| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| TRUSTMF Short Duration Fund-Regular Plan-Growth | 7.12 | 6.79 | 5.55 | 0 | 0 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 9.04 | 7.43 | 13.57 | 8.38 | 5.75 |
| HDFC Short Term Debt Fund - Growth Option | 8.27 | 7.67 | 6.22 | 6.72 | 7.48 |
| Axis Short Term Fund - Regular Plan - Growth Option | 7.99 | 7.34 | 6.09 | 6.38 | 7.17 |
| Nippon India Short Term Fund-Growth Plan | 7.97 | 7.34 | 5.91 | 6.33 | 7.03 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.96 | 7.31 | 6.08 | 6.37 | 7.17 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 7.89 | 7.34 | 6.24 | 6.73 | 7.4 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 7.89 | 7.32 | 6.01 | 7.58 | 6.26 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 7.89 | 7.32 | 0 | 0 | 0 |
| Invesco India Short Duration Fund - Growth | 7.87 | 7 | 5.46 | 5.7 | 6.48 |
| Based On | TRUSTMF Short Duration Fund-Regular Plan-Growth | BSE India Bond Index | Debt: Short Duration |
|---|---|---|---|
| CAGR since inception | 5.36% | 8.74% | 6.84% |
| 1 Year | 7.12% | 7.49% | 7.69% |
| 3 Year | 5.55% | 5.99% | 6.05% |
| 5 Year | 0.00% | 7.41% | 6.21% |
| 10 Year | 0.00% | 8.41% | 6.75% |
| Nav / Index Value as on2024-12-22 | 136.91% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 2.89 |
| Debt | 90.11 |
| Mutual Funds | 0.22 |
| Cash & Cash Equivalents | 6.78 |
| Company | Holding |
|---|---|
| RURAL ELECTRIFICATION CORPORATION LIMITED | 7.38 |
| AXIS BANK LIMITED | 6.97 |
| INDIA INFRADEBT LIMITED | 3.65 |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | 2.2 |
| 0.18 |
To calculate the Trust Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
