Join Us on WhatsApp Channel Add as a preferred source on Google

Low Duration

About

A Low Duration Debt Mutual Fund is a category of debt fund that invests in debt and money market instruments such that the Macaulay duration of the portfolio is between 6 to 12 months. As defined by the Securities and Exchange Board of India (SEBI), these funds are positioned between Ultra-Short Duration Funds and Short Duration Funds in terms of risk and return.

Fund Type

Key Features

Dynamic Fund
Investors with a 6–12 month investment horizon
small cap fund
Better Return Potential than Liquid/Ultra-Short Funds
Ideal for Short-Term Financial Goals
business
Diversified Short-Term Debt Portfolio

Taxation

STCG

Holding Period ≤ 36 months, As per Income Tax slap

LTCG

Holding Period > 36 months, As per Income Tax slap

Dividends Tax

Dividends are added to your income, Taxed as per your slab rate. TDS applicable as per rules

Exemption Limit

Basic exemption limit adjustment allowed if total income is below threshold

Indexation

No Indexation

Allocation

SVG Icon

Debt & Money Market Instruments
100%

Locked in Period

Nill

Exit Load

Holding Period >7–30 days, then Nill. (Exact structure depends on AMC)

Risk Associated

Riskometer Low To Moderate

Find the funds

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.