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 (31-05-2025) |
| 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 |
32.2068
0 (0.0078%)
8.09%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 9.39 | 8.42 | 7.89 | 6.44 | 7.54 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.27 | 8.26 | 9.83 | 10.18 | 5.79 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.56 | 8.27 | 7.65 | 6.28 | 7.15 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.55 | 8.25 | 7.68 | 6.18 | 7.3 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.55 | 8.23 | 7.66 | 6.17 | 7.3 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.38 | 8.22 | 7.59 | 5.84 | 7.06 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 9.29 | 8.07 | 7.49 | 5.86 | 7.08 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.29 | 8.07 | 7.49 | 5.86 | 7.08 |
| Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option | 30-06-2010 | 9.28 | 8.04 | 7.59 | 5.95 | 7.09 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 9.27 | 8.0 | 7.34 | 5.6 | 6.91 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
