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: 0.78% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 14,207.9 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
31.7295
0.03 (0.0867%)
8.08%
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
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 | 7.61 |
| Average Maturity | 4.06 |
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 | 9.47 | 8.26 | 7.34 | 7.03 | 7.54 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.47 | 8.03 | 9.4 | 10.41 | 5.8 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.54 | 8.05 | 7.0 | 6.65 | 7.11 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.54 | 7.94 | 6.99 | 6.36 | 7.05 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.52 | 7.97 | 7.14 | 6.66 | 7.27 |
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%
