Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| LIC MF Ultra Short Duration Fund (Formerly Idbi Ultra Short Term Fund) |
7.22%
|
1.09%
|
53.02%
|
| UTI GILT Advantage Fund Short Term Plan |
7.21%
|
2.95%
|
9.06%
|
| Sundaram Ultra Short Term Fund |
5.22%
|
N/A
|
3.99%
|
| Sundaram Short Term Credit Risk Fund |
4.18%
|
3.37%
|
5.39%
|
| Deposit Fund Plan C |
4.18%
|
3.37%
|
9.97%
|
| LIC MF Short Duration Fund (Formerly Idbi Short Term Bond Fund) |
0.06%
|
1.71%
|
7.28%
|
| Canara Robeco Short Term Fund |
N/A
|
N/A
|
7.58%
|
| Bob Nri Short Term Bond Plan |
N/A
|
N/A
|
3.51%
|
| PGIM India Ultra Short Term Bond Fund |
N/A
|
N/A
|
153.5%
|
| Deposit Fund (FMP-6) 371 Days Plan - Mar02 |
-0.6%
|
0.25%
|
8.43%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Sundaram Ultra Short Term Fund | - | - | - |
| LIC MF Floating Rate Fund Short Term Plan | - | - | - |
| Sundaram Short Term Credit Risk Fund | - | - | - |
| Deposit Fund Plan C | - | - | - |
| Canara Robeco Short Term Fund | - | - | - |
| Canara Robeco Short Term Fund | - | - | - |
| Deposit Fund (FMP-6) 371 Days Plan - Mar02 | - | - | - |
| Edelweiss Short Term Fund | - | - | - |
| Edelweiss Short Term Fund | - | - | - |
| LIC MF Ultra Short Duration Fund (Formerly Idbi Ultra Short Term Fund) | - | - | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Franklin India Short Term Income Plan - Retail Plan - Growth |
192.1%
|
5.12%
|
12.35%
|
| Franklin India Credit Risk Fund- Segregated Portfolio 2 (10.90% Vodafone Idea Ltd 02Sep2023-Growth) |
192.1%
|
-35.38%
|
-35.38%
|
| Franklin India Short Term Income Plan - Institutional Plan - Growth |
192.03%
|
6.08%
|
13.67%
|
| Franklin Asian Equity Fund - Growth |
32.62%
|
16.72%
|
8.06%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
10.93%
|
17.92%
|
15.92%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Liquid Fund - Super Institutional Plan - Growth |
6.37%
|
6.93%
|
7.1%
|
| Franklin India Arbitrage Fund - Growth |
6.2%
|
N/A
|
6.31%
|
| Franklin India Money Market Fund - Growth |
6.17%
|
7.23%
|
7.11%
|
| Franklin India Short Term Income Plan- Retail Plan-Segrd PF 2(10.90% Vodafone Idea Ltd 02Sep2023 Gr) |
6.06%
|
167.11%
|
167.11%
|
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