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TRUSTMF Short Duration Fund-Direct Plan-Monthly Income Distribution Cum Capital Withdrawal

Trust · Short Duration
Moderate
₹1165.56
Current NAV
05 Nov 2026
1.7%
1Y Return
3.7%
3Y CAGR
2.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.50
Sharpe Ratio
1.40
Beta
1.80
Sortino
Fund Details
Fund House Trust
Category Short Duration
AUM ₹8050 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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