- Mutual Funds
- HDFC Mutual Funds
- HDFC Floating Rate Debt Wholesale Plan (RIDCW-D)
Formerly HDFC Floating Rate Debt Whls Dl DR
Floater funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
17,095 Cr. Category leader in size
Impact of Interest Rate Changes
Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
Scripbox Recommended Floater Funds
Want the floating rate funds that are right for your short term investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.047
NAV (Jun 28)
Fund Returns
Last 1Y | 2.8% |
Last 3Y | 5.6% |
Last 5Y | 5.4% |
Last 10Y | 6% |
Since Inception | 5.7% |
6 Month CAGR | 0.8% |
Scheme Information
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.
Expense Ratio | 0.48 |
Launched (15y ago) | Oct 23, 2007 |
AUM in Crores | 17094.431 |
ISIN | INF179K01699 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
5.38 10/30/2034 12:00:00 am
13.4%4.93 10/4/2028 12:00:00 am
5.4%5.53 9/22/2033 12:00:00 am
5%housing development finance corporation ltd
3.8%182 Days Treasury Bill 24-11-2022
3.7%Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 44,308 cr | |||
₹ 14,441 cr | |||
₹ 18,739 cr | |||
₹ 12,059 cr | |||
₹ 44,308 cr |
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 458,502 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.4% | 4.5% | ||
6.2% | 7.8% | ||
3.6% | 5.8% | ||
5.6% | 5.4% | ||
5.6% | 5.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHDFC Floating Rate Debt Wholesale Plan (RIDCW-D) Review
HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) is a Floater Debt fund and has delivered an annualised return of 5.7% over a period of 14 years. The fund was previously known as HDFC Floating Rate Debt Whls Dl DR. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Sankalp Baid, Shobhit Mehrotra, Vikas Agrawal.
Nav of HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) as of 6/28/2022 is ₹10.05 with the total AUM as of 6/29/2022 is ₹17094.431. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) was launched on Oct 23, 2007. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) 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 Floating Rate Debt Wholesale Plan (RIDCW-D) 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 NIFTY Low Duration Debt Index TR INR.
HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) is rated as a 5 fund in Debt and delivered 2.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Floating Rate Debt Wholesale Plan (RIDCW-D).
Frequently Asked Questions
What is HDFC Floating Rate Debt Wholesale Plan (RIDCW-D)?
How to invest in HDFC Floating Rate Debt Wholesale Plan (RIDCW-D)?
You can invest in HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) 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 Floating Rate Debt Wholesale Plan (RIDCW-D)?
The minimum sip amount for HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) good to invest in?
As per Scripbox experts, HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) is a Top Ranked fund. You can investHDFC Floating Rate Debt Wholesale Plan (RIDCW-D) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Floating Rate Debt Wholesale Plan (RIDCW-D)?
The expense ratio of the HDFC Floating Rate Debt Wholesale Plan (RIDCW-D) is 0.48% for regular plan.