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
Icici Prudential Short Term Fund 1
7.56% 6.13% 6.96% 6.82% 7.66% 8.20% 6.85% 7.72% 7.62% 8.44% % % % %
Uti Short Term Income Fund 2
7.32% 7.19% 7.54% 5.31% 6.46% 7.92% 7.83% 8.14% 5.87% 7.02% % % % %
Hdfc Short Term Debt Fund 3
7.69% 5.73% 6.85% 6.99% 7.59% 7.95% 6.13% 7.25% 7.33% 7.88% % % % %
Bank Of India Short Term Income Fund 4
6.59% 12.23% 6.18% 4.19% 5.70% 7.15% 12.70% 6.67% 4.72% 6.37% % % % %
Aditya Birla Sun Life Short Term Fund 5
7.24% 5.72% 6.64% 6.71% 7.56% 7.93% 6.46% 7.38% 7.43% 8.25% % % % %
Axis Short Term Fund 6
7.27% 5.54% 6.46% 6.62% 7.27% 7.84% 6.19% 7.15% 7.31% 8.02% % % % %
Nippon India Short Term Fund 7
7.32% 5.42% 6.43% 6.36% 7.18% 7.92% 6.17% 7.23% 7.13% 7.92% % % % %
Franklin India Short Term Income Plan 8
0.67% 8.98% 4.89% 5.65% 6.83% 0.67% 6.86% 3.90% 5.16% 6.74% % % % %
Baroda Bnp Paribas Short Duration Fund 9
7.06% 5.26% 5.76% 6.27% 7.13% 7.79% 5.98% 6.50% 7.01% 7.87% % % % %
Sbi Short Term Debt Fund 10
7.08% 5.33% 6.14% 6.29% 7.10% 7.61% 5.86% 6.67% 6.85% 7.65% % % % %
Bandhan Bond Fund - Short Term Plan 11
7.45% 5.23% 6.19% 6.42% 7.07% 7.96% 5.74% 6.71% 6.94% 7.62% % % % %
Kotak Bond Short Term Fund 12
7.09% 5.20% 6.12% 6.32% 7.05% 7.93% 6.05% 6.98% 7.19% 7.92% % % % %
Invesco India Short Term Fund 13
7.33% 4.85% 5.74% 5.89% 6.61% 7.68% 5.56% 6.53% 6.72% 7.45% % % % %
Sundaram Short Duration Fund 14
6.99% % % % % 7.58% % % % % % % % %
Mahindra Manulife Short Term Fund 15
7.15% 5.04% % % % 8.20% 6.06% % % % % % % %
Dsp Short Term Fund 16
6.92% 5.03% 5.95% 6.05% 6.86% 7.58% 5.68% 6.62% 6.75% 7.60% % % % %
Tata Short Term Bond Fund 17
6.81% 5.00% 5.86% 5.16% 6.22% 7.69% 5.89% 6.79% 6.08% 7.13% % % % %
Mirae Asset Short Term Fund 18
6.82% 5.02% 5.69% % % 7.70% 5.89% 6.56% % % % % % %
Canara Robeco Short Duration Fund 19
6.66% 4.79% 5.61% 5.81% 6.39% 7.30% 5.42% 6.27% 6.50% 7.11% % % % %
Lic Mf Short Term Debt Fund 20
6.84% 4.51% 5.20% % % 7.88% 5.59% 6.29% % % % % % %
Indiabulls Short Term Fund 21
6.61% 4.22% 3.93% 4.91% 6.05% 7.82% 5.46% 5.18% 6.14% 7.30% % % % %

Return Calculated On: 26 July 2024

Ratios Calculated On: 30 April 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Short Term Fund 12,868.80 12,500.30 42,541.20 39,808.87 82,764.00 67,952.04 132,308.40 103,999.90 248,808.00 169,194.72 578,376.00 324,116.28
Baroda BNP Paribas Short Duration Fund 12,847.20 12,485.06 41,983.20 39,646.91 79,374.00 66,890.88 128,553.60 101,501.82 238,920.00 164,692.56
Bank Of India Short Term Income Fund 12,790.80 12,459.77 50,889.60 42,225.84 80,958.00 73,960.62 111,955.20 104,664.34 208,812.00 159,753.36 434,808.00 281,638.80
Canara Robeco Short Duration Fund 12,799.20 12,459.92 41,425.20 39,354.23 78,834.00 66,254.82 124,714.80 100,318.18 223,032.00 161,052.00
DSP Short Term Fund 12,830.40 12,485.92 41,706.00 39,535.92 80,106.00 66,702.18 126,680.40 101,374.39 232,956.00 163,006.92 509,364.00 303,094.62
Franklin India Short Term Income Plan 12,080.40 12,006.88 46,598.40 38,779.70 76,188.00 67,908.90 123,404.40 100,939.27 232,428.00 161,999.88 528,426.00 304,114.86
HDFC Short Term Debt Fund 12,922.80 12,530.98 42,548.40 39,935.63 83,550.00 68,009.82 134,836.80 104,440.81 249,324.00 170,300.40
ICICI Prudential Short Term Fund 12,907.20 12,508.85 43,030.80 40,057.56 83,982.00 68,365.14 133,274.40 104,815.54 251,028.00 170,772.24 321,374.70
Bandhan Bond Fund - Short Term Plan 12,894.00 12,518.05 41,954.40 39,684.71 81,036.00 67,073.88 129,838.80 102,390.29 237,516.00 165,430.56 509,670.00 307,355.04
Indiabulls Short Term Fund 12,793.20 12,455.96 40,752.00 39,031.49 72,750.00 64,993.56 117,457.20 96,763.30 215,976.00 154,006.20
Invesco India Short Term Fund 12,879.60 12,509.78 41,497.20 39,500.42 79,326.00 66,466.56 125,420.40 100,865.69 227,664.00 161,616.00 49,127,022.00 10,742,873.94
Kotak Bond Short Term Fund 12,850.80 12,496.27 41,911.20 39,577.64 80,754.00 66,934.98 129,007.20 102,131.48 237,120.00 164,997.24 507,978.00 306,167.58
LIC Mf Short Term Debt Fund 12,820.80 12,483.53 41,094.00 39,304.08 77,292.00 65,793.54
Mahindra Manulife Short Term Fund 12,858.00 12,496.28 41,720.40 39,525.23
Mirae Asset Short Term Fund 12,818.40 12,482.77 41,698.80 39,487.79 79,134.00 66,544.02
Nippon India Short Term Fund 12,878.40 12,508.15 42,177.60 39,707.35 81,924.00 67,453.74 129,326.40 102,881.86 240,024.00 166,167.48 522,432.00 310,368.06
SBI Short Term Debt Fund 12,849.60 12,488.35 42,073.20 39,648.02 80,826.00 67,033.14 128,772.00 102,169.70 238,284.00 165,158.52 521,046.00 308,332.80
Sundaram Short Duration Fund 12,838.80 12,489.01
Tata Short Term Bond Fund 12,817.20 12,476.75 41,680.80 39,511.08 79,752.00 66,626.64 119,422.80 99,984.78 219,456.00 158,106.84 480,834.00 291,068.46
UTI Short Term Income Fund 12,878.40 12,497.69 44,337.60 39,918.85 86,310.00 69,011.52 120,640.80 102,098.39 224,412.00 161,399.16 522,486.00 300,814.56
Axis Short Term Fund 12,872.40 12,504.54 42,314.40 39,741.41 82,062.00 67,451.46 131,527.20 103,217.02 242,160.00 167,404.80

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Short Term Fund 12,951.60 12,544.16 43,434.00 40,238.71 85,668.00 69,181.62 138,759.60 106,760.22 265,128.00 175,832.04
Baroda BNP Paribas Short Duration Fund 12,934.80 12,531.12 42,847.20 40,073.58 82,188.00 68,101.08 134,946.00 104,197.38 255,936.00 171,286.56
Bank Of India Short Term Income Fund 12,858.00 12,496.69 51,534.00 42,552.00 82,848.00 74,855.94 116,004.00 106,464.46 222,600.00 164,413.68
Canara Robeco Short Duration Fund 12,876.00 12,500.76 42,177.60 39,726.76 81,324.00 67,303.20 130,552.80 102,712.60 238,596.00 167,065.80
DSP Short Term Fund 12,909.60 12,527.53 42,483.60 39,921.55 82,680.00 67,786.08 132,736.80 103,860.20 249,708.00 169,304.64
Franklin India Short Term Income Plan 12,080.40 12,008.38 43,930.80 38,228.00 72,666.00 65,821.98 119,481.60 97,586.08 230,424.00 157,405.08
HDFC Short Term Debt Fund 12,954.00 12,544.76 43,041.60 40,143.96 85,128.00 68,678.76 137,802.00 105,858.65 256,104.00 173,341.20
ICICI Prudential Short Term Fund 12,984.00 12,549.19 43,923.60 40,471.52 87,024.00 69,603.00 140,431.20 107,697.32 269,904.00 178,016.16
Bandhan Bond Fund - Short Term Plan 12,955.20 12,550.42 42,559.20 39,982.50 83,040.00 67,917.00 134,366.40 104,296.00 250,140.00 170,110.80
Indiabulls Short Term Fund 12,938.40 12,536.88 42,220.80 39,740.62 77,250.00 67,012.26 127,453.20 101,144.90 242,808.00 164,405.88
Invesco India Short Term Fund 12,921.60 12,528.19 42,350.40 39,851.14 82,332.00 67,622.28 132,392.40 103,650.29 246,132.00 168,460.08
Kotak Bond Short Term Fund 12,951.60 12,548.82 42,933.60 40,077.72 84,084.00 68,350.20 136,609.20 105,325.75 257,172.00 172,836.84
LIC Mf Short Term Debt Fund 12,945.60 12,549.54 42,379.20 39,934.01 81,402.00 67,561.50
Mahindra Manulife Short Term Fund 12,984.00 12,562.61 42,951.60 40,133.81
Mirae Asset Short Term Fund 12,924.00 12,539.24 42,742.80 40,005.79 82,440.00 67,986.96
Nippon India Short Term Fund 12,950.40 12,545.84 43,081.20 40,118.90 85,050.00 68,710.26 136,038.00 105,757.26 257,052.00 172,974.84
SBI Short Term Debt Fund 12,913.20 12,522.30 42,706.80 39,961.26 82,872.00 67,908.96 133,585.20 104,149.58 250,836.00 170,049.96
Sundaram Short Duration Fund 12,909.60 12,525.90
Tata Short Term Bond Fund 12,922.80 12,533.58 42,750.00 40,029.12 83,340.00 68,122.68 126,974.40 103,300.68 239,004.00 165,915.12
UTI Short Term Income Fund 12,950.40 12,533.71 45,136.80 40,290.55 88,716.00 70,077.90 125,218.80 104,262.14 236,484.00 166,314.72
Axis Short Term Fund 12,940.80 12,539.96 43,113.60 40,114.62 84,744.00 68,555.94 137,667.60 105,746.68 259,428.00 173,728.20

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Short Term Fund
0.06%
0.17%
0.77%
2.16%
3.89%
7.24%
5.72%
6.64%
6.71%
7.56%
8.09%
Baroda BNP Paribas Short Duration Fund
0.08%
0.18%
0.81%
2.07%
3.80%
7.06%
5.26%
5.76%
6.27%
7.13%
%
Bank Of India Short Term Income Fund
0.05%
0.17%
0.75%
2.06%
3.56%
6.59%
12.23%
6.18%
4.19%
5.70%
6.06%
Canara Robeco Short Duration Fund
0.06%
0.15%
0.73%
1.98%
3.58%
6.66%
4.79%
5.61%
5.81%
6.39%
%
DSP Short Term Fund
0.09%
0.22%
0.86%
2.16%
3.78%
6.92%
5.03%
5.95%
6.05%
6.86%
7.18%
Franklin India Short Term Income Plan
0.00%
0.00%
0.00%
0.00%
0.00%
0.67%
8.98%
4.89%
5.65%
6.83%
7.44%
HDFC Short Term Debt Fund
0.09%
0.20%
0.84%
2.24%
4.19%
7.69%
5.73%
6.85%
6.99%
7.59%
%
ICICI Prudential Short Term Fund
0.08%
0.17%
0.79%
2.11%
3.95%
7.56%
6.13%
6.96%
6.82%
7.66%
%
Bandhan Bond Fund - Short Term Plan
0.07%
0.19%
0.88%
2.31%
3.87%
7.45%
5.23%
6.19%
6.42%
7.07%
7.19%
Indiabulls Short Term Fund
0.08%
0.26%
0.81%
2.06%
3.32%
6.61%
4.22%
3.93%
4.91%
6.05%
%
Invesco India Short Term Fund
0.07%
0.20%
0.80%
2.11%
4.15%
7.33%
4.85%
5.74%
5.89%
6.61%
45.35%
Kotak Bond Short Term Fund
0.11%
0.22%
0.85%
2.16%
3.92%
7.09%
5.20%
6.12%
6.32%
7.05%
7.16%
LIC Mf Short Term Debt Fund
0.08%
0.22%
0.87%
2.13%
3.82%
6.84%
4.51%
5.20%
%
%
%
Mahindra Manulife Short Term Fund
0.10%
0.22%
0.86%
2.15%
3.75%
7.15%
5.04%
%
%
%
%
Mirae Asset Short Term Fund
0.07%
0.19%
0.81%
2.13%
3.83%
6.82%
5.02%
5.69%
%
%
%
Nippon India Short Term Fund
0.09%
0.23%
0.87%
2.18%
3.93%
7.32%
5.42%
6.43%
6.36%
7.18%
7.36%
SBI Short Term Debt Fund
0.08%
0.18%
0.80%
2.12%
3.83%
7.08%
5.33%
6.14%
6.29%
7.10%
7.34%
Sundaram Short Duration Fund
0.06%
0.19%
0.79%
2.14%
3.79%
6.99%
%
%
%
%
%
Tata Short Term Bond Fund
0.06%
0.17%
0.78%
2.09%
3.68%
6.81%
5.00%
5.86%
5.16%
6.22%
6.77%
UTI Short Term Income Fund
0.03%
0.17%
0.76%
1.98%
3.90%
7.32%
7.19%
7.54%
5.31%
6.46%
7.36%
Axis Short Term Fund
0.07%
0.18%
0.80%
2.14%
3.95%
7.27%
5.54%
6.46%
6.62%
7.27%
%

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Short Term Fund
0.06%
0.18%
0.82%
2.32%
4.21%
7.93%
6.46%
7.38%
7.43%
8.25%
%
Baroda BNP Paribas Short Duration Fund
0.08%
0.19%
0.86%
2.24%
4.14%
7.79%
5.98%
6.50%
7.01%
7.87%
%
Bank Of India Short Term Income Fund
0.05%
0.18%
0.80%
2.20%
3.84%
7.15%
12.70%
6.67%
4.72%
6.37%
%
Canara Robeco Short Duration Fund
0.06%
0.16%
0.78%
2.13%
3.88%
7.30%
5.42%
6.27%
6.50%
7.11%
%
DSP Short Term Fund
0.10%
0.22%
0.91%
2.31%
4.09%
7.58%
5.68%
6.62%
6.75%
7.60%
%
Franklin India Short Term Income Plan
0.00%
0.00%
0.00%
0.00%
0.00%
0.67%
6.86%
3.90%
5.16%
6.74%
%
HDFC Short Term Debt Fund
0.09%
0.20%
0.87%
2.31%
4.24%
7.95%
6.13%
7.25%
7.33%
7.88%
%
ICICI Prudential Short Term Fund
0.08%
0.18%
0.84%
2.26%
4.25%
8.20%
6.85%
7.72%
7.62%
8.44%
%
Bandhan Bond Fund - Short Term Plan
0.07%
0.20%
0.92%
2.43%
4.11%
7.96%
5.74%
6.71%
6.94%
7.62%
%
Indiabulls Short Term Fund
0.08%
0.27%
0.91%
2.36%
3.93%
7.82%
5.46%
5.18%
6.14%
7.30%
%
Invesco India Short Term Fund
0.07%
0.20%
0.86%
2.31%
4.04%
7.68%
5.56%
6.53%
6.72%
7.45%
%
Kotak Bond Short Term Fund
0.12%
0.23%
0.91%
2.34%
4.31%
7.93%
6.05%
6.98%
7.19%
7.92%
%
LIC Mf Short Term Debt Fund
0.08%
0.23%
0.95%
2.37%
4.32%
7.88%
5.59%
6.29%
%
%
%
Mahindra Manulife Short Term Fund
0.11%
0.23%
0.94%
2.39%
4.25%
8.20%
6.06%
%
%
%
%
Mirae Asset Short Term Fund
0.07%
0.20%
0.88%
2.34%
4.25%
7.70%
5.89%
6.56%
%
%
%
Nippon India Short Term Fund
0.09%
0.24%
0.91%
2.32%
4.21%
7.92%
6.17%
7.23%
7.13%
7.92%
%
SBI Short Term Debt Fund
0.08%
0.18%
0.84%
2.25%
4.08%
7.61%
5.86%
6.67%
6.85%
7.65%
%
Sundaram Short Duration Fund
0.07%
0.19%
0.84%
2.28%
4.06%
7.58%
%
%
%
%
%
Tata Short Term Bond Fund
0.06%
0.18%
0.85%
2.29%
4.11%
7.69%
5.89%
6.79%
6.08%
7.13%
%
UTI Short Term Income Fund
0.03%
0.18%
0.80%
2.10%
4.16%
7.92%
7.83%
8.14%
5.87%
7.02%
%
Axis Short Term Fund
0.07%
0.19%
0.84%
2.27%
4.20%
7.84%
6.19%
7.15%
7.31%
8.02%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Short Term Fund
7.81%
6.64%
4.92%
6.01%
6.68%
7.43%
Baroda BNP Paribas Short Duration Fund
7.57%
6.37%
4.30%
5.33%
6.17%
%
Bank Of India Short Term Income Fund
7.17%
10.63%
8.30%
6.19%
5.58%
5.71%
Canara Robeco Short Duration Fund
7.18%
5.87%
3.92%
5.00%
5.74%
%
DSP Short Term Fund
7.59%
6.18%
4.18%
5.29%
5.97%
6.61%
Franklin India Short Term Income Plan
0.11%
4.89%
4.90%
5.17%
5.85%
6.65%
HDFC Short Term Debt Fund
8.30%
6.85%
4.95%
6.13%
6.81%
%
ICICI Prudential Short Term Fund
7.95%
7.06%
5.16%
6.23%
6.86%
7.32%
Bandhan Bond Fund - Short Term Plan
8.10%
6.43%
4.40%
5.57%
6.25%
6.78%
Indiabulls Short Term Fund
7.12%
5.32%
3.16%
3.98%
4.88%
%
Invesco India Short Term Fund
7.96%
6.12%
4.04%
5.15%
5.80%
47.58%
Kotak Bond Short Term Fund
7.75%
6.25%
4.32%
5.50%
6.20%
6.73%
LIC Mf Short Term Debt Fund
7.55%
5.78%
3.64%
%
%
%
Mahindra Manulife Short Term Fund
7.75%
6.16%
%
%
%
%
Mirae Asset Short Term Fund
7.54%
6.10%
4.09%
%
%
%
Nippon India Short Term Fund
7.94%
6.47%
4.63%
5.70%
6.34%
6.90%
SBI Short Term Debt Fund
7.63%
6.37%
4.38%
5.51%
6.22%
6.82%
Sundaram Short Duration Fund
7.64%
%
%
%
%
%
Tata Short Term Bond Fund
7.44%
6.14%
4.14%
4.90%
5.38%
6.11%
UTI Short Term Income Fund
7.77%
6.82%
5.54%
5.49%
5.78%
6.52%
Axis Short Term Fund
7.88%
6.53%
4.63%
5.80%
6.48%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Short Term Fund
8.51%
7.36%
5.63%
6.74%
7.42%
%
Baroda BNP Paribas Short Duration Fund
8.30%
7.08%
5.01%
6.06%
6.92%
%
Bank Of India Short Term Income Fund
7.76%
11.16%
8.78%
6.66%
6.13%
%
Canara Robeco Short Duration Fund
7.82%
6.50%
4.54%
5.66%
6.44%
%
DSP Short Term Fund
8.25%
6.83%
4.82%
5.97%
6.69%
%
Franklin India Short Term Income Plan
0.13%
3.94%
3.66%
4.22%
5.30%
%
HDFC Short Term Debt Fund
8.52%
7.20%
5.34%
6.50%
7.14%
%
ICICI Prudential Short Term Fund
8.59%
7.75%
5.87%
6.99%
7.65%
%
Bandhan Bond Fund - Short Term Plan
8.61%
6.93%
4.90%
6.09%
6.78%
%
Indiabulls Short Term Fund
8.39%
6.52%
4.37%
5.23%
6.13%
%
Invesco India Short Term Fund
8.26%
6.71%
4.73%
5.91%
6.60%
%
Kotak Bond Short Term Fund
8.58%
7.09%
5.15%
6.36%
7.09%
%
LIC Mf Short Term Debt Fund
8.59%
6.85%
4.69%
%
%
%
Mahindra Manulife Short Term Fund
8.80%
7.19%
%
%
%
%
Mirae Asset Short Term Fund
8.43%
6.97%
4.94%
%
%
%
Nippon India Short Term Fund
8.53%
7.16%
5.36%
6.48%
7.10%
%
SBI Short Term Debt Fund
8.16%
6.90%
4.90%
6.05%
6.78%
%
Sundaram Short Duration Fund
8.22%
%
%
%
%
%
Tata Short Term Bond Fund
8.34%
7.01%
5.02%
5.82%
6.31%
%
UTI Short Term Income Fund
8.34%
7.45%
6.15%
6.08%
6.35%
%
Axis Short Term Fund
8.44%
7.15%
5.27%
6.47%
7.19%
%