Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Short Duration Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Icici Prudential Short Term Fund |
1 | The Icici Prudential Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 7.40% | 5.61% | -0.27% | -0.58% | -1.09 | -0.37 | 0.41 |
|
Aditya Birla Sun Life Short Term Fund |
2 | The Aditya Birla Sun Life Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 6.74% | 5.25% | -0.51% | -0.48% | -0.75 | -0.28 | 0.45 |
|
Uti Short Term Income Fund |
3 | The Uti Short Term Income Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 6.80% | 6.54% | -0.43% | -0.65% | -0.21 | -0.13 | 0.51 |
|
Bank Of India Short Term Income Fund |
4 | The Bank Of India Short Term Income Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 13.35% | 11.46% | -0.51% | -0.39% | 0.42 | 1.00 | 0.48 |
|
Hdfc Short Term Debt Fund |
5 | None | % | % | -0.59% | -0.76% | -1.19 | -0.38 | 0.44 |
|
Axis Short Term Fund |
6 | The Axis Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 6.67% | 4.84% | -0.49% | -0.41% | -1.66 | -0.49 | 0.42 |
|
Nippon India Short Term Fund |
7 | The Nippon India Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 6.74% | 5.05% | -0.85% | -0.66% | -1.37 | -0.41 | 0.43 |
|
Pgim India Short Duration Fund |
8 | The Pgim India Short Duration Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 6.08% | 4.22% | -0.46% | -0.57% | -2.49 | -0.61 | 0.38 |
|
Mirae Asset Short Term Fund |
9 | The Mirae Asset Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 6.37% | 4.33% | -0.64% | -0.97% | -2.11 | -0.55 | 0.38 |
|
Canara Robeco Short Duration Fund |
10 | The Canara Robeco Short Duration Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 6.25% | 4.16% | -0.69% | -0.61% | -2.32 | -0.59 | 0.43 |
|
Idbi Short Term Bond Fund |
11 | None | % | % | -1.11% | -1.69% | 0.11 | 0.12 | 0.52 |
|
Franklin India Short Term Income Plan |
12 | The Franklin India Short Term Income Plan is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 9.35% | 12.52% | -5.05% | -5.51% | 0.46 | 0.27 | 0.50 |
|
Tata Short Term Bond Fund |
13 | The Tata Short Term Bond Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 6.61% | 4.24% | -0.76% | -1.13% | -1.85 | -0.52 | 0.41 |
|
Dsp Short Term Fund |
14 | None | % | % | -0.69% | -1.13% | -1.92 | -0.53 | 0.41 |
|
Sbi Short Term Debt Fund |
15 | The Sbi Short Term Debt Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 6.87% | 4.65% | -0.77% | -1.65% | -1.71 | -0.49 | 0.44 |
|
Baroda Bnp Paribas Short Duration Fund |
16 | The Baroda Bnp Paribas Short Duration Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 6.97% | 4.56% | -1.19% | -1.01% | -1.72 | -0.48 | 0.45 |
|
Kotak Bond Short Term Fund |
17 | The Kotak Bond Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.59% | 4.54% | -0.83% | -1.17% | -1.65 | -0.48 | 0.42 |
|
Invesco India Short Term Fund |
18 | The Invesco India Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 18<sup>th</sup> KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.00% | 3.98% | -0.93% | -1.81% | -1.99 | -0.54 | 0.41 |
|
Idfc Bond Fund - Short Term Plan |
19 | The Idfc Bond Fund - Short Term Plan is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. | 6.75% | 4.35% | -1.28% | -1.34% | -1.70 | -0.48 | 0.41 |
|
Lic Mf Short Term Debt Fund |
20 | The Lic Mf Short Term Debt Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 76% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.93% | 3.57% | -0.96% | -1.18% | -2.56 | -0.62 | 0.41 |
|
Indiabulls Short Term Fund |
21 | The Indiabulls Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 20<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.22% | 3.50% | -1.09% | -1.21% | -2.39 | -0.61 | 0.46 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Short Term Fund |
-0.05
|
16 |
-0.00
|
16 |
0.42
|
8 |
1.41
|
6 |
3.52
|
7 |
6.74
|
10 |
5.25
|
5 |
7.04
|
2 |
| Baroda BNP Paribas Short Duration Fund |
0.00
|
1 |
0.04
|
5 |
0.52
|
1 |
1.49
|
2 |
3.67
|
3 |
6.97
|
4 |
4.56
|
9 |
6.17
|
10 |
| Bank Of India Short Term Income Fund |
-0.07
|
18 |
-0.04
|
20 |
0.33
|
19 |
1.05
|
19 |
2.77
|
19 |
13.35
|
1 |
11.46
|
2 |
3.61
|
17 |
| Canara Robeco Short Duration Fund |
-0.02
|
7 |
0.04
|
6 |
0.42
|
9 |
1.30
|
10 |
3.20
|
13 |
6.25
|
16 |
4.16
|
15 |
6.04
|
12 |
| DSP Short Term Fund |
|
|
|
|
|
|
|
|
||||||||
| Franklin India Short Term Income Plan |
0.00
|
2 |
0.00
|
15 |
0.00
|
20 |
1.47
|
3 |
4.31
|
1 |
9.35
|
2 |
12.52
|
1 |
6.45
|
8 |
| HDFC Short Term Debt Fund |
|
|
|
|
|
|
|
|
||||||||
| ICICI Prudential Short Term Fund |
-0.02
|
6 |
0.03
|
7 |
0.51
|
2 |
1.68
|
1 |
3.92
|
2 |
7.40
|
3 |
5.61
|
4 |
7.35
|
1 |
| IDBI Short Term Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Bond Fund - Short Term Plan |
-0.08
|
20 |
-0.00
|
17 |
0.40
|
12 |
1.15
|
18 |
3.14
|
15 |
6.75
|
8 |
4.35
|
11 |
6.65
|
6 |
| Indiabulls Short Term Fund |
-0.04
|
11 |
0.04
|
3 |
0.36
|
17 |
0.94
|
20 |
2.05
|
20 |
5.22
|
20 |
3.50
|
18 |
4.44
|
15 |
| Invesco India Short Term Fund |
-0.04
|
12 |
0.00
|
14 |
0.38
|
16 |
1.15
|
17 |
3.04
|
18 |
6.00
|
18 |
3.98
|
16 |
6.14
|
11 |
| Kotak Bond Short Term Fund |
-0.03
|
10 |
-0.02
|
19 |
0.41
|
10 |
1.43
|
5 |
3.53
|
6 |
6.59
|
13 |
4.54
|
10 |
6.66
|
5 |
| LIC Mf Short Term Debt Fund |
-0.04
|
14 |
0.01
|
11 |
0.35
|
18 |
1.16
|
16 |
3.04
|
17 |
5.93
|
19 |
3.57
|
17 |
|
|
| Mahindra Manulife Short Term Fund |
-0.07
|
19 |
-0.01
|
18 |
0.43
|
5 |
1.26
|
13 |
3.22
|
12 |
6.35
|
15 |
|
|
||
| Mirae Asset Short Term Fund |
-0.03
|
9 |
0.02
|
9 |
0.43
|
6 |
1.33
|
9 |
3.33
|
11 |
6.37
|
14 |
4.33
|
12 |
6.25
|
9 |
| Nippon India Short Term Fund |
-0.03
|
8 |
0.02
|
8 |
0.41
|
11 |
1.35
|
8 |
3.57
|
5 |
6.74
|
9 |
5.05
|
6 |
6.80
|
4 |
| SBI Short Term Debt Fund |
-0.01
|
4 |
0.05
|
2 |
0.47
|
4 |
1.47
|
4 |
3.52
|
8 |
6.87
|
5 |
4.65
|
8 |
6.64
|
7 |
| Sundaram Short Duration Fund |
-0.05
|
17 |
0.01
|
13 |
0.39
|
14 |
1.29
|
11 |
3.45
|
9 |
6.78
|
7 |
|
|
||
| Tata Short Term Bond Fund |
-0.04
|
15 |
0.01
|
12 |
0.38
|
15 |
1.18
|
15 |
3.20
|
14 |
6.61
|
12 |
4.24
|
13 |
5.64
|
13 |
| UTI Short Term Income Fund |
-0.01
|
5 |
0.06
|
1 |
0.49
|
3 |
1.40
|
7 |
3.59
|
4 |
6.80
|
6 |
6.54
|
3 |
5.11
|
14 |
| PGIM India Short Duration Fund |
-0.00
|
3 |
0.04
|
4 |
0.43
|
7 |
1.18
|
14 |
3.12
|
16 |
6.08
|
17 |
4.22
|
14 |
4.02
|
16 |
| Axis Short Term Fund |
-0.04
|
13 |
0.02
|
10 |
0.40
|
13 |
1.28
|
12 |
3.42
|
10 |
6.67
|
11 |
4.84
|
7 |
6.92
|
3 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Short Term Fund |
-0.05
|
16 |
-0.00
|
16 |
0.42
|
8 |
1.41
|
6 |
3.52
|
7 |
6.74
|
10 |
5.25
|
5 |
7.04
|
2 |
| Baroda BNP Paribas Short Duration Fund |
0.00
|
1 |
0.04
|
5 |
0.52
|
1 |
1.49
|
2 |
3.67
|
3 |
6.97
|
4 |
4.56
|
9 |
6.17
|
10 |
| Bank Of India Short Term Income Fund |
-0.07
|
18 |
-0.04
|
20 |
0.33
|
19 |
1.05
|
19 |
2.77
|
19 |
13.35
|
1 |
11.46
|
2 |
3.61
|
17 |
| Canara Robeco Short Duration Fund |
-0.02
|
7 |
0.04
|
6 |
0.42
|
9 |
1.30
|
10 |
3.20
|
13 |
6.25
|
16 |
4.16
|
15 |
6.04
|
12 |
| DSP Short Term Fund |
|
|
|
|
|
|
|
|
||||||||
| Franklin India Short Term Income Plan |
0.00
|
2 |
0.00
|
15 |
0.00
|
20 |
1.47
|
3 |
4.31
|
1 |
9.35
|
2 |
12.52
|
1 |
6.45
|
8 |
| HDFC Short Term Debt Fund |
|
|
|
|
|
|
|
|
||||||||
| ICICI Prudential Short Term Fund |
-0.02
|
6 |
0.03
|
7 |
0.51
|
2 |
1.68
|
1 |
3.92
|
2 |
7.40
|
3 |
5.61
|
4 |
7.35
|
1 |
| IDBI Short Term Bond Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Bond Fund - Short Term Plan |
-0.08
|
20 |
-0.00
|
17 |
0.40
|
12 |
1.15
|
18 |
3.14
|
15 |
6.75
|
8 |
4.35
|
11 |
6.65
|
6 |
| Indiabulls Short Term Fund |
-0.04
|
11 |
0.04
|
3 |
0.36
|
17 |
0.94
|
20 |
2.05
|
20 |
5.22
|
20 |
3.50
|
18 |
4.44
|
15 |
| Invesco India Short Term Fund |
-0.04
|
12 |
0.00
|
14 |
0.38
|
16 |
1.15
|
17 |
3.04
|
18 |
6.00
|
18 |
3.98
|
16 |
6.14
|
11 |
| Kotak Bond Short Term Fund |
-0.03
|
10 |
-0.02
|
19 |
0.41
|
10 |
1.43
|
5 |
3.53
|
6 |
6.59
|
13 |
4.54
|
10 |
6.66
|
5 |
| LIC Mf Short Term Debt Fund |
-0.04
|
14 |
0.01
|
11 |
0.35
|
18 |
1.16
|
16 |
3.04
|
17 |
5.93
|
19 |
3.57
|
17 |
|
|
| Mahindra Manulife Short Term Fund |
-0.07
|
19 |
-0.01
|
18 |
0.43
|
5 |
1.26
|
13 |
3.22
|
12 |
6.35
|
15 |
|
|
||
| Mirae Asset Short Term Fund |
-0.03
|
9 |
0.02
|
9 |
0.43
|
6 |
1.33
|
9 |
3.33
|
11 |
6.37
|
14 |
4.33
|
12 |
6.25
|
9 |
| Nippon India Short Term Fund |
-0.03
|
8 |
0.02
|
8 |
0.41
|
11 |
1.35
|
8 |
3.57
|
5 |
6.74
|
9 |
5.05
|
6 |
6.80
|
4 |
| SBI Short Term Debt Fund |
-0.01
|
4 |
0.05
|
2 |
0.47
|
4 |
1.47
|
4 |
3.52
|
8 |
6.87
|
5 |
4.65
|
8 |
6.64
|
7 |
| Sundaram Short Duration Fund |
-0.05
|
17 |
0.01
|
13 |
0.39
|
14 |
1.29
|
11 |
3.45
|
9 |
6.78
|
7 |
|
|
||
| Tata Short Term Bond Fund |
-0.04
|
15 |
0.01
|
12 |
0.38
|
15 |
1.18
|
15 |
3.20
|
14 |
6.61
|
12 |
4.24
|
13 |
5.64
|
13 |
| UTI Short Term Income Fund |
-0.01
|
5 |
0.06
|
1 |
0.49
|
3 |
1.40
|
7 |
3.59
|
4 |
6.80
|
6 |
6.54
|
3 |
5.11
|
14 |
| PGIM India Short Duration Fund |
-0.00
|
3 |
0.04
|
4 |
0.43
|
7 |
1.18
|
14 |
3.12
|
16 |
6.08
|
17 |
4.22
|
14 |
4.02
|
16 |
| Axis Short Term Fund |
-0.04
|
13 |
0.02
|
10 |
0.40
|
13 |
1.28
|
12 |
3.42
|
10 |
6.67
|
11 |
4.84
|
7 |
6.92
|
3 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Short Term Opportunities Fund |
0.50
|
9 |
1.46
|
7 |
3.39
|
4 |
4.37
|
6 |
7.06
|
4 |
| Axis Short Term Fund |
0.49
|
11 |
1.37
|
15 |
3.17
|
12 |
3.89
|
9 |
6.81
|
5 |
| Franklin India Short Term Income Plan |
0.81
|
1 |
2.28
|
1 |
4.49
|
1 |
11.22
|
2 |
5.13
|
17 |
| Mirae Asset Short Term Fund |
0.46
|
17 |
1.34
|
18 |
2.96
|
19 |
3.40
|
15 |
5.85
|
13 |
| Boi Axa Short Term Income Fund |
0.46
|
19 |
1.56
|
3 |
3.53
|
3 |
13.66
|
1 |
0.12
|
20 |
| Canara Robeco Short Duration Fund |
0.47
|
15 |
1.33
|
19 |
2.97
|
18 |
3.14
|
17 |
5.72
|
14 |
| Dsp Short Term Fund |
0.48
|
12 |
1.36
|
17 |
3.01
|
16 |
3.24
|
16 |
6.13
|
10 |
| Hdfc Short Term Debt Fund |
0.53
|
3 |
1.53
|
4 |
3.28
|
7 |
4.11
|
8 |
7.11
|
2 |
| Icici Prudential Short Term Fund |
0.55
|
2 |
1.70
|
2 |
3.72
|
2 |
4.40
|
5 |
7.08
|
3 |
| Idbi Short Term Bond Fund |
0.45
|
21 |
1.37
|
14 |
2.99
|
17 |
8.25
|
3 |
7.40
|
1 |
| Idfc Bond Fund - Short Term Plan |
0.50
|
8 |
1.38
|
12 |
3.31
|
5 |
3.48
|
13 |
6.23
|
9 |
| Indiabulls Short Term Fund |
0.40
|
23 |
1.08
|
23 |
2.51
|
23 |
2.59
|
20 |
3.67
|
19 |
| Invesco India Short Term Fund |
0.45
|
20 |
1.24
|
21 |
2.91
|
20 |
2.88
|
19 |
5.91
|
12 |
| Kotak Bond Short Term Fund |
0.47
|
14 |
1.38
|
11 |
3.23
|
10 |
3.53
|
12 |
6.44
|
7 |
| Nippon India Short Term Fund |
0.49
|
10 |
1.39
|
10 |
3.14
|
13 |
4.24
|
7 |
6.68
|
6 |
| Pgim India Short Maturity Fund |
0.46
|
18 |
1.27
|
20 |
2.90
|
21 |
3.45
|
14 |
3.86
|
18 |
| Sbi Short Term Debt Fund |
0.51
|
4 |
1.46
|
5 |
3.26
|
9 |
3.58
|
11 |
6.43
|
8 |
| Tata Short Term Bond Fund |
0.48
|
13 |
1.37
|
13 |
3.30
|
6 |
3.09
|
18 |
6.13
|
11 |
| Uti Short Term Income Fund |
0.51
|
5 |
1.44
|
8 |
3.10
|
14 |
6.89
|
4 |
5.25
|
16 |
| Lic Mf Short Term Debt Fund |
0.43
|
22 |
1.23
|
22 |
2.84
|
22 |
2.53
|
21 |
|
|
| Mahindra Manulife Short Term Fund |
0.47
|
16 |
1.36
|
16 |
3.06
|
15 |
|
|
||
| Sundaram Short Duration Fund |
0.50
|
7 |
1.41
|
9 |
3.26
|
8 |
|
|
||
| Baroda Bnp Paribas Short Duration Fund |
0.50
|
6 |
1.46
|
6 |
3.22
|
11 |
3.67
|
10 |
5.60
|
15 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Short Term Opportunities Fund |
0.56
|
6 |
1.64
|
5 |
3.76
|
3 |
5.12
|
6 |
7.81
|
3 |
| Axis Short Term Fund |
0.55
|
10 |
1.53
|
15 |
3.51
|
14 |
4.60
|
8 |
7.54
|
5 |
| Franklin India Short Term Income Plan |
0.81
|
1 |
2.28
|
1 |
4.49
|
1 |
8.15
|
3 |
3.88
|
19 |
| Mirae Asset Short Term Fund |
0.53
|
16 |
1.54
|
14 |
3.39
|
16 |
4.25
|
12 |
6.71
|
13 |
| Boi Axa Short Term Income Fund |
0.49
|
21 |
1.66
|
3 |
3.74
|
4 |
14.16
|
1 |
0.59
|
20 |
| Canara Robeco Short Duration Fund |
0.52
|
18 |
1.48
|
20 |
3.28
|
20 |
3.78
|
19 |
6.41
|
14 |
| Dsp Short Term Fund |
0.54
|
14 |
1.51
|
16 |
3.32
|
19 |
3.89
|
18 |
6.83
|
10 |
| Hdfc Short Term Debt Fund |
0.57
|
3 |
1.64
|
4 |
3.52
|
12 |
4.59
|
9 |
7.52
|
6 |
| Icici Prudential Short Term Fund |
0.61
|
2 |
1.88
|
2 |
4.07
|
2 |
5.20
|
5 |
7.89
|
2 |
| Idbi Short Term Bond Fund |
0.49
|
22 |
1.49
|
18 |
3.22
|
22 |
8.76
|
2 |
7.98
|
1 |
| Idfc Bond Fund - Short Term Plan |
0.54
|
15 |
1.49
|
17 |
3.55
|
11 |
3.98
|
16 |
6.76
|
12 |
| Indiabulls Short Term Fund |
0.49
|
23 |
1.37
|
23 |
3.07
|
23 |
3.91
|
17 |
5.00
|
17 |
| Invesco India Short Term Fund |
0.53
|
17 |
1.45
|
21 |
3.34
|
18 |
3.77
|
20 |
6.82
|
11 |
| Kotak Bond Short Term Fund |
0.54
|
13 |
1.58
|
10 |
3.65
|
6 |
4.39
|
11 |
7.32
|
7 |
| Nippon India Short Term Fund |
0.55
|
12 |
1.55
|
13 |
3.56
|
9 |
5.08
|
7 |
7.54
|
4 |
| Pgim India Short Maturity Fund |
0.52
|
19 |
1.43
|
22 |
3.23
|
21 |
4.17
|
13 |
4.67
|
18 |
| Sbi Short Term Debt Fund |
0.55
|
8 |
1.59
|
9 |
3.51
|
13 |
4.10
|
14 |
6.97
|
9 |
| Tata Short Term Bond Fund |
0.55
|
11 |
1.56
|
12 |
3.72
|
5 |
4.04
|
15 |
7.12
|
8 |
| Uti Short Term Income Fund |
0.56
|
5 |
1.60
|
8 |
3.42
|
15 |
7.56
|
4 |
5.77
|
16 |
| Lic Mf Short Term Debt Fund |
0.51
|
20 |
1.49
|
19 |
3.38
|
17 |
3.62
|
21 |
|
|
| Mahindra Manulife Short Term Fund |
0.55
|
9 |
1.60
|
7 |
3.55
|
10 |
|
|
||
| Sundaram Short Duration Fund |
0.55
|
7 |
1.57
|
11 |
3.56
|
8 |
|
|
||
| Baroda Bnp Paribas Short Duration Fund |
0.56
|
4 |
1.63
|
6 |
3.57
|
7 |
4.42
|
10 |
6.36
|
15 |
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Short Term Fund |
-0.48
|
3 |
-0.51
|
5 |
-0.26
|
4 |
1.58
|
17 |
0.99
|
8 |
| Baroda Bnp Paribas Short Duration Fund |
-1.01
|
11 |
-1.19
|
19 |
-0.74
|
19 |
1.34
|
7 |
1.00
|
9 |
| Bank Of India Short Term Income Fund |
-0.39
|
1 |
-0.51
|
6 |
-0.18
|
1 |
9.67
|
21 |
2.33
|
20 |
| Canara Robeco Short Duration Fund |
-0.61
|
6 |
-0.69
|
10 |
-0.31
|
8 |
1.23
|
2 |
0.86
|
3 |
| Dsp Short Term Fund |
-1.13
|
12 |
-0.69
|
9 |
-0.39
|
12 |
1.37
|
8 |
0.97
|
6 |
| Franklin India Short Term Income Plan |
-5.51
|
21 |
-5.05
|
21 |
-1.94
|
21 |
7.20
|
20 |
4.18
|
21 |
| Hdfc Short Term Debt Fund |
-0.76
|
9 |
-0.59
|
7 |
-0.40
|
14 |
1.44
|
10 |
1.01
|
10 |
| Icici Prudential Short Term Fund |
-0.58
|
5 |
-0.27
|
1 |
-0.22
|
2 |
1.30
|
5 |
0.87
|
4 |
| Idbi Short Term Bond Fund |
-1.69
|
19 |
-1.11
|
18 |
-0.95
|
20 |
4.77
|
19 |
1.57
|
19 |
| Idfc Bond Fund - Short Term Plan |
-1.34
|
17 |
-1.28
|
20 |
-0.71
|
18 |
1.51
|
15 |
1.12
|
18 |
| Indiabulls Short Term Fund |
-1.21
|
16 |
-1.09
|
17 |
-0.38
|
11 |
1.50
|
14 |
1.05
|
14 |
| Invesco India Short Term Fund |
-1.81
|
20 |
-0.93
|
15 |
-0.40
|
13 |
1.54
|
16 |
1.12
|
17 |
| Kotak Bond Short Term Fund |
-1.17
|
14 |
-0.83
|
13 |
-0.61
|
17 |
1.49
|
13 |
1.06
|
15 |
| Lic Mf Short Term Debt Fund |
-1.18
|
15 |
-0.96
|
16 |
-0.35
|
10 |
1.34
|
6 |
0.99
|
7 |
| Mirae Asset Short Term Fund |
-0.97
|
10 |
-0.64
|
8 |
-0.47
|
15 |
1.27
|
4 |
0.92
|
5 |
| Nippon India Short Term Fund |
-0.66
|
8 |
-0.85
|
14 |
-0.33
|
9 |
1.40
|
9 |
1.01
|
11 |
| Sbi Short Term Debt Fund |
-1.65
|
18 |
-0.77
|
12 |
-0.59
|
16 |
1.44
|
11 |
1.05
|
13 |
| Sundaram Short Duration Fund |
|
|
|
|
|
|||||
| Tata Short Term Bond Fund |
-1.13
|
13 |
-0.76
|
11 |
-0.30
|
7 |
1.47
|
12 |
1.03
|
12 |
| Uti Short Term Income Fund |
-0.65
|
7 |
-0.43
|
2 |
-0.28
|
6 |
2.71
|
18 |
1.07
|
16 |
| Pgim India Short Duration Fund |
-0.57
|
4 |
-0.46
|
3 |
-0.25
|
3 |
1.10
|
1 |
0.79
|
1 |
| Axis Short Term Fund |
-0.41
|
2 |
-0.49
|
4 |
-0.27
|
5 |
1.24
|
3 |
0.85
|
2 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Short Term Fund |
-0.75
|
5 |
-0.28
|
5 |
0.55
|
5 |
0.45
|
1.46
|
6 | 0.82 | 9 |
0.51
|
12 |
-0.01
|
5 |
0.48
|
5 |
0.9355
|
5 |
| Baroda Bnp Paribas Short Duration Fund |
-1.72
|
13 |
-0.48
|
11 |
0.41
|
11 |
0.45
|
|
|
|
|
|
|||||||
| Bank Of India Short Term Income Fund |
0.42
|
2 |
1.00
|
1 |
1.09
|
1 |
0.48
|
4.20
|
3 | 1.44 | 1 |
0.03
|
14 |
0.03
|
2 |
0.63
|
2 |
10.0521
|
1 |
| Canara Robeco Short Duration Fund |
-2.32
|
18 |
-0.59
|
18 |
0.38
|
18 |
0.43
|
-0.29
|
12 | 0.81 | 10 |
0.91
|
2 |
-0.03
|
13 |
0.28
|
13 |
-1.0707
|
13 |
| Dsp Short Term Fund |
-1.92
|
15 |
-0.53
|
15 |
0.40
|
13 |
0.41
|
|
|
|
|
|
|||||||
| Franklin India Short Term Income Plan |
0.46
|
1 |
0.27
|
2 |
0.71
|
2 |
0.50
|
7.71
|
1 | 0.50 | 15 |
0.01
|
16 |
0.07
|
1 |
0.63
|
1 |
8.0057
|
2 |
| Hdfc Short Term Debt Fund |
-1.19
|
7 |
-0.38
|
7 |
0.50
|
7 |
0.44
|
0.69
|
7 | 0.86 | 7 |
0.81
|
8 |
-0.02
|
6 |
0.42
|
7 |
0.3786
|
7 |
| Icici Prudential Short Term Fund |
-1.09
|
6 |
-0.37
|
6 |
0.54
|
6 |
0.41
|
1.80
|
5 | 0.69 | 12 |
0.64
|
11 |
-0.02
|
8 |
0.44
|
6 |
0.3962
|
6 |
| Idbi Short Term Bond Fund |
0.11
|
3 |
0.12
|
3 |
0.69
|
3 |
0.52
|
4.50
|
2 | 0.55 | 14 |
0.02
|
15 |
0.01
|
3 |
0.59
|
3 |
4.2372
|
3 |
| Idfc Bond Fund - Short Term Plan |
-1.70
|
11 |
-0.48
|
10 |
0.39
|
17 |
0.41
|
|
|
|
|
|
|||||||
| Indiabulls Short Term Fund |
-2.39
|
19 |
-0.61
|
19 |
0.30
|
21 |
0.46
|
-1.76
|
16 | 0.96 | 3 |
0.88
|
5 |
-0.04
|
14 |
0.27
|
14 |
-2.1386
|
16 |
| Invesco India Short Term Fund |
-1.99
|
16 |
-0.54
|
16 |
0.35
|
19 |
0.41
|
-1.37
|
15 | 0.99 | 2 |
0.88
|
6 |
-0.03
|
11 |
0.32
|
11 |
-1.3138
|
14 |
| Kotak Bond Short Term Fund |
-1.65
|
9 |
-0.48
|
9 |
0.41
|
12 |
0.42
|
|
|
|
|
|
|||||||
| Lic Mf Short Term Debt Fund |
-2.56
|
21 |
-0.62
|
21 |
0.31
|
20 |
0.41
|
-1.15
|
14 | 0.86 | 6 |
0.88
|
4 |
-0.04
|
15 |
0.25
|
16 |
-1.5792
|
15 |
| Mirae Asset Short Term Fund |
-2.11
|
17 |
-0.55
|
17 |
0.40
|
15 |
0.38
|
-0.13
|
11 | 0.81 | 11 |
0.91
|
3 |
-0.03
|
12 |
0.31
|
12 |
-0.8062
|
11 |
| Nippon India Short Term Fund |
-1.37
|
8 |
-0.41
|
8 |
0.47
|
9 |
0.43
|
0.12
|
9 | 0.94 | 4 |
0.93
|
1 |
-0.02
|
7 |
0.40
|
8 |
-0.0755
|
8 |
| Sbi Short Term Debt Fund |
-1.71
|
12 |
-0.49
|
13 |
0.42
|
10 |
0.44
|
0.07
|
10 | 0.82 | 8 |
0.75
|
10 |
-0.03
|
10 |
0.36
|
9 |
-0.5665
|
9 |
| Sundaram Short Duration Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata Short Term Bond Fund |
-1.85
|
14 |
-0.52
|
14 |
0.39
|
16 |
0.41
|
-0.63
|
13 | 0.92 | 5 |
0.82
|
7 |
-0.03
|
9 |
0.34
|
10 |
-0.8352
|
12 |
| Uti Short Term Income Fund |
-0.21
|
4 |
-0.13
|
4 |
0.62
|
4 |
0.51
|
3.92
|
4 | 0.43 | 16 |
0.03
|
13 |
-0.01
|
4 |
0.55
|
4 |
1.9286
|
4 |
| Pgim India Short Duration Fund |
-2.49
|
20 |
-0.61
|
20 |
0.40
|
14 |
0.38
|
0.60
|
8 | 0.64 | 13 |
0.80
|
9 |
-0.04
|
16 |
0.26
|
15 |
-0.7368
|
10 |
| Axis Short Term Fund |
-1.66
|
10 |
-0.49
|
12 |
0.47
|
8 |
0.42
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.