HDFC Short Term Debt Fund - Growth Option - Direct Plan
(Erstwhile HDFC Short Term Opportunities Fund -Direct Plan - Growth Option)
Fund House: HDFC Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.4% 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 |
33.094
-0.02 (-0.0544%)
8.17%
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
5 Years 10 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 | 1.01 |
| Sharpe Ratio | 0.44 |
| Alpha | 4.32 |
| Beta | 1.93 |
| Yield to Maturity | 6.87 |
| Average Maturity | 4.09 |
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 - Direct Plan | 01-01-2013 | 9.82 | 8.65 | 8.25 | 7.16 | 7.86 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.34 | 8.11 | 9.86 | 10.24 | 5.83 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.63 | 8.17 | 7.64 | 6.49 | 7.17 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.58 | 8.11 | 7.65 | 6.4 | 7.32 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.58 | 8.09 | 7.63 | 6.39 | 7.32 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.46 | 8.33 | 7.87 | 6.73 | 7.55 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.45 | 8.06 | 7.68 | 6.07 | 7.08 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 9.33 | 7.87 | 7.32 | 5.75 | 6.92 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.32 | 7.94 | 7.45 | 6.02 | 7.1 |
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%
