- Mutual Funds
- HDFC Mutual Fund
- HDFC Short Term Debt Fund Regular Growth
HDFC Short Term Debt Fund Regular Plan Growth
₹ 30.2452
NAV (Oct 15)
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.2452
NAV (Oct 15)
Fund Returns
Last 1Y | 8.7% |
Last 3Y | 6.1% |
Last 5Y | 6.9% |
Last 10Y | 7.6% |
Since Inception | 8% |
6 Month CAGR | 4.6% |
Scheme Information
The scheme seeks to generate regular income through investment in debt securities and money market instruments.
Expense Ratio | 0.69 |
Launched (0y ago) | 0.69 |
AUM in Crores | 14622.2 |
ISIN | INF179K01CU6 |
Lock-in | - |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1 |
Beta | 2 |
Sharpe Ratio | 0.1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Short Term Debt Fund (G) | 8,64,461 | 1,31,849 | 6.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
7.8%GOI
3.8%Others
2.8%GOI
2.6%GOI
1.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
15.2% | 6.7% | ||
20.6% | 13.3% | ||
6.5% | 7.8% | ||
6% | 8.1% |
HDFC Short Term Debt Fund Regular Plan Growth Review
HDFC Short Term Debt Fund Regular Plan Growth is a Short Term Debt fund and has delivered an annualised return of 8.036% over a period of 14 years. The fund is managed by HDFC Mutual Fund. The fund managers are Anil Bamboli, Dhruv Muchhal.
Nav of HDFC Short Term Debt Fund as of 10/15/2024 is ₹30.25 with the total AUM as of 10/16/2024 is ₹14622.2195. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Short Term Debt Fund was launched on 2010-06-25. The category risk of the fund is Below Average.
The minimum SIP amount for HDFC Short Term Debt Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Short Term Debt Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Debt A-II Index.
It is rated as a 4 fund in Debt and delivered 8.689% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Short Term Debt Fund.
Frequently Asked Questions
What is HDFC Short Term Debt Fund?
How to invest in HDFC Short Term Debt Fund?
You can invest in HDFC Short Term Debt Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Short Term Debt Fund?
The minimum sip amount for HDFC Short Term Debt Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Short Term Debt Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Short Term Debt Fund Regular Plan Growth?
The expense ratio of the HDFC Short Term Debt Fund Regular Growth is 0.69% for regular plan.
What is the NAV of HDFC Short Term Debt Fund?
Today's HDFC Short Term Debt Fund Regular Growth NAV is ₹30.25.