InvestorQ : What about short duration debt funds performance in the last few years under different time frame criteria?
rhea Babu made post

What about short duration debt funds performance in the last few years under different time frame criteria?

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9 months ago
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Check the table below for details of how short duration funds have performed in the Indian context.

Scheme Name

Benchmark

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Short Term

CRISIL Short-Term Bond Index

8.55

9.29

9.57

6.97

7.71

7.46

7.40

9.46

7.29

Axis Short Term

NIFTY Short Duration Total Return Index

9.78

10.46

9.33

7.40

8.12

7.41

8.08

8.96

8.13

Baroda Short Term Bond

CRISIL Short-Term Bond Index

8.82

9.53

9.57

7.89

8.64

7.46

8.19

9.11

8.25

BNP Paribas Short term Fund

CRISIL Short-Term Bond Index

6.91

7.81

9.57

6.53

7.24

7.46

7.76

8.44

7.59

BOI AXA Short Term Income

CRISIL Short-Term Bond Index

-13.35

-12.89

9.57

-0.75

-0.08

7.46

5.02

5.45

8.00

Canara Robeco Short Duration Fund

CRISIL Short-Term Bond Index

8.58

9.36

9.57

7.16

7.96

7.46

7.39

7.91

8.55

DSP Short-term

CRISIL Short-Term Bond Index

9.01

9.84

9.57

6.90

7.73

7.46

7.24

8.75

7.27

Edelweiss Short Term Fund

NIFTY Short Duration Total Return Index

-1.04

-0.41

9.33

3.67

4.16

7.41

5.04

4.08

8.29

Franklin India Short-term Income Ret

CRISIL Short-Term Bond Index

4.15

4.96

9.57

7.20

7.98

7.46

8.15

9.33

HDFC Short Term Debt Fund

CRISIL Short-Term Bond Index

9.72

9.89

9.57

7.77

7.93

7.46

8.70

8.73

8.25

HSBC Short Duration Fund

CRISIL Short-Term Bond Index

-1.01

-0.06

9.57

3.40

4.38

7.46

6.51

7.16

7.24

ICICI Prudential Short Term Fund

CRISIL Short-Term Bond Index

9.66

10.47

9.57

7.24

8.13

7.46

8.11

9.20

IDBI Short Term Bond

CRISIL Short-Term Bond Index

-0.03

0.68

9.57

4.02

5.09

7.46

7.01

7.32

8.55

IDFC Bond Fund Short Term Plan

Nifty AAA Short Duration Bond Index

9.77

10.31

7.42

7.96

7.64

8.74

Indiabulls Short Term

CRISIL Short-Term Bond Index

5.09

6.20

9.57

6.15

7.28

7.46

7.64

8.89

8.66

Invesco India Short Term

CRISIL Short-Term Bond Index

9.30

10.23

9.57

6.56

7.40

7.46

7.72

8.37

8.17

JM Short-term Reg

CRISIL Short-Term Bond Index

-4.33

-4.08

9.57

2.43

2.69

7.46

7.58

6.07

7.30

Kotak Bond Short-term Fund

NIFTY Short Duration Total Return Index

9.57

10.47

9.33

7.18

8.08

7.41

7.72

8.85

L&T Short Term Bond Fund

NIFTY Short Duration Total Return Index

9.28

9.82

9.33

7.25

7.79

7.41

8.35

8.62

8.63

Mirae Asset Short Term Fund

CRISIL Short-Term Bond Index

9.41

10.19

9.57

7.67

8.46

8.42

Nippon India Short-term

CRISIL Short-Term Bond Index

9.35

10.16

9.57

6.91

7.63

7.46

7.99

8.83

7.24

PGIM India Short Maturity Fund

CRISIL Short-Term Bond Index

-0.52

0.24

9.57

3.94

4.83

7.46

7.26

7.81

7.25

Principal Short Term Debt Fund

CRISIL Short-Term Bond Index

-1.66

-1.17

9.57

3.37

4.12

7.46

7.09

7.17

7.29

SBI Short Term Debt Fund

CRISIL Short-Term Bond Index

9.47

10.02

9.57

7.10

7.71

7.46

7.93

8.66

8.04

Sundaram Short Term Debt Fund

CRISIL Short-Term Bond Index

-5.12

-4.51

9.57

2.16

3.05

7.46

6.45

6.92

7.27

Tata Short-term Bond

CRISIL Short-Term Bond Index

9.00

9.95

9.57

4.79

5.70

7.46

7.39

8.11

7.28

UTI Short-term Income

CRISIL Short-Term Bond Index

-4.00

-3.58

9.57

2.67

3.16

7.46

7.34

6.96

8.11

Short duration funds have been extremely volatile in the last few years as many of the NBFC debt had come under pressure and that was one of the reasons why some of them have given negative returns in the short term. Here duration matching is the key.
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