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HDFC Short Term Debt Fund - Growth Option
Invest Now
Fund Manager: FM - 1 - Mr.Anil Bamboli, FM -2 Mr.Dhruv Muchhal |
Debt: Short Duration |
CRISIL Short Duration Debt A-II Index
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
8.06%
Inception Date
Jun 05, 2010
Expense Ratio
0.73%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
moderate
Investment Objective : To generate income/capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be achieved.
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.8 | 4.62 | 8.77 | 7.78 | 6.3 | 7.49 |
| NIFTY 3 YEAR SDL | 1.88 | 3.75 | 8.48 | 6.7 | 6.7 | 7.94 |
| Debt: Short Duration | 1.68 | 4.53 | 8.53 | 7.4 | 6.03 | 6.81 |
| Rank within Category | 5 | 10 | 5 | 3 | 6 | 2 |
| Number of Funds within Category | 26 | 26 | 26 | 25 | 23 | 21 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| HDFC Short Term Debt Fund - Growth Option | 1,740.23 | 0.73 | 8.77 | 7.78 | 6.3 | 7.49 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 16.48 | 1.06 | 9.77 | 9.78 | 10.15 | 5.73 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 1,145.85 | 0.9 | 9.01 | 7.6 | 6.09 | 7.25 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 1,145.85 | 0.9 | 9.01 | 7.59 | 6.09 | 7.25 |
| Nippon India Short Duration Fund-Growth Plan | 833 | 0.95 | 8.97 | 7.57 | 6.21 | 7.1 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 1,605.28 | 0.85 | 8.72 | 7.44 | 5.77 | 7.03 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 1,605.28 | 0.85 | 8.72 | 7.44 | 5.77 | 7.03 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 1,077.12 | 1.98 | 8.69 | 7.43 | 5.78 | 7.0 |
| Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option | 29.88 | 1.08 | 8.67 | 7.5 | 5.84 | 7.04 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 1,034.93 | 0.99 | 8.63 | 7.53 | 6.44 | 7.42 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 8.7 | 9.31 | 6.52 | 7.01 | 9.71 | 10.96 | 3.86 | 3.53 | 7.14 | 5.58 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Debt: Short Duration | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
|---|
Related Funds in this Category
Profile
| Credit Quality | Portfolio (%) |
|---|
Debt Holdings
| Sector | Allocation (%) |
|---|
Debt Profile
| Scheme | Category | % of Change month-on-month |
|
|---|---|---|---|
| Modified Duration | 0 | ||
| Average Maturity | 0 | ||
| Yield To Maturity | 0 |
Best & Worst Period
| Best (Period) | Worst (Period) | |
|---|---|---|
| Month |
0 %
( ) |
0 %
( ) |
| Quarter |
0 %
( ) |
0 %
( ) |
| Year |
0 %
( ) |
0 %
( ) |
Portfolio Behavior
| Volatility | 1.02 |
| Sharp Ratio | 0.05 |
| Alpha | 4.01 |
| Beta | 1.98 |
| Standard Deviation | - |
| Portfolio Turnover |
Extreme Performance
| Time Frame | Period | Fund (%) |
Benchmark (%) |
|---|---|---|---|
| Best Month | 30-05-2014 | 11.64 | 8.11 |
| Worst Month | 31-01-2011 | -10.46 | -10.23 |
| Best Quarter | 30-06-2014 | 20.12 | 14.03 |
| Worst Quarter | 30-09-2011 | -9.40 | -12.11 |
| Best Year | 31-12-2014 | 57.64 | 32.91 |
| Worst Year | 30-12-2011 | -22.29 | -23.81 |