Mutual Funds

Best Debt Funds

Benefit of Tax After 3 Years- Indextation / Safe like FD but higher return

HDFC Short Term Debt

Fund Size

₹ 13532.85 Cr

1 Year Return

2.94%

3 Year Return

6.50%

Since Inception

8.14%

HDFC Short Term Debt

Risk O Meter

Moderate

Expense Ratio

0.74%

Standard Deviation

2.06

Beta

1.07

Axis Banking & PSU Debt

Fund Size

₹ 14170.52 Cr

1 Year Return

3.16%

3 Year Return

6.02%

Since Inception

7.87%

Axis Banking & PSU Debt

Risk O Meter

Low to Moderate

Expense Ratio

0.62%

Standard Deviation

2.09

Beta

0.67

ICICI Prudential Savings

Fund Size

₹ 22283.47 Cr

1 Year Return

2.82%

3 Year Return

5.64%

Since Inception

7.69%

ICICI Prudential Savings

Risk O Meter

Low to Moderate

Expense Ratio

0.52%

Standard Deviation

N/A

Beta

N/A

SBI Magnum Medium Duration

Fund Size

₹ 9289.79 Cr

1 Year Return

9.34%

3 Year Return

40.66%

Since Inception

1.38 %

SBI Magnum Medium Duration

Risk O Meter

Moderately High

Expense Ratio

1.21%

Standard Deviation

2.38

Beta

0.01

Kotak Bond Short Term Plan

Fund Size

₹ 13157.52 Cr

1 Year Return

2.52%

3 Year Return

5.71%

Since Inception

7.42%

Kotak Bond Short Term Plan

Risk O Meter

Low to Moderate

Expense Ratio

1.16%

Standard Deviation

1.85

Beta

0.95

ICICI Prudential Short Term

Fund Size

₹ 15542.78 Cr

1 Year Return

3.62%

3 Year Return

6.53%

Since Inception

7.88%

ICICI Prudential Short Term

Risk O Meter

Moderate

Expense Ratio

1.12%

Standard Deviation

1.98

Beta

1

Axis Short Term

Fund Size

₹ 6499.28 Cr

1 Year Return

3.10%

3 Year Return

6.12%

Since Inception

7.61%

Axis Short Term

Risk O Meter

Moderate

Expense Ratio

0.96%

Standard Deviation

2

Beta

1.03

*Last Updated on 14 August,2022

Frequently asked questions

  • What is Risk O Meter?

    To help investors be aware of the risks associated with mutual fund investments, SEBI has made it mandatory for all fund houses to display a riskometer with every mutual fund.

  • What is Expense ratio?

    An expense ratio (ER), also sometimes known as the management expense ratio (MER), measures how much of a fund's assets are used for administrative and other operating expenses.

  • What is Standard Deviation?

    Standard deviation is a statistical tool that measures the deviation or dispersion of the data from the mean or average.

  • What is Beta?

    Beta denotes the sensitivity of the mutual fund towards market movements. It is the measure of the volatility of the mutual fund portfolio to the market.

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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