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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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 15,030.08 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 15-05-2025

31.872

0.03 (0.1007%)

CAGR Since Inception

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:  

RETURNS ANALYSIS

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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

The scheme seeks to generate regular income through investment in debt securities and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.02
Sharpe Ratio 0.05
Alpha 4.01
Beta 1.98
Yield to Maturity 7.1
Average Maturity 4.18

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 9.46 8.29 7.72 6.84 7.56
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.33 8.07 9.7 10.28 5.82
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.6 8.13 7.48 6.58 7.16
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.52 8.04 7.52 6.51 7.31
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.52 8.02 7.5 6.51 7.3
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.47 8.0 7.47 6.2 7.08
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 9.34 7.86 7.35 - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 9.34 7.86 7.35 8.18 6.39
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.33 7.91 7.34 6.13 7.09
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.33 7.91 7.34 6.13 7.09

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%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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