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  • HDFC Floating Rate Debt Wholesale Plan (Growth)

Formerly HDFC FRF Income S/T Whls Gr

HDFC Mutual Funds

HDFC Floating Rate Debt Wholesale Plan (Growth)

DebtFloater

Top Ranked

39.1267

NAV (Oct 25)

7.7%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within floater mutual funds.However, Scripbox does not recommend investing in floater mutual funds.Floater Funds are mandated to invest a minimum of 65% of total assets in Floating Rate Instruments.

This is a relatively small category with a limited number of funds.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

24,114 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

39.1267

NAV (Oct 25)

Fund Returns

Last 1Y
5.4%
Last 3Y
7.7%
Last 5Y
7.4%
Last 10Y
8.3%
Since Inception
8.1%
6 Month CAGR
2.9%
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Scheme Information

Investment Objective

To generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt,fixed rate debt instruments swapped for floating rate returns and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0.48
Launched (14y ago)
Oct 23, 2007
AUM in Crores
24113.766
ISIN
INF179K01707
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Sankalp Baid

Fund Manager

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Shobhit Mehrotra

Fund Manager

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Vikas Agrawal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 22,849 cr

5

recommended-badge

₹ 33,722 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 475,688 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    22.1%

    15.5%

    top-ranked-badge

    22.9%

    16.7%

    top-ranked-badge

    7%

    7.2%

    top-ranked-badge

    7.7%

    8.1%

    top-ranked-badge

    22.5%

    15.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    About HDFC Floating Rate Debt Wholesale Plan (G)

    About HDFC Floating Rate Debt Wholesale Plan (G)

    HDFC Floating Rate Debt Wholesale Plan (G) is a Floater Debt fund and has delivered an annualised return of 8.1% over a period of 14 years. The fund was previously known as HDFC FRF Income S/T Whls Gr . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Sankalp Baid, Shobhit Mehrotra, Vikas Agrawal

    HDFC Floating Rate Debt Wholesale Plan (G) Investment Objective

    To generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt,fixed rate debt instruments swapped for floating rate returns and money market instruments. There is no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Floating Rate Debt Wholesale Plan (G) NAV,AUM,Risk

    The HDFC Floating Rate Debt Wholesale Plan (G) fund was launched on Oct 23, 2007. The NAV (Net Asset Value) of this Floater Debt fund as of 2021-10-25 is ₹39.13. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹24113.766. The category risk of the HDFC Floating Rate Debt Wholesale Plan (G) fund is Moderate Risk. The fund charges 0.48 % as expense ratio.

    HDFC Floating Rate Debt Wholesale Plan (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 77.2% in this asset class. The top three holdings of the fund are , 4.45% govt stock 2034 , govt stock , treps - tri-party repo , housing development finance corporation limited , axis bank limited , power finance corporation ltd. , 91 dtb 19112021 , 91 dtb 11112021 , idfc first bank limited , 182 dtb 25112021 , housing development finance corporation limited , 4.04% govt stock 2028 , embassy office parks reit , muthoot finance limited , muthoot finance limited , small industries development bank of india , tata teleservices limited , lic housing finance limited , national bank for agriculture and rural development , national bank for agriculture and rural development , embassy office parks reit , power finance corporation limited , reliance ports and terminals limited , small industries development bank of india , national housing bank , syndicate bank , rural electrification corporation limited , rural electrification corporation limited , vedanta limited , 182 dtb 09122021 , reliance industries limited , lic housing finance limited , lic housing finance limited , goi floating rate bond 2024 , 7.59% govt stock 2026 , tmf holdings limited , 7.72% gs 2025 , power finance corporation limited , rec limited , indian railway finance corporation limited , ntpc limited , indian railway finance corporation limited , axis bank limited , tata capital housing finance limited , net current assets , rural electrification corporation limited , power finance corporation limited , grasim industries limited , tata motors finance limited , hinduja leyland finance limited , sundaram home finance limited , 6.97% govt stock 2026 , rural electrification corporation limited , power finance corporation ltd. , rec limited , housing development finance corporation limited , bajaj housing finance limited , motilal oswal finvest limited , fullerton india home finance company limited , lic housing finance limited , larsen and toubro limited , union bank of india , state bank of india , rural electrification corporation limited , muthoot finance limited , l&t infrastructure finance company limited , power finance corporation limited , housing development finance corporation limited , national housing bank , upl limited , canara bank , housing development finance corporation limited , jamnagar utilities & power private limited , tmf holdings limited , tmf holdings limited , rec limited , housing and urban development corporation limited (hudco) , reliance industries limited , rec limited , india grid trust , axis bank limited , vedanta limited , housing development finance corporation limited , housing development finance corporation limited , lic housing finance limited , indinfravit trust , tata motors finance solutions limited , larsen and toubro limited , reliance industries limited , manappuram finance limited , lic housing finance limited , national bank for agriculture and rural development , lic housing finance limited , rural electrification corporation limited , 07.89 gj sdl 2025 , 8.46% gujrat sdl 2026 , reliance industries limited , lic housing finance limited , 6.18% govt stock 2024 , power finance corporation limited , power finance corporation limited , lic housing finance limited , vedanta limited , tmf holdings limited , power finance corporation limited , national bank for agriculture and rural development , lic housing finance limited , national highways authority of india , manappuram finance limited , punjab national bank , l&t finance limited , national bank for agriculture and rural development , bajaj finance limited , lic housing finance limited , rural electrification corporation limited , cholamandalam investment and fin. co. ltd (cholamandalam dbs finance ltd) , hindustan petroleum corporation limited , rural electrification corporation limited , ntpc limited , power finance corporation limited , power finance corporation limited , 8.20% govt stock 2022 , manappuram finance limited , reliance industries limited , housing and urban development corporation limited (hudco) , 6.79% govt stock 2027 , fedbank financial services ltd , reverse repo , bahadur chand investments private limited , power finance corporation limited , 08.28 ka sdl 2026 , power finance corporation limited , 7.32% govt stock 2024 , power finance corporation limited , power finance corporation limited , power finance corporation limited , power finance corporation limited , l&t infrastructure finance company limited , sundaram home finance limited , rural electrification corporation limited , rural electrification corporation limited , housing and urban development corporation limited (hudco) , housing and urban development corporation limited , ntpc limited , rural electrification corporation limited , rural electrification corporation limited , rec limited , indian bank , national bank for agriculture and rural development , housing development finance corporation limited , 5.63% govt stock 2026 , john deere financial india private limited , fedbank financial services ltd , 8.67% karnataka sdl 2026 , national bank for agriculture and rural development , housing and urban development corporation limited (hudco) , flometallic india private limited , first business receivables trust , reliance ports and terminals limited , first business receivables trust , housing development finance corporation limited

    HDFC Floating Rate Debt Wholesale Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Floating Rate Debt Wholesale Plan (G) Investment volatility and Horizon

    This fund 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 Liquid Fund TR INR.

    HDFC Floating Rate Debt Wholesale Plan (G) Review

    HDFC Floating Rate Debt Wholesale Plan (G) has a score of 4 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Floating Rate Debt Wholesale Plan (G) has a score of 5out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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