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HDFC High Interest Fund - Short Term Plan-Growth Option

Category: Short Term Debt Funds
Launch Date: 06-02-2002
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 1.22% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,081.36 Cr As on (30-09-2017)
Turn over: -
NAV as on 18-04-2018

34.6586

-0.03 (-0.0785%)

CAGR Since Inception

7.97%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of HDFC High Interest Fund - Short Term Plan-Growth Option

Scheme Performance (%)

Data as on - 18-04-2018

Yearly Performance (%)

Fund Managers

Mr. Shobhit Mehrotra, Mr. Rakesh Vyas

He is an MBA from Clemson University, USA. Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.

Investment Objective

The fund seeks modest return with high liquidity from a portfolio of money market and debt instruments

RETURNS CALCULATOR for HDFC High Interest Fund - Short Term Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

riskometer

Key Performance and Risk Statistics of HDFC High Interest Fund - Short Term Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC High Interest Fund - Short Term Plan-Growth Option 1.92 3.02 -3.48 1.53 7.62 3.38
Short Term Debt Funds - - - - - -

PEER COMPARISION of HDFC High Interest Fund - Short Term Plan-Growth Option

Period
Data as on - 18-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC High Interest Fund - Short Term Plan-Growth Option 06-02-2002 5.7 7.67 7.78 8.24 8.64
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.92 8.3 8.35 8.46 0.0
Invesco India Medium Term Bond Fund - Growth 30-12-2010 6.87 7.73 7.96 8.05 0.0
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 6.81 7.77 7.97 0.0 0.0
UTI Banking & PSU Debt Fund- Growth Option 30-01-2014 6.64 8.27 8.7 0.0 0.0
DHFL Pramerica Short Term Floating Rate Fund - Growth 09-10-2009 6.63 7.18 7.62 8.03 0.0
Escorts Short Term Debt Fund-Growth Option 28-12-2005 6.62 7.12 7.68 8.74 8.87
Aditya Birla Sun Life Short Term Fund - Discipline Advantage Plan 04-03-2009 6.6 7.89 8.3 8.8 0.0
DHFL Pramerica Short Maturity Fund - Growth 21-01-2003 6.6 7.86 8.06 8.51 8.84
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 03-03-1997 6.58 7.81 8.22 8.74 8.54

PORTFOLIO ANALYSIS of HDFC High Interest Fund - Short Term Plan-Growth Option

Asset Allocation (%)

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