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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: 0.74% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 14,390.68 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 02-04-2025

31.4127

0.1 (0.3292%)

CAGR Since Inception

8.05%

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 7.61
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 8.74 8.18 6.91 6.76 7.49
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.72 7.92 9.0 7.97 5.75
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.66 7.92 6.71 6.47 7.2
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.66 7.89 6.69 6.46 7.2
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.64 7.85 6.43 6.17 6.98
Nippon India Short Term Fund-Growth Plan 01-12-2002 8.6 7.97 6.52 6.49 7.03
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.59 7.9 6.84 7.07 7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.51 7.77 6.61 - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.51 7.77 4.5 7.65 6.27
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.48 7.74 6.54 6.2 6.98

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

February 2025

Monthly Portfolio Disclosure - February 2025

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