Low Duration Mutual Funds — Live NAV & Returns
There are 4 Low Duration Fund schemes (debt category) in Trustner’s fund research universe. Live AMFI NAV, 1-year return and AUM are listed below for every scheme — open any fund for its full return history, risk metrics and peer comparison.
| Scheme | NAV (₹) | AUM | 1Y Return | 3Y CAGR | TER |
|---|---|---|---|---|---|
SBI Ultra Short to Short Term Fund - Regular Plan - Growth SBI Mutual Fund | ₹3,748.1947 | ₹13.6K Cr | +5.48% | +6.73% | 0.94% |
Axis Ultra Short to Short Term Fund - Regular Plan - Growth Option Axis Mutual Fund | ₹3,339.4087 | ₹4.7K Cr | +5.99% | +7.12% | 0.71% |
Invesco India Ultra Short to Short Term Fund - Regular Plan - Growth Invesco Mutual Fund | ₹4,071.3383 | ₹1.7K Cr | +5.37% | +6.80% | 0.74% |
Franklin India Low Duration Fund (No. of Segregated Portfolios-2) Franklin Templeton Mutual Fund | ₹32.6071 | ₹429 Cr | +6.08% | — | 0.71% |
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Low Duration funds — frequently asked questions
What is a Low Duration fund?
Low Duration funds invest in debt with a duration of about 6–12 months, targeting modestly higher returns than ultra-short funds with a little more interest-rate sensitivity.
How many Low Duration mutual funds are there?
There are about 4 Low Duration schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.
What returns do Low Duration funds give?
Across the Low Duration funds listed here, the median 3-year return is about 6.8% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.
Who should consider Low Duration funds?
Low Duration funds suit investors seeking relatively steady, lower-volatility returns for short-to-medium horizons, or the stable portion of a portfolio. Match the fund's duration to how long you can stay invested.
How can I invest in Low Duration funds?
You can invest in Low Duration funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.
How are Low Duration funds taxed?
Debt-fund taxation changed in recent years, and gains on many debt funds are now taxed at your income-tax slab rather than at a separate long-term rate. Because the treatment depends on when you invested and the fund's equity exposure, confirm the exact rule with a Chartered Accountant.
For information and research only — not investment advice or a recommendation of any scheme. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.