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Kotak Low Duration Fund - Standard Plan-Growth

Description:

The scheme seeks to generate income through investment in low duration debt and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.46% 2.90 -3.71%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.46%
Sharpe 2.90
DD -3.71%
Risk Score
1 2 3 4 5

UTI Ultra Short Term Fund - Regular Plan-Growth

Description:

The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 6.82% 5.04 -2.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 6.82%
Sharpe 5.04
DD -2.24%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund-Growth

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.89% 10.07 -0.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.89%
Sharpe 10.07
DD -0.34%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Low Duration Fund-Growth

Description:

The scheme seeks to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.15% 9.05 -0.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.15%
Sharpe 9.05
DD -0.60%
Risk Score
1 2 3 4 5

SBI Savings Fund-Growth

Description:

The scheme seeks to provide the investors an opportunity to invest in money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Money Market 7.21% 7.53 -0.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Money Market
Performance 7.21%
Sharpe 7.53
DD -0.35%
Risk Score
1 2 3 4 5

Mirae Asset Savings Fund - Regular Savings Plan-Growth

Description:

The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 4.09% 0.57 -5.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 4.09%
Sharpe 0.57
DD -5.36%
Risk Score
1 2 3 4 5

Reliance Strategic Debt Fund-Growth

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.30% 3.34 -1.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.30%
Sharpe 3.34
DD -1.42%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Floating Rate Fund - Long Term Plan-Growth

Description:

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 8.36% 8.60 -0.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 8.36%
Sharpe 8.60
DD -0.57%
Risk Score
1 2 3 4 5

HDFC Credit Risk Debt Fund - Regular Plan-Growth

Description:

The scheme seeks to generate income/capital appreciation by investing predominantly in AA and below rated corporate debt.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.61% 4.00 -1.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.61%
Sharpe 4.00
DD -1.43%
Risk Score
1 2 3 4 5

SBI Magnum Low Duration Fund-Growth

Description:

The scheme seeks to provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.57% 9.60 -0.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.57%
Sharpe 9.60
DD -0.54%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Credit Risk Fund - Regular Plan-Growth

Description:

The scheme seeks to generate returns by predominantly investing in a portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.31% 4.10 -1.13%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.31%
Sharpe 4.10
DD -1.13%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund-Growth

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.67% 8.80 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.67%
Sharpe 8.80
DD -0.42%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund-Growth

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.48% 8.29 -0.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.48%
Sharpe 8.29
DD -0.58%
Risk Score
1 2 3 4 5

Reliance Credit Risk Fund-Growth

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk. It will invest atleast 65 per cent of its assets in debt instruments with maturity of more than 1 year and the rest in money market instruments (including cash or call money and reverse repo) and debentures with maturity of less than 1 year. The exposure in government securities will generally not exceed 50 percent of the assets.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 6.80% 2.86 -2.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 6.80%
Sharpe 2.86
DD -2.36%
Risk Score
1 2 3 4 5

Principal Low Duration Fund-Growth

Description:

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.43% 9.26 -0.85%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.43%
Sharpe 9.26
DD -0.85%
Risk Score
1 2 3 4 5

L&T Ultra Short Term Fund-Growth

Description:

The scheme seeks to provide regular and stable return and invests only in corporate bonds and government securities predominantly with a rating of AA or above.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.19% 7.84 -0.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.19%
Sharpe 7.84
DD -0.61%
Risk Score
1 2 3 4 5

DSP Ultra Short Fund - Regular Plan-Growth

Description:

The scheme aims to generate reasonable returns commensurate with low risk and a high degree of liquidity, from a portfolio constituted of money market securities and high quality debt securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.12% 8.59 -0.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.12%
Sharpe 8.59
DD -0.67%
Risk Score
1 2 3 4 5

Principal Ultra Short Term Fund-Growth

Description:

The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 6.33% 2.40 -5.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 6.33%
Sharpe 2.40
DD -5.35%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Growth

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.25% 3.21 -3.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.25%
Sharpe 3.21
DD -3.15%
Risk Score
1 2 3 4 5

Invesco India Money Market Fund-Discretionary Dividend

Description:

The scheme seeks to generate superior risk-adjusted returns by investing in Money Market Instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Money Market 11.49% 0.41 -1.31%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Money Market
Performance 11.49%
Sharpe 0.41
DD -1.31%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Medium Term Plan-Growth

Description:

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.52% 3.73 -2.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.52%
Sharpe 3.73
DD -2.17%
Risk Score
1 2 3 4 5

UTI Treasury Advantage Fund Discontinued-Growth

Description:

The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.82% 2.80 -4.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.82%
Sharpe 2.80
DD -4.52%
Risk Score
1 2 3 4 5

Franklin India Credit Risk Fund-Growth

Description:

The Scheme seeks to provide regular income and capital appreciation through a focus on corporate securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 9.93% 3.97 -3.12%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 9.93%
Sharpe 3.97
DD -3.12%
Risk Score
1 2 3 4 5

Franklin India Income Opportunities Fund-Growth

Description:

The scheme aims to generate regular income by investing in fixed income securities across the yield curve.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 9.36% 4.17 -2.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 9.36%
Sharpe 4.17
DD -2.90%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Floating Rate Fund - Long Term Plan - Retail Plan-Growth

Description:

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.57% 8.31 -0.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.57%
Sharpe 8.31
DD -0.57%
Risk Score
1 2 3 4 5

Franklin India Dynamic Accrual Fund-Growth

Description:

The scheme aims to generate a steady stream of income and to generate capital appreciation through investment focus on high credit quality and highly liquid money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Dynamic Bond 9.32% 2.40 -8.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Dynamic Bond
Performance 9.32%
Sharpe 2.40
DD -8.23%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund - Retail Plan-Growth

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.53% 9.49 -0.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.53%
Sharpe 9.49
DD -0.34%
Risk Score
1 2 3 4 5

Baroda Credit Risk Fund- Plan A-Growth

Description:

The Scheme seeks to generate returns by investing in debt and money market instruments across the credit spectrum.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.74% 5.34 -0.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.74%
Sharpe 5.34
DD -0.67%
Risk Score
1 2 3 4 5

DHFL Pramerica Credit Risk Fund - Regular Plan-Growth

Description:

The Scheme seek to generate income and capital appreciation by investing predominantly in AA and below rated corporate debt (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.48% 4.83 -1.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.48%
Sharpe 4.83
DD -1.20%
Risk Score
1 2 3 4 5

Franklin India Ultra Short Bond Fund - Retail Plan-Growth

Description:

The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 8.76% 11.96 -0.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 8.76%
Sharpe 11.96
DD -0.44%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund - Plan B-Growth

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 7.41% 2.96 -5.31%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 7.41%
Sharpe 2.96
DD -5.31%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Medium Term Plan-Dividend Quarterly

Description:

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.51% 3.73 -2.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.51%
Sharpe 3.73
DD -2.17%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Medium Term Plan-Dividend Half Yearly

Description:

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.52% 3.73 -2.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.52%
Sharpe 3.73
DD -2.17%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Medium Term Plan-Dividend

Description:

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.40% 3.54 -2.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.40%
Sharpe 3.54
DD -2.17%
Risk Score
1 2 3 4 5

Reliance Strategic Debt Fund-Dividend

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.30% 3.34 -1.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.30%
Sharpe 3.34
DD -1.42%
Risk Score
1 2 3 4 5

Invesco India Credit Risk Fund - Regular Plan-Growth

Description:

The scheme seeks to generate accrual income and capital appreciation by investing in debt securities of varying maturities across the credit spectrum.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.95% 3.56 -2.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.95%
Sharpe 3.56
DD -2.67%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Floating Rate Fund - Long Term Plan-Dividend Daily

Description:

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 8.61% 8.45 -0.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 8.61%
Sharpe 8.45
DD -0.57%
Risk Score
1 2 3 4 5

Reliance Strategic Debt Fund-Dividend Quarterly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.30% 2.40 -1.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.30%
Sharpe 2.40
DD -1.89%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund - Retail Plan-Growth

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.31% 7.81 -0.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.31%
Sharpe 7.81
DD -0.59%
Risk Score
1 2 3 4 5

L&T Low Duration Fund-Growth

Description:

The scheme aims to generate reasonable returns primarily through investments in fixed income securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 8.42% 4.43 -2.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 8.42%
Sharpe 4.43
DD -2.73%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Credit Risk Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate returns by predominantly investing in a portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.30% 4.08 -1.12%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.30%
Sharpe 4.08
DD -1.12%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Floating Rate Fund - Long Term Plan-Dividend Weekly

Description:

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 8.40% 8.50 -0.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 8.40%
Sharpe 8.50
DD -0.57%
Risk Score
1 2 3 4 5

Indiabulls Ultra Short Term Fund-Growth

Description:

The scheme seeks to provide liquidity with returns commensurate with low risk through a portfolio of money market and debt securities such that the Macaulay duration of the portfolio is between 3 months-6 months.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 8.32% 8.92 -0.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 8.32%
Sharpe 8.92
DD -0.88%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund-Growth

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 7.18% 2.79 -5.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 7.18%
Sharpe 2.79
DD -5.33%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Dividend Quarterly

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.25% 2.63 -3.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.25%
Sharpe 2.63
DD -3.15%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Floating Rate Fund - Long Term Plan - Retail Plan-Dividend Weekly

Description:

The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, it may also invest a portion of its net assets in fixed rate debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 8.31% 8.89 -0.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 8.31%
Sharpe 8.89
DD -0.57%
Risk Score
1 2 3 4 5

ICICI Prudential Savings Fund - Retail Plan-Growth

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximising income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.14% 7.70 -0.39%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.14%
Sharpe 7.70
DD -0.39%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund-Dividend Half Yearly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.09% 2.40 -5.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.09%
Sharpe 2.40
DD -5.33%
Risk Score
1 2 3 4 5

JM Low Duration Fund-Growth

Description:

The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 8.18% 11.13 -0.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 8.18%
Sharpe 11.13
DD -0.37%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund-Dividend Quarterly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.06% 2.55 -5.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.06%
Sharpe 2.55
DD -5.33%
Risk Score
1 2 3 4 5

JM Money Market Fund-Growth

Description:

The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Money Market instruments having maturity of upto 1 year.

Key Highlights:

Category Performance Sharpe DD
Debt: Money Market 8.16% 11.34 -0.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Money Market
Performance 8.16%
Sharpe 11.34
DD -0.43%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund - Plan B-Dividend Half Yearly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.07% 2.36 -5.31%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.07%
Sharpe 2.36
DD -5.31%
Risk Score
1 2 3 4 5

UTI Ultra Short Term Fund - Regular Plan-Flexi Dividend

Description:

The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 8.07% 9.69 -0.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 8.07%
Sharpe 9.69
DD -0.19%
Risk Score
1 2 3 4 5

Reliance Credit Risk Fund-Dividend Quarterly

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk. It will invest atleast 65 per cent of its assets in debt instruments with maturity of more than 1 year and the rest in money market instruments (including cash or call money and reverse repo) and debentures with maturity of less than 1 year. The exposure in government securities will generally not exceed 50 percent of the assets.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.03% 3.17 -1.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.03%
Sharpe 3.17
DD -1.82%
Risk Score
1 2 3 4 5

Axis Credit Risk Fund - Regular Plan-Growth

Description:

The scheme seeks to generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.02% 4.08 -0.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.02%
Sharpe 4.08
DD -0.90%
Risk Score
1 2 3 4 5

Invesco India Treasury Advantage Fund-Discretionary Dividend

Description:

The scheme seeks to generate income by investing in debt and Money Market Instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 14.62% 0.46 -0.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 14.62%
Sharpe 0.46
DD -0.89%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund-Dividend Daily

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 8.06% 9.05 -0.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 8.06%
Sharpe 9.05
DD -0.58%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund - Plan A-Growth

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 6.95% 7.75 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 6.95%
Sharpe 7.75
DD -0.42%
Risk Score
1 2 3 4 5

Baroda Treasury Advantage Fund-Growth

Description:

The fund aims to generate regular returns from investments in fixed income instruments, while maintaining adequate liquidity. The fund will invest a minimum of 65% of its assets in money market instruments while investing the rest in debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 8.02% 8.66 -0.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 8.02%
Sharpe 8.66
DD -0.81%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund-Dividend Weekly

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 8.09% 9.09 -0.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 8.09%
Sharpe 9.09
DD -0.58%
Risk Score
1 2 3 4 5

Kotak Credit Risk Fund Regular Plan-Growth

Description:

The scheme seeks to generate income by investing in debt /and money market securities across the yield curve and predominantly in AA rated and below corporate securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 8.03% 3.37 -3.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 8.03%
Sharpe 3.37
DD -3.18%
Risk Score
1 2 3 4 5

Reliance Credit Risk Fund-Dividend

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk. It will invest atleast 65 per cent of its assets in debt instruments with maturity of more than 1 year and the rest in money market instruments (including cash or call money and reverse repo) and debentures with maturity of less than 1 year. The exposure in government securities will generally not exceed 50 percent of the assets.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.92% 4.82 -0.91%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.92%
Sharpe 4.82
DD -0.91%
Risk Score
1 2 3 4 5

L&T Credit Risk Fund-Growth

Description:

The scheme seeks to generate regular returns and capital appreciation by investing predominantly in AA and below rated corporate bonds, debt, government securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.93% 3.82 -3.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.93%
Sharpe 3.82
DD -3.07%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund - Plan B-Growth

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 6.84% 7.63 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 6.84%
Sharpe 7.63
DD -0.42%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund - Plan B-Dividend Quarterly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 7.91% 2.59 -5.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 7.91%
Sharpe 2.59
DD -5.30%
Risk Score
1 2 3 4 5

Invesco India Money Market Fund-Growth

Description:

The scheme seeks to generate superior risk-adjusted returns by investing in Money Market Instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Money Market 7.99% 11.88 -0.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Money Market
Performance 7.99%
Sharpe 11.88
DD -0.18%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund-Dividend Daily

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.97% 9.16 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.97%
Sharpe 9.16
DD -0.42%
Risk Score
1 2 3 4 5

DHFL Pramerica Low Duration Fund-Growth

Description:

The Scheme seeks to generate income through investment primarily in low duration debt & money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.98% 9.33 -0.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.98%
Sharpe 9.33
DD -0.67%
Risk Score
1 2 3 4 5

Axis Banking & PSU Debt Fund-Growth

Description:

The scheme seeks to generate stable returns by investing predominantly in debt and money market instruments issued by banks, Public Sector Units & Public Financial Institutions.

Key Highlights:

Category Performance Sharpe DD
Debt: Banking and PSU 8.12% 5.61 -0.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Banking and PSU
Performance 8.12%
Sharpe 5.61
DD -0.88%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund-Dividend Others

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.95% 7.46 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.95%
Sharpe 7.46
DD -0.42%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Dividend Yearly

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.79% 1.12 -4.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.79%
Sharpe 1.12
DD -4.95%
Risk Score
1 2 3 4 5

HDFC Floating Rate Debt Fund - Wholesale Plan-Growth

Description:

The scheme seeks to generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt, fixed rate debt instruments swapped for floating rate returns and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.92% 9.10 -0.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.92%
Sharpe 9.10
DD -0.53%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Dividend Monthly

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.74% 2.34 -1.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.74%
Sharpe 2.34
DD -1.05%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund-Dividend Weekly

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.89% 7.21 -0.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.89%
Sharpe 7.21
DD -0.34%
Risk Score
1 2 3 4 5

IDBI Ultra Short Term Fund-Growth

Description:

The scheme seeks to provide investors with regular income for there investments by investing in Debt/ Money market instruments with relatively lower interest rate risk such that the Macaulay duration of the portfolio is maintained between 3 months to 6 months.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.87% 9.31 -0.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.87%
Sharpe 9.31
DD -0.51%
Risk Score
1 2 3 4 5

ICICI Prudential Floating Interest Fund-Dividend Monthly

Description:

The scheme seeks to generate income through investing predominantly in floating rate instruments while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.86% 7.18 -0.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.86%
Sharpe 7.18
DD -0.42%
Risk Score
1 2 3 4 5

UTI Ultra Short Term Fund - Regular Plan-Dividend Daily

Description:

The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.85% 10.21 -0.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.85%
Sharpe 10.21
DD -0.19%
Risk Score
1 2 3 4 5

L&T Ultra Short Term Fund - Regular Plan-Growth

Description:

The scheme seeks to provide regular and stable return and invests only in corporate bonds and government securities predominantly with a rating of AA or above.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.85% 4.97 -2.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.85%
Sharpe 4.97
DD -2.18%
Risk Score
1 2 3 4 5

Sundaram Low Duration Fund - Regular Plan-Growth

Description:

The scheme objective is to provide a level of income consistent with liquidity through investments made primarily in money-market and debt securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.85% 10.37 -0.39%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.85%
Sharpe 10.37
DD -0.39%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Low Duration Fund-Dividend Daily

Description:

The scheme seeks to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.87% 8.46 -0.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.87%
Sharpe 8.46
DD -0.60%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund - Retail Plan-Dividend Weekly

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.87% 8.66 -0.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.87%
Sharpe 8.66
DD -0.59%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund-Dividend Daily

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.88% 9.86 -0.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.88%
Sharpe 9.86
DD -0.34%
Risk Score
1 2 3 4 5

Essel Ultra Short Term Fund-Growth

Description:

The Scheme seeks to generate a optimal return and liquidity, from a portfolio constituted of money market securities and short term debt securities which results in a portfolio having marginally higher maturity compared to a liquid fund at the same time maintaining a balance between safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.79% 8.86 -0.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.79%
Sharpe 8.86
DD -0.48%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Dividend Half Yearly

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.62% 1.65 -2.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.62%
Sharpe 1.65
DD -2.40%
Risk Score
1 2 3 4 5

UTI Treasury Advantage Fund Discontinued-Dividend Quarterly

Description:

The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.85% 2.72 -4.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.85%
Sharpe 2.72
DD -4.51%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Savings Fund - Retail Plan-Dividend Daily

Description:

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.85% 8.50 -0.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.85%
Sharpe 8.50
DD -0.59%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund-Dividend Monthly

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.82% 4.50 -0.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.82%
Sharpe 4.50
DD -0.82%
Risk Score
1 2 3 4 5

Reliance Low Duration Fund-Dividend

Description:

The scheme aims to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.86% 9.27 -0.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.86%
Sharpe 9.27
DD -0.22%
Risk Score
1 2 3 4 5

Invesco India Treasury Advantage Fund-Growth

Description:

The scheme seeks to generate income by investing in debt and Money Market Instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.77% 8.86 -0.65%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.77%
Sharpe 8.86
DD -0.65%
Risk Score
1 2 3 4 5

Baroda Treasury Advantage Fund - Regular Plan-Growth

Description:

The fund aims to generate regular returns from investments in fixed income instruments, while maintaining adequate liquidity. The fund will invest a minimum of 65% of its assets in money market instruments while investing the rest in debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.75% 8.25 -0.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.75%
Sharpe 8.25
DD -0.82%
Risk Score
1 2 3 4 5

UTI Credit Risk Fund - Regular Plan-Flexi Dividend

Description:

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 7.62% 4.44 -0.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 7.62%
Sharpe 4.44
DD -0.78%
Risk Score
1 2 3 4 5

Axis Treasury Advantage Fund-Growth

Description:

The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and short term debt securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 7.78% 9.77 -0.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 7.78%
Sharpe 9.77
DD -0.40%
Risk Score
1 2 3 4 5

UTI Ultra Short Term Fund - Regular Plan-Dividend Monthly

Description:

The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.70% 3.35 -0.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.70%
Sharpe 3.35
DD -0.55%
Risk Score
1 2 3 4 5

ICICI Prudential Medium Term Bond Fund-Dividend Yearly

Description:

The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 7.57% 3.17 -1.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 7.57%
Sharpe 3.17
DD -1.29%
Risk Score
1 2 3 4 5

UTI Ultra Short Term Fund - Regular Plan-Dividend Fortnightly

Description:

The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.69% 9.04 -0.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.69%
Sharpe 9.04
DD -0.19%
Risk Score
1 2 3 4 5

SBI Banking and PSU Fund-Growth

Description:

The scheme seeks to generate regular income through a judicious mix of portfolio comprising predominantly debt and money market securities of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal bodies.

Key Highlights:

Category Performance Sharpe DD
Debt: Banking and PSU 7.73% 9.34 -0.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Banking and PSU
Performance 7.73%
Sharpe 9.34
DD -0.17%
Risk Score
1 2 3 4 5

Tata Corporate Bond Fund - Retail Plan-Growth

Description:

The scheme aims to generate returns over short to medium term by investing predominantly corporate debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Term 7.66% 9.04 -0.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Term
Performance 7.66%
Sharpe 9.04
DD -0.90%
Risk Score
1 2 3 4 5

DHFL Pramerica Ultra Short Term Fund-Growth

Description:

The scheme aims to generate stable returns and provide liquidity by investing in a mix of short term debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 7.69% 4.39 -2.76%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 7.69%
Sharpe 4.39
DD -2.76%
Risk Score
1 2 3 4 5

Franklin India Credit Risk Fund-Dividend

Description:

The Scheme seeks to provide regular income and capital appreciation through a focus on corporate securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Credit Risk 9.94% 3.29 -3.12%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Credit Risk
Performance 9.94%
Sharpe 3.29
DD -3.12%
Risk Score
1 2 3 4 5

DHFL Pramerica Floating Rate Fund-Growth

Description:

The scheme seek to generate income through predominantly investing in a portfolio comprising of floating rate debt instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 7.63% 6.39 -1.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 7.63%
Sharpe 6.39
DD -1.26%
Risk Score
1 2 3 4 5


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