HDFC Short Term Debt Fund - Growth Option

(Erstwhile HDFC Short Term Opportunities Fund - Growth Option)
Fund House: HDFC Mutual Fund
Category: Debt: Short Duration
Launch Date: 05-06-2010
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
TER: 0.73% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 15,176.21 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

32.2273

8.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.02
Sharpe Ratio 0.05
Alpha 4.01
Beta 1.98
Yield to Maturity 6.88
Average Maturity 3.78

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.3 8.42 7.84 6.29 7.52
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.19 8.29 9.82 10.07 5.78
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.51 8.3 7.6 6.18 7.13
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.47 8.29 7.63 6.08 7.29
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.47 8.27 7.61 6.08 7.28
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.3 8.24 7.59 5.77 7.05
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.21 8.07 7.45 5.74 7.07
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.21 8.07 7.45 5.74 7.07
HSBC Short Duration Fund - Regular Growth 01-01-2013 9.17 8.02 7.29 5.51 6.89
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 9.15 8.04 7.52 5.88 7.08

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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