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

Trust · Short Duration
Moderate
₹1137.90
Current NAV
25 Jun 2026
29.6%
1Y Return
11.6%
3Y CAGR
19.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.76).
  • Very large asset base (AUM: ₹11,310 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.76
Sharpe Ratio
0.96
Beta
6.76
Alpha
1.03
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Fund Details
Fund House Trust
Category Short Duration
AUM ₹11310 Cr
Expense Ratio 1.76%
Min SIP ₹500
Min Lumpsum ₹1000
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