Idfc Bond Fund - Short Term Plan

Previously Known As : Idfc Super Saver Income Fund - Short Term Plan

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Fund Name NAV Date NAV Rupee Change Percent Change
IDFC Bond Fund - Short Term-Direct Plan-Fortnightly IDCW 29/Nov/2022 10.3894
-0.0011
-0.0106%
IDFC Bond Fund - Short Term - Regular Plan - Fortnightly IDCW 29/Nov/2022 10.4321
-0.0012
-0.0115%
IDFC Bond Fund - Short Term-Direct Plan-Monthly IDCW 29/Nov/2022 10.4704
-0.0011
-0.0105%
IDFC Bond Fund - Short Term - Direct Plan - Quarterly IDCW 29/Nov/2022 10.5409
-0.0011
-0.0104%
IDFC Bond Fund - Short Term - Regular Plan - Quarterly IDCW 29/Nov/2022 10.6272
-0.0012
-0.0113%
IDFC Bond Fund - Short Term - Regular Plan - Annual IDCW 29/Nov/2022 10.6305
-0.0013
-0.0122%
IDFC Bond Fund - Short Term - Direct Plan - Annual IDCW 29/Nov/2022 10.8633
-0.0012
-0.0110%
IDFC Bond Fund - Short Term - Regular Plan - Periodic IDCW 29/Nov/2022 17.5072
-0.0021
-0.0120%
IDFC Bond Fund - Short Term-Direct Plan-Periodic IDCW 29/Nov/2022 18.0159
-0.0019
-0.0105%
IDFC Bond Fund - Short Term - Regular Plan - Growth 29/Nov/2022 47.1836
-0.0056
-0.0119%
IDFC Bond Fund - Short Term-Direct Plan-Growth 29/Nov/2022 49.904
-0.0054
-0.0108%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Idfc Bond Fund - Short Term Plan Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.99
1.04
No
Yes
No
2/23 0.62 / 7.86
1M Rolling Return %
0.25
0.25
No
No
No
14/25 0.15 / 0.32
3M Return %
1.08
1.46
No
No
No
14/23 0.82 / 8.18
3M Rolling Return %
0.61
0.62
No
No
No
12/24 0.29 / 1.28
6M Return %
2.83
2.91
No
Yes
No
5/23 2.01 / 9.67
6M Rolling Return %
1.06
1.72
No
No
No
14/24 0.55 / 9.68
1Y Return %
2.54
4.19
No
No
Yes
18/22 1.63 / 26.62
1Y Rolling Return %
4.13
4.83
No
No
No
12/23 2.99 / 13.00
3Y Return %
5.13
5.52
No
No
No
12/21 3.60 / 8.95
3Y Rolling Return %
7.82
6.17
Yes
Yes
No
6/21 -3.27 / 8.39
5Y Return %
6.28
5.70
Yes
No
No
6/19 3.47 / 6.88
Standard Deviation
1.95
3.21
Yes
No
No
16/24 0.94 / 11.99
Semi Deviation
1.29
2.28
Yes
No
No
16/24 0.68 / 8.69
Max Drawdown
-1.28
-3.46
Yes
No
Yes
18/24 -19.89 / -0.27
VaR 1 Y
-1.18
-2.31
Yes
No
No
17/24 -20.78 / -0.32
Average Drawdown
-0.71
-1.11
Yes
No
No
17/24 -6.83 / -0.22
Sharpe Ratio
0.82
0.44
Yes
No
No
8/24 -2.14 / 1.37
Sterling Ratio
0.55
0.45
Yes
No
No
10/24 0.03 / 0.69
Sortino Ratio
0.45
0.31
Yes
No
No
8/24 -0.57 / 1.05
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Bond Fund - Short Term Plan Performance Analysis

Idfc Bond Fund - Short Term Plan Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Idfc Bond Fund - Short Term Plan

Top Performing Funds in Short Duration Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Short Term Fund

1 The Aditya Birla Sun Life Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Short Term Fund performance snapshot section. 3.91% 6.07% -0.51% -0.70% 1.04 0.74 0.39

Axis Short Term Fund

5 The Axis Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% 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. You can read more about the fund KPIs in the Axis Short Term Fund performance snapshot section. 3.44% 5.66% -0.49% -0.32% 1.17 0.81 0.40

Hdfc Short Term Debt Fund

4 The Hdfc Short Term Debt Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Short Term Debt Fund performance snapshot section. 3.18% 5.99% -0.59% -0.50% 1.18 0.75 0.42

Icici Prudential Short Term Fund

2 The Icici Prudential Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Short Term Fund performance snapshot section. 4.33% 6.33% -0.27% -0.37% 1.37 1.05 0.39

Nippon India Short Term Fund

3 The Nippon India Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Nippon India Short Term Fund performance snapshot section. 2.99% 5.55% -0.85% -0.58% 1.08 0.62 0.39

Idfc Bond Fund - Short Term Plan Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
1.03
1.10
No
Yes
No
2/23 0.67 / 7.91
1M Rolling Return %
0.29
0.31
No
No
No
17/25 0.25 / 0.38
3M Return %
1.20
1.63
No
No
Yes
19/23 1.08 / 8.34
3M Rolling Return %
0.74
0.76
No
No
No
14/24 0.39 / 0.95
6M Return %
3.08
3.26
No
No
No
7/23 2.39 / 9.92
6M Rolling Return %
1.30
1.82
No
No
Yes
18/24 0.94 / 9.93
1Y Return %
3.03
4.62
No
No
Yes
19/22 2.36 / 27.08
1Y Rolling Return %
4.64
5.41
No
No
No
14/23 4.10 / 10.72
3Y Return %
5.66
6.16
No
No
No
13/21 3.59 / 9.43
3Y Rolling Return %
8.36
6.85
Yes
No
No
7/21 -2.73 / 9.05
5Y Return %
6.81
6.36
Yes
No
No
8/19 3.98 / 7.62
Standard Deviation
1.95
3.21
Yes
No
No
16/24 0.94 / 11.99
Semi Deviation
1.29
2.28
Yes
No
No
16/24 0.68 / 8.69
Max Drawdown
-1.28
-3.46
Yes
No
Yes
18/24 -19.89 / -0.27
VaR 1 Y
-1.18
-2.31
Yes
No
No
17/24 -20.78 / -0.32
Average Drawdown
-0.71
-1.11
Yes
No
No
17/24 -6.83 / -0.22
Sharpe Ratio
0.82
0.44
Yes
No
No
8/24 -2.14 / 1.37
Sterling Ratio
0.55
0.45
Yes
No
No
10/24 0.03 / 0.69
Sortino Ratio
0.45
0.31
Yes
No
No
8/24 -0.57 / 1.05
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Idfc Bond Fund - Short Term Plan Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.99% 1.03%
1M Rolling Return % 0.25% 0.29%
3M Return % 1.08% 1.20%
3M Rolling Return % 0.61% 0.74%
6M Return % 2.83% 3.08%
6M Rolling Return % 1.06% 1.30%
1Y Return % 2.54% 3.03%
1Y Rolling Return % 4.13% 4.64%
3Y Return % 5.13% 5.66%
3Y Rolling Return % 7.82% 8.36%
5Y Return % 6.28% 6.81%
Standard Deviation 1.95% 1.95%
Semi Deviation 1.29% 1.29%
Max Drawdown -1.28% -1.28%
VaR 1 Y -1.18% -1.18%
Average Drawdown -0.71% -0.71%
Sharpe Ratio 0.82% 0.82%
Sterling Ratio 0.55% 0.55%
Sortino Ratio 0.45% 0.45%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Short Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Franklin India Short Term Income Plan

0.03
1
0.24
2
0.91
3
1.38
3
2.39
18
8.58
2
5.33
9
5.97
11

Nippon India Short Term Fund

0.02
2
0.15
15
0.76
7
1.07
15
2.63
10
2.99
10
5.55
8
6.22
7

Icici Prudential Short Term Fund

0.02
3
0.15
16
0.68
18
1.65
2
3.70
2
4.33
3
6.33
4
6.78
2

None

0.02
4
0.16
9
0.73
10
1.26
7
2.78
7
2.78
12
4.67
18
5.98
10

Hdfc Short Term Debt Fund

0.01
5
0.17
6
0.75
9
1.24
10
2.82
6
3.18
7
5.99
6
6.88
1

Uti Short Term Income Fund

0.01
6
0.16
8
0.62
23
1.26
6
2.59
13
3.44
5
7.34
3
4.71
15

Axis Short Term Fund

0.00
7
0.13
21
0.72
12
1.16
13
2.71
8
3.44
6
5.66
7
6.55
4

Lic Mf Short Term Debt Fund

0.00
8
0.15
14
0.65
20
0.82
23
2.01
23
1.73
21
4.05
20

Dsp Short Term Fund

-0.00
9
0.15
10
0.72
11
1.01
18
2.40
17
2.72
14
4.91
13
5.88
12

Tata Short Term Bond Fund

-0.00
10
0.15
13
0.69
16
0.94
22
2.28
21
2.58
16
4.89
14
4.63
16

Sbi Short Term Debt Fund

-0.00
11
0.17
5
0.83
4
1.29
5
2.61
11
3.10
8
5.19
11
6.17
8

Sundaram Short Duration Fund

-0.00
12
0.24
1
0.75
8
1.36
4
2.53
14

Idbi Short Term Bond Fund

-0.00
13
0.20
3
0.78
6
1.24
9
2.88
4
2.69
15
8.15
2
6.14
9

Canara Robeco Short Duration Fund

-0.00
14
0.14
17
0.71
14
0.98
20
2.33
19
2.58
17
4.75
16
5.65
14

Aditya Birla Sun Life Short Term Fund

-0.00
15
0.11
23
0.65
21
1.21
11
2.97
3
3.91
4
6.07
5
6.68
3

Mirae Asset Short Term Fund

-0.00
16
0.15
12
0.66
19
1.02
17
2.49
15
2.82
11
4.83
15

Kotak Bond Short Term Fund

-0.01
17
0.13
22
0.79
5
1.24
8
2.70
9
2.75
13
5.30
10
6.30
5

Invesco India Short Term Fund

-0.01
18
0.15
11
0.69
17
1.02
16
2.24
22
2.28
20
4.70
17
5.71
13

Bank Of India Short Term Income Fund

-0.01
19
0.14
19
7.86
1
8.18
1
9.67
1
26.62
1
8.95
1
3.47
19

Idfc Bond Fund - Short Term Plan

-0.01
20
0.17
4
0.99
2
1.08
14
2.83
5
2.54
18
5.13
12
6.28
6

Pgim India Short Duration Fund

-0.01
21
0.14
18
0.63
22
1.18
12
2.61
12
3.01
9
4.50
19
3.69
18

Mahindra Manulife Short Term Fund

-0.02
22
0.13
20
0.70
15
0.98
19
2.41
16
2.46
19

Indiabulls Short Term Fund

-0.03
23
0.17
7
0.72
13
0.97
21
2.33
20
1.63
22
3.60
21
4.56
17

Hsbc Short Duration Fund

L&T Short Term Bond Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Nippon India Short Term Fund

0.03
1
0.16
15
0.82
6
1.28
14
3.05
10
3.82
6
6.41
7
7.03
6

Franklin India Short Term Income Plan

0.03
2
0.24
2
0.91
3
1.38
9
2.39
23
2.36
22
3.59
21
5.23
17

Icici Prudential Short Term Fund

0.02
3
0.16
16
0.74
18
1.84
2
4.09
2
5.12
2
7.13
4
7.62
1

None

0.02
4
0.17
9
0.78
12
1.43
5
3.13
4
3.48
12
5.42
16
6.72
10

Hdfc Short Term Debt Fund

0.01
5
0.18
7
0.78
10
1.36
11
3.06
9
3.64
9
6.45
6
7.23
4

Uti Short Term Income Fund

0.01
6
0.17
8
0.67
23
1.42
7
2.90
14
4.08
5
7.93
3
5.26
16

Axis Short Term Fund

0.00
7
0.14
22
0.78
13
1.34
12
3.06
8
4.13
4
6.38
8
7.27
3

Tata Short Term Bond Fund

0.00
8
0.17
12
0.76
16
1.16
21
2.72
18
3.47
13
5.86
10
5.58
15

Dsp Short Term Fund

0.00
9
0.17
14
0.77
14
1.17
20
2.71
19
3.35
15
5.57
15
6.60
12

Lic Mf Short Term Debt Fund

0.00
11
0.17
11
0.73
19
1.08
23
2.55
22
2.80
21
5.15
19

Sundaram Short Duration Fund

0.00
11
0.25
1
0.80
9
1.53
3
2.87
16

Sbi Short Term Debt Fund

-0.00
12
0.18
6
0.87
4
1.42
6
2.86
17
3.62
10
5.72
11
6.73
9

Idbi Short Term Bond Fund

-0.00
13
0.21
3
0.82
7
1.36
10
3.12
6
3.18
17
8.70
2
6.88
7

Canara Robeco Short Duration Fund

-0.00
14
0.15
17
0.77
15
1.14
22
2.65
21
3.20
16
5.40
17
6.35
13

Aditya Birla Sun Life Short Term Fund

-0.00
15
0.13
23
0.71
21
1.40
8
3.34
3
4.66
3
6.81
5
7.41
2

Mirae Asset Short Term Fund

-0.00
16
0.17
13
0.73
20
1.23
18
2.91
13
3.67
8
5.69
12

Kotak Bond Short Term Fund

-0.00
17
0.14
21
0.85
5
1.45
4
3.12
5
3.60
11
6.17
9
7.18
5

Invesco India Short Term Fund

-0.00
18
0.17
10
0.76
17
1.24
16
2.68
20
3.15
18
5.59
14
6.61
11

Bank Of India Short Term Income Fund

-0.01
19
0.15
20
7.91
1
8.34
1
9.92
1
27.08
1
9.43
1
3.98
19

Idfc Bond Fund - Short Term Plan

-0.01
20
0.18
5
1.03
2
1.20
19
3.08
7
3.03
19
5.66
13
6.81
8

Pgim India Short Duration Fund

-0.01
21
0.15
18
0.68
22
1.32
13
2.88
15
3.74
7
5.28
18
4.52
18

Mahindra Manulife Short Term Fund

-0.01
22
0.15
19
0.78
11
1.23
17
2.91
12
3.45
14

Indiabulls Short Term Fund

-0.02
23
0.19
4
0.81
8
1.26
15
2.96
11
2.92
20
4.93
20
5.82
14

L&T Short Term Bond Fund

Hsbc Short Duration Fund

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

Sundaram Short Duration Fund

0.20
23

Aditya Birla Sun Life Short Term Opportunities Fund

0.31
3
0.73
5
1.67
4
4.77
5
8.05
3

Axis Short Term Fund

0.29
5
0.67
7
1.45
6
4.28
8
8.01
4

Franklin India Short Term Income Plan

0.31
2
1.28
1
6.64
2
13.00
1
4.18
18

Mirae Asset Short Term Fund

0.26
10
0.54
16
1.15
11
3.89
15

Baroda Short Term Bond Fund

0.32
1
0.66
8
1.08
13
4.26
9
6.92
13

Boi Axa Short Term Income Fund

0.27
7
0.83
2
9.68
1
4.25
11
-3.27
21

Canara Robeco Short Duration Fund

0.23
18
0.54
17
1.02
17
3.46
21
6.98
12

Dsp Short Term Fund

0.25
12
0.56
15
1.05
15
3.80
16
7.33
10

Hdfc Short Term Debt Fund

0.25
13
0.64
10
1.36
7
4.72
6
8.39
1

Hsbc Short Duration Fund

0.25
11
0.57
14
0.92
21
3.62
18
3.20
20

Icici Prudential Short Term Fund

0.31
4
0.62
11
1.72
3
4.47
7
8.21
2

Mahindra Manulife Short Term Fund

0.22
21
0.58
13
1.00
19

Idbi Short Term Bond Fund

0.26
9
0.72
6
1.19
10
10.18
2
6.67
14

Idfc Bond Fund - Short Term Plan

0.25
14
0.61
12
1.06
14
4.13
12
7.82
6

Indiabulls Short Term Fund

0.15
25
0.29
24
0.55
24
2.99
23
4.96
16

Invesco India Short Term Fund

0.24
16
0.52
19
0.81
22
3.52
20
7.31
11

Kotak Bond Short Term Fund

0.21
22
0.49
21
1.01
18
4.25
10
7.84
5

Nippon India Short Term Fund

0.27
8
0.73
4
1.22
9
5.24
4
7.75
7

Pgim India Short Maturity Fund

0.23
20
0.49
22
1.10
12
3.76
17
3.91
19

Sbi Short Term Debt Fund

0.29
6
0.66
9
1.23
8
3.96
13
7.60
8

Tata Short Term Bond Fund

0.24
17
0.51
20
1.04
16
3.58
19
5.81
15

Uti Short Term Income Fund

0.25
15
0.75
3
1.66
5
7.86
3
4.41
17

L&T Short Term Bond Fund

0.23
19
0.54
18
0.95
20
3.93
14
7.57
9

Lic Mf Short Term Debt Fund

0.19
24
0.39
23
0.66
23
3.13
22
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

Mahindra Manulife Short Term Fund

0.30
14
0.83
8
1.49
9

Sundaram Short Duration Fund

0.26
24

Aditya Birla Sun Life Short Term Opportunities Fund

0.37
3
0.91
3
2.03
3
5.48
5
8.79
2

Axis Short Term Fund

0.35
4
0.84
5
1.79
5
5.00
10
8.73
5

Franklin India Short Term Income Plan

0.25
25
0.39
24
0.94
24
9.55
2
3.64
20

Mirae Asset Short Term Fund

0.32
7
0.74
13
1.56
8
4.76
11

Baroda Short Term Bond Fund

0.38
1
0.83
7
1.43
13
5.03
9
7.68
13

Boi Axa Short Term Income Fund

0.29
16
0.95
1
9.93
1
4.74
12
-2.73
21

Canara Robeco Short Duration Fund

0.29
19
0.68
20
1.32
17
4.10
23
7.69
12

Dsp Short Term Fund

0.30
13
0.71
16
1.36
16
4.46
18
8.06
11

Hdfc Short Term Debt Fund

0.29
15
0.77
11
1.58
7
5.26
7
8.75
3

Hsbc Short Duration Fund

0.30
11
0.71
17
1.21
20
4.67
13
4.22
19

Icici Prudential Short Term Fund

0.37
2
0.81
9
2.10
2
5.27
6
9.05
1

Idbi Short Term Bond Fund

0.30
10
0.83
6
1.42
15
10.72
1
7.24
14

Idfc Bond Fund - Short Term Plan

0.29
17
0.74
14
1.30
18
4.64
14
8.36
7

Indiabulls Short Term Fund

0.26
23
0.62
23
1.20
21
4.35
21
6.24
16

Invesco India Short Term Fund

0.31
9
0.73
15
1.24
19
4.40
20
8.22
8

Kotak Bond Short Term Fund

0.28
20
0.70
18
1.43
14
5.12
8
8.73
4

Nippon India Short Term Fund

0.34
5
0.93
2
1.62
6
6.11
4
8.57
6

Pgim India Short Maturity Fund

0.29
18
0.69
19
1.48
12
4.55
16
4.74
18

Sbi Short Term Debt Fund

0.33
6
0.78
10
1.48
10
4.48
17
8.14
9

Tata Short Term Bond Fund

0.31
8
0.75
12
1.48
11
4.56
15
6.78
15

Uti Short Term Income Fund

0.30
12
0.91
4
1.97
4
8.45
3
4.94
17

L&T Short Term Bond Fund

0.28
21
0.66
21
1.19
23
4.44
19
8.10
10

Lic Mf Short Term Debt Fund

0.27
22
0.65
22
1.19
22
4.22
22
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

-0.70
7
-0.51
4
-0.23
2
2.08
18
1.22
12

Axis Short Term Fund

-0.32
1
-0.49
3
-0.27
3
1.73
6
1.05
3

Franklin India Short Term Income Plan

-12.08
23
-13.16
23
-2.63
22
7.47
22
4.79
20

Mirae Asset Short Term Fund

-0.83
10
-0.64
6
-0.47
14
1.63
3
1.08
5

None

-1.02
14
-1.19
17
-0.85
18
1.74
7
1.29
17

Bank Of India Short Term Income Fund

-20.78
24
-19.89
24
-6.83
24
11.99
24
8.69
24

Canara Robeco Short Duration Fund

-0.59
5
-0.69
8
-0.31
6
1.63
4
1.03
2

Dsp Short Term Fund

-0.97
13
-0.69
7
-0.27
4
1.85
11
1.20
9

Hdfc Short Term Debt Fund

-0.50
3
-0.59
5
-0.33
8
1.90
14
1.21
10

Hsbc Short Duration Fund

-2.27
21
-9.84
20
-2.31
20
7.71
23
5.94
22

Icici Prudential Short Term Fund

-0.37
2
-0.27
1
-0.22
1
1.79
9
1.08
4

Idbi Short Term Bond Fund

-2.71
22
-4.09
19
-2.00
19
5.25
19
2.98
19

Idfc Bond Fund - Short Term Plan

-1.18
17
-1.28
18
-0.71
17
1.95
16
1.29
16

Indiabulls Short Term Fund

-1.16
16
-1.09
16
-0.39
11
1.56
2
1.09
6

Invesco India Short Term Fund

-1.52
20
-0.93
13
-0.40
12
2.04
17
1.32
18

Kotak Bond Short Term Fund

-0.89
11
-0.83
11
-0.61
16
1.86
12
1.24
14

Nippon India Short Term Fund

-0.58
4
-0.85
12
-0.33
7
1.72
5
1.16
7

Pgim India Short Duration Fund

-1.21
18
-10.79
21
-2.36
21
6.20
20
5.47
21

Sbi Short Term Debt Fund

-1.34
19
-0.77
10
-0.45
13
1.87
13
1.24
13

Tata Short Term Bond Fund

-0.82
8
-0.76
9
-0.30
5
1.92
15
1.21
11

Uti Short Term Income Fund

-0.82
9
-11.22
22
-3.02
23
6.64
21
5.97
23

L&T Short Term Bond Fund

-0.92
12
-1.07
15
-0.52
15
1.83
10
1.26
15

Lic Mf Short Term Debt Fund

-1.06
15
-0.96
14
-0.35
9
1.77
8
1.18
8

Sundaram Short Duration Fund

-0.69
6
-0.36
2
-0.36
10
0.94
1
0.68
1
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 Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Fund

1.04
5
0.74
4
0.64
3
0.39
0.98
6 0.86 8
0.49
13
0.02
5
5.48
7
0.00
5

Axis Short Term Fund

1.17
3
0.81
2
0.63
4
0.40

Franklin India Short Term Income Plan

0.07
18
0.05
18
0.22
20
0.46
6.88
1 -0.38 18
0.00
16
-0.01
17
1.38
17
-0.01
15

Mirae Asset Short Term Fund

0.81
9
0.44
9
0.55
9
0.38
0.19
9 0.77 12
0.92
1
0.01
10
5.96
3
-0.01
11

None

0.60
15
0.26
15
0.50
15
0.44
-0.91
14 0.94 5
0.61
11
0.00
13
5.02
8
-0.01
10

Bank Of India Short Term Income Fund

-0.29
22
-0.09
22
0.03
24
0.53
4.00
3 0.43 16
0.00
17
0.05
2
1.47
16
0.01
4

Canara Robeco Short Duration Fund

0.66
13
0.36
13
0.52
14
0.42
-0.33
12 0.85 9
0.91
3
0.00
11
5.49
6
-0.01
13

Dsp Short Term Fund

0.73
11
0.41
10
0.55
8
0.40

Hdfc Short Term Debt Fund

1.18
2
0.75
3
0.64
2
0.42
0.66
7 0.92 6
0.80
7
0.02
6
5.90
4
0.00
6

Hsbc Short Duration Fund

-0.27
21
-0.09
21
0.12
23
0.53
-7.83
18 1.97 1
0.24
14
-0.00
16
1.27
18
0.03
1

Icici Prudential Short Term Fund

1.37
1
1.05
1
0.69
1
0.39
1.65
5 0.79 11
0.71
9
0.03
4
6.71
1
0.00
7

Idbi Short Term Bond Fund

0.27
17
0.16
17
0.42
17
0.54
6.68
2 0.05 17
0.00
18
0.51
1
2.78
15
0.02
3

Idfc Bond Fund - Short Term Plan

0.82
8
0.45
8
0.55
10
0.42

Indiabulls Short Term Fund

-0.47
23
-0.17
23
0.34
18
0.41
-0.98
16 0.66 14
0.56
12
-0.02
18
3.73
14
-0.03
18

Invesco India Short Term Fund

0.61
14
0.33
14
0.53
13
0.40
-1.52
17 1.06 2
0.91
4
0.00
12
4.50
13
-0.01
14

Kotak Bond Short Term Fund

0.92
6
0.51
6
0.58
6
0.38

Nippon India Short Term Fund

1.08
4
0.62
5
0.59
5
0.39
-0.18
11 0.98 3
0.92
2
0.01
7
6.28
2
-0.00
8

Pgim India Short Duration Fund

-0.22
20
-0.06
20
0.15
22
0.54
0.22
8 0.68 13
0.69
10
0.00
14
5.01
9
-0.01
16

Sbi Short Term Debt Fund

0.87
7
0.48
7
0.57
7
0.39
0.14
10 0.86 7
0.76
8
0.01
8
5.53
5
-0.01
9

Tata Short Term Bond Fund

0.69
12
0.39
12
0.55
11
0.40
-0.75
13 0.96 4
0.88
6
0.01
9
5.00
10
-0.01
12

Uti Short Term Income Fund

-0.03
19
0.00
19
0.20
21
0.55
3.77
4 0.62 15
0.09
15
0.05
3
4.88
11
0.02
2

L&T Short Term Bond Fund

0.78
10
0.40
11
0.54
12
0.43

Lic Mf Short Term Debt Fund

0.44
16
0.22
16
0.48
16
0.40
-0.97
15 0.84 10
0.89
5
-0.00
15
4.67
12
-0.02
17

Sundaram Short Duration Fund

-2.14
24
-0.57
24
0.23
19
0.56

Idfc Bond Fund - Short Term Plan Additional Return Analysis

Idfc Bond Fund - Short Term Plan Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 999.88 1001.74 1009.92 1010.76 1028.33 1025.35 1162.07 1355.96
Direct Plan Value of 1000 Rupee 999.89 1001.83 1010.30 1011.97 1030.78 1030.31 1179.51 1389.93
Fund Information
Fund Launch Date: 01/Apr/2001
Fund Category: Short Duration Fund
Investment Objective: The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.
Fund Description: An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years
Fund Benchmark: NIFTY AAA Short Duration Bond Index
Source: Fund FactSheet


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