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  • HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)

Formerly HDFC Floating Rate Debt Whls Mn DP

HDFC Mutual Funds

HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)

DebtFloater

Top Ranked

10.1832

NAV (Jan 24)

6.2%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

24,968 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
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
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

10.1832

NAV (Jan 24)

Fund Returns

Last 1Y

4.4%

Last 3Y

6.2%

Last 5Y

5.7%

Last 10Y

6.4%

Since Inception

5.6%

6 Month CAGR

1.9%

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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.

Expense Ratio

0.48

Launched (15y ago)

Oct 23, 2007

AUM in Crores

24967.748

ISIN

INF179K01715

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Sankalp Baid

Fund Manager

user-avatar

Shobhit Mehrotra

Fund Manager

user-avatar

Vikas Agrawal

Fund Manager

calculator

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 475,338 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

    13.4%

    4.3%

    17.1%

    15%

    20.1%

    16.2%

    6.5%

    7.2%

    7.2%

    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

    HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M) Review

    HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M) is a Floater Debt fund and has delivered an annualised return of 5.6% over a period of 14 years. The fund was previously known as HDFC Floating Rate Debt Whls Mn DP. 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 Inc Dist cum Cap Wdrl Opt (PIDCW-M) as of 24/01/2022 is ₹10.18 with the total AUM as of 25/01/2022 is ₹24967.748. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M) 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 Inc Dist cum Cap Wdrl Opt (PIDCW-M) 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 Inc Dist cum Cap Wdrl Opt (PIDCW-M) 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 Inc Dist cum Cap Wdrl Opt (PIDCW-M) is rated as a 4 fund in Debt and delivered 4.4% 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 Inc Dist cum Cap Wdrl Opt (PIDCW-M).

    Frequently Asked Questions

    What is HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)?

    How to invest in HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)?

    What is the minimum sip amount of HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)?

    Is HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M) good to invest in?

    What is the expense ratio of the HDFC Floating Rate Debt Wholesale Plan Inc Dist cum Cap Wdrl Opt (PIDCW-M)?