Reliance Short Term
- Star Rating: 5 stars
- Analyst Rating: Bronze
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Prashant Pimple
- Minimum Investment: Rs 5,000
- Expenses: 1.11%
- Morningstar Analyst: Nehal Meshram
- Date of Research: December 2017
The fund manager maintains a moderate duration strategy that provides protection from volatility. He follows a research-intensive process focused on economic, credit, and liquidity analysis.
Read the brief analyst note here
Kotak Bond Short Term
- Star Rating: 4 stars
- Analyst Rating: Bronze
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Deepak Agrawal
- Minimum Investment: Rs 5,000
- Expenses: 0.50%
- Morningstar Analyst: Nehal Meshram
- Date of Research: November 2017
The fund manager focuses mainly on quality credit as part of the investment strategy. He follows a research-intensive investment process with an emphasis on safety and liquidity.
Read the brief analyst note here
HDFC Medium Term Opportunities
- Star Rating: 5 stars
- Analyst Rating: Bronze
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Anupam Joshi
- Minimum Investment: Rs 5,000
- Expenses: 0.33%
- Morningstar Analyst: Himanshu Srivastava
- Date of Research: November 2017
The portfolio is biased towards higher-quality securities and papers issued by public sector undertakings. The fund has a research-intensive approach that focuses on both qualitative and quantitative aspects.
Read the brief analyst note here
HDFC High Interest Short Term
- Star Rating: 5 stars
- Analyst Rating: Gold
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Shobhit Mehrotra
- Minimum Investment: Rs 5,000
- Expenses: 1.19%
- Morningstar Analyst: Himanshu Srivastava
- Date of Research: November 2017
The portfolio is biased towards higher-quality securities and papers issued by public sector undertakings. The fund has a research-intensive approach that focuses on both qualitative and quantitative aspects.
Read the brief analyst note here
UTI Short Term Income
- Star Rating: 5 stars
- Analyst Rating: Neutral
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Sudhir Agarwal
- Minimum Investment: Rs 10,000
- Expenses: 0.94%
- Morningstar Analyst: Kavitha Krishnan
- Date of Research: October 2017
The fund typically holds a higher allocation towards high-quality corporate bonds. A well-defined and consistent approach that has yielded positive long-term returns.
Read the brief analyst note here
ICICI Prudential Short Term
- Star Rating: 5 stars
- Analyst Rating: Bronze
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Manish Banthia
- Minimum Investment: Rs 5,000
- Expenses: 1.24%
- Morningstar Analyst: Nehal Meshram
- Date of Research: October 2017
The fund’s primary focus is to ensure quality and liquidity in the portfolio. Duration plays and spread analysis are central to the investment strategy.
Read the brief analyst note here
Aditya Birla Sun Life Short Term
- Star Rating: 5 stars
- Analyst Rating: Silver
- Credit Quality: High
- Interest Rate Sensitivity: Limited
- Fund Manager: Maneesh Dangi, Kaustubh Gupta
- Minimum Investment: Rs 1,000
- Expenses:0.32%
- Morningstar Analyst: Kavitha Krishnan
- Date of Research: October 2017
A short-term fund that stands out amongst peers and has a significant allocation to corporate bonds. The team plies a research-intensive approach with a clear dependence on the internal processes.
Read the brief analyst note here
