Top Three Debt Funds in 2019

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Debt Fund is a kind of Mutual Fund which invests in fixed interest earning instruments like certificates, fixed deposits, t-bills and etc. Debt Fund does not have so much risk like equity, but the return of this fund is not so high. The main objective of investing in a debt fund is to collect wealth by means of interest income and steady appreciation of the fund value. Debt mutual funds offer the average return of 7%-10%. This is higher than the fixed deposits or bank savings. Here we will discuss the top 10 debt mutual funds in India.

Investors who don’t want to take so much risk but want to grow their wealth debt fund is best for them. Basically, investors invest in debt fund either for short term or mid-term. Liquid Funds are best for short term. Liquid Funds provide handsome returns and it also has liquidity you can take your money back whenever you want. Dynamic Bond Funds are for medium-term investors.

Top Three best Debt Mutual Funds of 2019

  • ICICI All Seasons Bond Fund
Fund Manager – Mr.Manish Banthia & Mr.Anuj Tagra
AUM – Rs.2,004cr.
Expense Ratio – 1.30%
Return Since Launch– 9.44%
Inception Date – 4th May 2009
Benchmark– NIFTY Composite Bond
NAV – 0.10% (As on 6th February 2019)
Growth – Rs. 22.6439
Dividend Yearly– Rs.11.2679
Dividend Quarterly– Rs.11.0033
Dividend – Rs.15.2491
Bonus– Rs.14.8825

Performance

  YTD One Month Three Months One Year Three Years Five Years Ten Years
Fund 0.19 0.27 2.28 6.43 9.52 10.34
VR Bond 0.24 0.33 2.74 7.14 6.95 7.70
Category -0.11 0.06 2.26 5.90 7.29 8.27
Rank within Category 11 15 15 8 1 1
Number of funds in category 29 29 28 25 24 23

As on Feb 06, 2019

Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 9.22 4.41 0.66 1.21 1.70 2.08
VR Bond 6.79 2.40 0.21 0.33
Category 7.05 3.70 0.42 0.65 1.42 0.06
Rank within Category 1 21 3 3 21 2
Number of funds in category 26 26 26 26 26 26

As on Jan 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.

  • Reliance Low Duration Fund
Fund Manager – Mr.Amit Tripathi & Anju Chhajer
AUM – Rs.7,994cr.
Expense Ratio – 0.63%
Return Since Launch– 8.16%
Inception Date – 20th March 2007
Benchmark– NIFTY Low Duration Debt TRI
NAV – 0.02% (As on 6th February 2019)
Growth – Rs. 2542.6902
Dividend Weekly– Rs.1007.6869
Dividend Quarterly– Rs.1019.8042
Dividend – Rs.1394.6963
Dividend Monthly– Rs.1008.6691
Dividend Daily– Rs.1007.5
Bonus– Rs.1476.3034  

Performance

  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 0.75 0.62 2.25 7.58 7.56 7.97 7.97
CCIL T Bill Liquidity Weight 0.53 0.40 1.17 4.26 4.29 4.78 4.53
Category 0.69 0.57 2.15 7.25 7.50 7.87 7.78
Rank within Category 10 11 5 5 10 10
Number of funds in category 26 26 26 26 25 23

As on Feb 06, 2019

Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 7.36 0.70 1.53 2.35 1.92 5.04
CCIL T Bill Liquidity Weight 4.22 0.24 -8.49 -13.48
Category 7.31 0.71 1.42 2.17 1.84 4.82
Rank within Category 10 12 10 10 14 8
Number of funds in category 25 25 25 25 25 25

As on Jan 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.

  • Aditya Birla Sun Life Savings Fund
Fund Manager – Mr.Kaustubh Gupta & Ms. Sunaina Da Cunha
AUM – Rs.14,016cr.
Expense Ratio – 0.34%
Return Since Launch– 7.77%
Inception Date – 27th November 2001
Benchmark– CRISIL Short Term Bond
NAV – 0.02% (As on 6th February 2019)
Growth – Rs. 364.2312
Dividend Weekly– Rs.100.1857
Dividend Daily– Rs.100.2618    

Performance

  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 0.87 0.75 2.36 7.95 8.08 8.50 8.26
CCIL T Bill Liquidity Weight 0.53 0.40 1.17 4.26 4.29 4.78 4.53
Category 0.75 0.65 1.71 6.09 6.89 7.64 7.92
Rank within Category 2 2 2 3 3 2 2
Number of funds in category 24 24 24 17 17 16 11

As on Feb 06, 2019

Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 7.83 0.85 1.81 2.56 2.02 5.72
CCIL T Bill Liquidity Weight 4.22 0.24 -8.49 -13.48
Category 6.83 0.97 1.50 2.83 1.72 4.11
Rank within Category 4 16 9 12 17 3
Number of funds in category 20 20 20 20 20 20

As on Jan 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.

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