Mirae Asset Short Duration Growth
All Cap
Debt
India Debt Liquid Market
Liquid
Others
Emotionally driven
Investor Profile1–3 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Mirae Asset Short Duration Growth invests in short-term bonds, balancing safety with modest growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-0.8% AnnuallyAlpha
+6.0% vs +10.0% benchmarkSince Inception
+6.3% vs +5.3% benchmark3Y Annualized
+5.4% vs +4.8% benchmark5Y Annualized
Mirae Asset Short Duration Growth
Benchmark Index
Benchmark Performance Comparison
Mirae Asset Short Term Fund
FD Returns
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation1.2%
Sharpe Ratio1.75
Beta1.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities13.90%
7.32% Govt Stock 2030Utilities7.03%
6.79% Govt Stock 2034Utilities5.74%
Godrej Industries LimitedUtilities5.45%
Hindustan Petroleum Corporation LimitedUtilities4.57%
Bajaj Finance LimitedUtilities4.47%
Tata Capital Housing Finance LimitedUtilities4.45%
Kotak Mahindra Bank LimitedUtilities4.26%
National Bank For Agriculture And Rural DevelopmentUtilities4.04%
Small Industries Development Bank Of IndiaUtilities3.63%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.12%
Regulatory & Tax Information
INF769K01DU2
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)