%

8%

5%


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