Best Low Duration Mutual Funds Review Summary

  1. UTI Low Duration Fund

    In the Low Duration Fund category, UTI Low Duration Fund is the top ranked fund. The category has total 19 funds. The UTI Low Duration Fund has shown an excellent past performence in Low Duration Fund. The fund has a Jensen Alpha of 5.06% which is higher than the category average of 4.67%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 3.09 which is higher than the category average of 2.38. Read Full Review

  2. Icici Prudential Savings Fund

    In the Low Duration Fund category, Icici Prudential Savings Fund is the second ranked fund. The category has total 19 funds. The Icici Prudential Savings Fund has shown an excellent past performence in Low Duration Fund. The fund has a Jensen Alpha of 5.23% which is higher than the category average of 4.67%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.75 which is higher than the category average of 2.38. Read Full Review

  3. Axis Treasury Advantage Fund

    Axis Treasury Advantage Fund is the third ranked fund in the Low Duration Fund category. The category has total 19 funds. The Axis Treasury Advantage Fund has shown an excellent past performence in Low Duration Fund. The fund has a Jensen Alpha of 4.99% which is higher than the category average of 4.67%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 3.09 which is higher than the category average of 2.38. Read Full Review

  4. Dsp Low Duration Fund

    Dsp Low Duration Fund is the 4th ranked fund in the Low Duration Fund category. The category has total 19 funds. The Dsp Low Duration Fund has shown an excellent past performence in Low Duration Fund. The fund has a Jensen Alpha of 4.78% which is higher than the category average of 4.67%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.61 which is higher than the category average of 2.38. Read Full Review

  5. Bandhan Low Duration Fund

    In the Low Duration Fund category, Bandhan Low Duration Fund is the 5th ranked fund. The category has total 19 funds. The 4 star rating shows a very good past performance of the Bandhan Low Duration Fund in Low Duration Fund. The fund has a Jensen Alpha of 4.74% which is higher than the category average of 4.67%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.52 which is higher than the category average of 2.38. Read Full Review

  6. Tata Treasury Advantage Fund

    Tata Treasury Advantage Fund is the 6th ranked fund in the Low Duration Fund category. The category has total 19 funds. The 4 star rating shows a very good past performance of the Tata Treasury Advantage Fund in Low Duration Fund. The fund has a Jensen Alpha of 4.71% which is higher than the category average of 4.67%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.56 which is higher than the category average of 2.38. Read Full Review

  7. Hdfc Low Duration Fund

    In the Low Duration Fund category, Hdfc Low Duration Fund is the 7th ranked fund. The category has total 19 funds. The Hdfc Low Duration Fund has shown a very good past performence in Low Duration Fund. The fund has a Jensen Alpha of 4.48% which is lower than the category average of 4.67%, showing poor performance. The fund has a Sharpe Ratio of 2.5 which is higher than the category average of 2.38. Read Full Review

  8. Nippon India Low Duration Fund

    In the Low Duration Fund category, Nippon India Low Duration Fund is the 8th ranked fund. The category has total 19 funds. The 4 star rating shows a very good past performance of the Nippon India Low Duration Fund in Low Duration Fund. The fund has a Jensen Alpha of 4.72% which is higher than the category average of 4.67%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.49 which is higher than the category average of 2.38. Read Full Review

  9. Canara Robeco Savings Fund

    In the Low Duration Fund category, Canara Robeco Savings Fund is the 9th ranked fund. The category has total 19 funds. The Canara Robeco Savings Fund has shown an average past performence in Low Duration Fund. The fund has a Jensen Alpha of 4.46% which is lower than the category average of 4.67%, showing poor performance. The fund has a Sharpe Ratio of 2.57 which is higher than the category average of 2.38. Read Full Review

  10. Kotak Low Duration Fund

    In the Low Duration Fund category, Kotak Low Duration Fund is the 10th ranked fund. The category has total 19 funds. The Kotak Low Duration Fund has shown an average past performence in Low Duration Fund. The fund has a Jensen Alpha of 4.64% which is lower than the category average of 4.67%, showing poor performance. The fund has a Sharpe Ratio of 2.32 which is lower than the category average of 2.38. Read Full Review

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
8.30% 7.34% 7.08% 5.58% 6.26% 8.38% 7.44% 7.18% 5.70% 6.38% 0.46% 0.00% 0.00% 5.06% 0.24 2.83 3.09
2
8.37% 7.98% 6.47% 7.08% 7.33% 8.49% 8.09% 6.59% 7.20% 7.45% 0.66% -0.15% 0.00% 5.23% 0.27 1.43 2.75
3
8.22% 7.33% 6.01% 6.74% 6.95% 8.56% 7.68% 6.36% 7.09% 7.35% 0.45% 0.00% 0.00% 4.99% 0.24 2.99 3.09
4
7.92% 7.09% 5.73% 6.50% 6.80% 8.25% 7.42% 6.04% 6.82% 7.13% 0.46% 0.00% 0.00% 4.78% 0.24 2.05 2.61
5
7.91% 7.11% 5.71% 6.46% 6.84% 8.19% 7.38% 5.97% 6.71% 7.07% 0.48% 0.00% 0.00% 4.74% 0.25 1.68 2.52
6
7.97% 7.09% 5.85% 5.68% 6.27% 8.32% 7.46% 6.17% 5.96% 6.54% 0.45% 0.00% 0.00% 4.71% 0.24 1.91 2.56
7
7.95% 7.25% 6.10% 6.61% 6.77% 8.58% 7.90% 6.75% 7.25% 7.45% 0.51% 0.00% 0.00% 4.48% 0.29 1.66 2.50
8
7.95% 7.03% 5.99% 6.41% 6.74% 8.56% 7.66% 6.65% 7.01% 7.27% 0.45% 0.00% 0.00% 4.72% 0.24 1.78 2.49
9
7.91% 7.10% 5.60% 6.27% 6.63% 8.23% 7.40% 5.89% 6.55% 6.89% 0.46% 0.00% 0.00% 4.46% 0.28 1.93 2.57
10
7.85% 7.08% 5.76% 6.52% 6.97% 8.69% 7.91% 6.58% 7.33% 7.78% 0.48% 0.00% 0.00% 4.64% 0.25 1.69 2.32
11
7.83% 6.99% 5.58% 6.34% 6.69% 8.38% 7.58% 6.16% 6.87% 7.09% 0.46% 0.00% 0.00% 4.73% 0.23 1.75 2.34
12
7.87% 6.97% 5.67% 5.88% 6.02% 8.55% 7.62% 6.32% 6.54% 6.73% 0.43% 0.00% 0.00% 4.77% 0.22 1.79 2.45
13
7.89% 6.90% 9.41% 5.76% % 8.33% 7.35% 9.82% 6.07% % 0.45% 0.00% 0.00% 4.71% 0.22 1.57 2.24
14
7.60% 6.91% 5.79% 6.50% 6.75% 8.45% 7.78% 6.64% 7.37% 7.62% 0.44% 0.00% 0.00% 4.51% 0.25 1.68 2.26
15
7.51% 6.85% % % % 8.35% 7.63% % % % 0.41% 0.00% 0.00% 4.54% 0.24 1.70 2.27
16
7.80% 6.82% % % % 8.61% 7.63% % % % 0.47% 0.00% 0.00% 4.65% 0.22 1.31 1.92
17
7.62% 6.82% 5.43% 6.06% % 8.47% 7.66% 6.27% 6.92% % 0.43% 0.00% 0.00% 4.34% 0.26 1.42 2.15
18
7.61% 6.73% 5.74% 5.65% 6.15% 8.36% 7.42% 6.38% 6.26% 6.82% 0.46% 0.00% 0.00% 4.58% 0.22 1.35 1.84
19
7.26% 6.43% 5.10% 5.92% 6.20% 8.25% 7.38% 6.05% 6.87% 7.14% 0.46% 0.00% 0.00% 4.06% 0.25 0.67 1.22

Return Calculated On: 23 June 2025 | Ratios Calculated On:

Note: 1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized. All returns are calculated on a compounded annual growth rate (CAGR) basis.

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst)

Rating and Rank are based on the performance of the fund over the last 3 years.

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

As On: 23 June 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Low Duration Fund
0.05
0.15
0.52
2.36
4.07
7.60
6.91
5.79
6.50
6.75
25.16
Baroda BNP Paribas Low Duration Fund
0.04
0.11
0.51
2.26
4.05
7.51
6.85
Canara Robeco Savings Fund
0.04
0.12
0.60
2.41
4.28
7.91
7.10
5.60
6.27
6.63
7.43
Dsp Low Duration Fund
0.03
0.11
0.54
2.34
4.23
7.92
7.09
5.73
6.50
6.80
Hdfc Low Duration Fund
0.06
0.16
0.56
2.47
4.28
7.95
7.25
6.10
6.61
6.77
7.26
Icici Prudential Savings Fund
0.05
0.13
0.60
2.51
4.41
8.37
7.98
6.47
7.08
7.33
7.93
Bandhan Low Duration Fund
0.04
0.12
0.56
2.37
4.24
7.91
7.11
5.71
6.46
6.84
7.66
Invesco India Low Duration Fund
0.04
0.11
0.49
2.20
3.89
7.26
6.43
5.10
5.92
6.20
45.18
Jm Low Duration Fund
0.04
0.12
0.54
2.33
4.22
7.89
6.90
9.41
5.76
Kotak Low Duration Fund
0.05
0.12
0.50
2.41
4.16
7.85
7.08
5.76
6.52
6.97
LIC MF Low Duration Fund
0.04
0.10
0.50
2.26
4.05
7.61
6.73
5.74
5.65
6.15
6.77
Mahindra Manulife Low Duration Fund
0.05
0.13
0.50
2.23
4.02
7.62
6.82
5.43
6.06
Mirae Asset Low Duration Fund
0.04
0.12
0.56
2.36
4.20
7.87
6.97
5.67
5.88
6.02
Nippon India Low Duration Fund
0.04
0.13
0.57
2.37
4.20
7.95
7.03
5.99
6.41
6.74
7.48
Sbi Magnum Low Duration Fund
0.04
0.09
0.55
2.39
4.19
7.83
6.99
5.58
6.34
6.69
46.01
Sundaram Low Duration Fund
0.04
0.13
0.51
2.27
4.04
7.80
6.82
Tata Treasury Advantage Fund
0.04
0.13
0.59
2.39
4.24
7.97
7.09
5.85
5.68
6.27
45.71
UTI Low Duration Fund
0.04
0.11
0.58
2.48
4.42
8.30
7.34
7.08
5.58
6.26
7.20
Axis Treasury Advantage Fund
0.06
0.15
0.59
2.48
4.36
8.22
7.33
6.01
6.74
6.95
7.59

As On: 23 June 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Low Duration Fund
0.05
0.17
0.59
2.56
4.47
8.45
7.78
6.64
7.37
7.62
Baroda BNP Paribas Low Duration Fund
0.05
0.12
0.58
2.44
4.44
8.35
7.63
Canara Robeco Savings Fund
0.05
0.13
0.62
2.47
4.42
8.23
7.40
5.89
6.55
6.89
Dsp Low Duration Fund
0.04
0.12
0.57
2.41
4.38
8.25
7.42
6.04
6.82
7.13
Hdfc Low Duration Fund
0.06
0.17
0.61
2.62
4.58
8.58
7.90
6.75
7.25
7.45
Icici Prudential Savings Fund
0.05
0.14
0.61
2.54
4.47
8.49
8.09
6.59
7.20
7.45
Bandhan Low Duration Fund
0.04
0.13
0.58
2.43
4.37
8.19
7.38
5.97
6.71
7.07
Invesco India Low Duration Fund
0.05
0.13
0.57
2.43
4.36
8.25
7.38
6.05
6.87
7.14
Jm Low Duration Fund
0.04
0.13
0.57
2.42
4.42
8.33
7.35
9.82
6.07
Kotak Low Duration Fund
0.05
0.13
0.56
2.61
4.57
8.69
7.91
6.58
7.33
7.78
LIC MF Low Duration Fund
0.05
0.11
0.56
2.44
4.41
8.36
7.42
6.38
6.26
6.82
Mahindra Manulife Low Duration Fund
0.06
0.14
0.57
2.43
4.43
8.47
7.66
6.27
6.92
Mirae Asset Low Duration Fund
0.05
0.13
0.62
2.52
4.54
8.55
7.62
6.32
6.54
6.73
Nippon India Low Duration Fund
0.05
0.14
0.62
2.52
4.50
8.56
7.66
6.65
7.01
7.27
Sbi Magnum Low Duration Fund
0.04
0.10
0.59
2.52
4.44
8.38
7.58
6.16
6.87
7.09
Sundaram Low Duration Fund
0.05
0.15
0.58
2.47
4.44
8.61
7.63
Tata Treasury Advantage Fund
0.04
0.13
0.62
2.48
4.41
8.32
7.46
6.17
5.96
6.54
UTI Low Duration Fund
0.04
0.12
0.59
2.50
4.46
8.38
7.44
7.18
5.70
6.38
Axis Treasury Advantage Fund
0.06
0.15
0.62
2.56
4.52
8.56
7.68
6.36
7.09
7.35

As On: 23 June 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Low Duration Fund
7.98
3.39
5.11
5.73
6.20
16.53
Baroda BNP Paribas Low Duration Fund
7.87
3.31
Canara Robeco Savings Fund
8.31
3.65
5.23
5.66
6.09
6.61
Dsp Low Duration Fund
8.25
3.64
5.26
5.79
6.25
Hdfc Low Duration Fund
8.32
3.71
5.36
5.94
6.32
6.66
Icici Prudential Savings Fund
8.69
4.21
5.83
6.40
6.82
7.26
Bandhan Low Duration Fund
8.30
3.64
5.24
5.75
6.24
6.82
Invesco India Low Duration Fund
7.59
3.02
4.60
5.15
5.62
31.40
Jm Low Duration Fund
8.23
3.52
5.26
6.19
Kotak Low Duration Fund
8.20
3.54
5.15
5.75
6.29
LIC MF Low Duration Fund
7.90
3.30
4.96
5.35
5.66
6.09
Mahindra Manulife Low Duration Fund
7.89
3.36
4.95
5.42
Mirae Asset Low Duration Fund
8.20
3.54
5.11
5.46
5.72
3.14
Nippon India Low Duration Fund
8.29
3.60
5.28
5.80
6.22
6.72
Sbi Magnum Low Duration Fund
8.18
3.54
5.13
5.63
6.11
39.82
Sundaram Low Duration Fund
8.01
3.39
Tata Treasury Advantage Fund
8.33
3.65
5.28
5.56
5.79
41.80
UTI Low Duration Fund
8.62
3.91
6.12
6.19
6.03
6.42
Axis Treasury Advantage Fund
8.58
3.87
5.49
6.03
6.46
6.89

As On: 23 June 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Low Duration Fund
8.83
4.22
5.97
6.59
7.08
Baroda BNP Paribas Low Duration Fund
8.68
4.09
Canara Robeco Savings Fund
8.62
3.95
5.52
5.95
6.36
Dsp Low Duration Fund
8.57
3.96
5.59
6.12
6.58
Hdfc Low Duration Fund
8.96
4.33
6.00
6.59
6.98
Icici Prudential Savings Fund
8.82
4.32
5.95
6.52
6.94
Bandhan Low Duration Fund
8.57
3.90
5.51
6.01
6.48
Invesco India Low Duration Fund
8.58
3.93
5.55
6.11
6.59
Jm Low Duration Fund
8.65
3.96
5.70
6.59
Kotak Low Duration Fund
9.03
4.34
5.97
6.58
7.12
LIC MF Low Duration Fund
8.66
4.01
5.64
6.00
6.30
Mahindra Manulife Low Duration Fund
8.75
4.18
5.80
6.27
Mirae Asset Low Duration Fund
8.88
4.18
5.76
6.11
6.39
Nippon India Low Duration Fund
8.90
4.19
5.92
6.44
6.81
Sbi Magnum Low Duration Fund
8.70
4.09
5.71
6.20
6.62
Sundaram Low Duration Fund
8.83
4.16
Tata Treasury Advantage Fund
8.67
4.01
5.63
5.88
6.09
UTI Low Duration Fund
8.71
4.00
6.22
6.30
6.15
Axis Treasury Advantage Fund
8.92
4.20
5.84
6.37
6.83

Performance Indicators


Calculated On:

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Low Duration Fund 0.00 0.00 0.00 0.44 0.29
Baroda Bnp Paribas Low Duration Fund 0.00 0.00 0.00 0.41 0.27
Canara Robeco Savings Fund 0.00 0.00 0.00 0.46 0.31
Dsp Low Duration Fund 0.00 0.00 0.00 0.46 0.31
Hdfc Low Duration Fund 0.00 0.00 0.00 0.51 0.36
Icici Prudential Savings Fund 0.00 -0.15 -0.15 0.66 0.52
Bandhan Low Duration Fund 0.00 0.00 0.00 0.48 0.34
Invesco India Low Duration Fund 0.00 0.00 0.00 0.46 0.32
Jm Low Duration Fund 0.00 0.00 0.00 0.45 0.30
Kotak Low Duration Fund 0.00 0.00 0.00 0.48 0.32
Lic Mf Low Duration Fund 0.00 0.00 0.00 0.46 0.30
Mahindra Manulife Low Duration Fund 0.00 0.00 0.00 0.43 0.29
Mirae Asset Low Duration Fund 0.00 0.00 0.00 0.43 0.29
Nippon India Low Duration Fund 0.00 0.00 0.00 0.45 0.31
Sbi Magnum Low Duration Fund 0.00 0.00 0.00 0.46 0.30
Sundaram Low Duration Fund 0.00 0.00 0.00 0.47 0.31
Tata Treasury Advantage Fund 0.00 0.00 0.00 0.45 0.31
Uti Low Duration Fund 0.00 0.00 0.00 0.46 0.30
Axis Treasury Advantage Fund 0.00 0.00 0.00 0.45 0.29

Calculated On:

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Low Duration Fund
2.26
1.68
0.68
0.47
4.51
0.25
0.22
0.63
-1.0700
Baroda Bnp Paribas Low Duration Fund
2.27
1.70
0.68
0.46
4.54
0.24
0.23
0.63
-1.1300
Canara Robeco Savings Fund
2.57
1.93
0.70
0.49
4.46
0.28
0.26
0.65
-0.8800
Dsp Low Duration Fund
2.61
2.05
0.70
0.46
4.78
0.24
0.20
0.65
-0.9200
Hdfc Low Duration Fund
2.50
1.66
0.71
0.49
4.48
0.29
0.23
0.64
-0.8200
Icici Prudential Savings Fund
2.75
1.43
0.76
0.51
5.23
0.27
0.12
0.66
-0.2100
Bandhan Low Duration Fund
2.52
1.68
0.71
0.49
4.74
0.25
0.19
0.64
-0.8400
Invesco India Low Duration Fund
1.22
0.67
0.64
0.48
4.06
0.25
0.21
0.55
-1.5300
Jm Low Duration Fund
2.24
1.57
0.68
0.48
4.71
0.22
0.18
0.63
-1.0700
Kotak Low Duration Fund
2.32
1.69
0.69
0.49
4.64
0.25
0.19
0.63
-0.9500
Lic Mf Low Duration Fund
1.84
1.35
0.67
0.45
4.58
0.22
0.16
0.60
-1.2300
Mahindra Manulife Low Duration Fund
2.15
1.42
0.68
0.49
4.34
0.26
0.26
0.62
-1.1500
Mirae Asset Low Duration Fund
2.45
1.79
0.69
0.47
4.77
0.22
0.19
0.64
-1.0100
Nippon India Low Duration Fund
2.49
1.78
0.70
0.49
4.72
0.24
0.20
0.64
-0.9400
Sbi Magnum Low Duration Fund
2.34
1.75
0.69
0.48
4.73
0.23
0.18
0.63
-0.9900
Sundaram Low Duration Fund
1.92
1.31
0.67
0.47
4.65
0.22
0.15
0.60
-1.1700
Tata Treasury Advantage Fund
2.56
1.91
0.70
0.48
4.71
0.24
0.21
0.65
-0.9000
Uti Low Duration Fund
3.09
2.83
0.73
0.49
5.06
0.24
0.18
0.68
-0.6200
Axis Treasury Advantage Fund
3.09
2.99
0.72
0.46
4.99
0.24
0.20
0.68
-0.6700