- Mutual Funds
- HDFC Mutual Funds
- HDFC Low Duration (Growth)
Formerly HDFC Low Duration Retl Gr
HDFC Low Duration (Growth)
₹ 50.9675
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.9675
NAV (Oct 3)
Fund Returns
Last 1Y | 7% |
Last 3Y | 5.1% |
Last 5Y | 6.3% |
Last 10Y | 6.9% |
Since Inception | 7.1% |
6 Month CAGR | 3.8% |
Scheme Information
To generate income / capital appreciation through investment in debt securities and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 1.04 |
Launched (24y ago) | Nov 18, 1999 |
AUM in Crores | 16614.960 |
ISIN | INF179K01442 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.7 |
Standard Deviation (5yr) | 1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.384 |
Sharpe Ratio (5yr) | 1.209 |
YTM | 7.75 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Low Duration (Growth) | 8,52,757 | 1,20,145 | 6.3% | |
| 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
8.51% govt stock 2033
7.9%7.879999999999999% govt stock 2028
3.4%power finance corporation ltd.
3.3%bharti telecom limited
3.3%sansar trust
2.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
32% | 12.5% | ||
3.4% | 5% | ||
5.7% | 7.8% | ||
4.4% | 5.8% | ||
9% | 6.2% |
HDFC Low Duration (G) Review
HDFC Low Duration (G) is a Low Duration Debt fund and has delivered an annualised return of 7.1% over a period of 23 years. The fund was previously known as HDFC Low Duration Retl Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anupam Joshi, Dhruv Muchhal, Praveen Jain, Priya Ranjan.
Nav of HDFC Low Duration (G) as of 10/3/2023 is ₹50.97 with the total AUM as of 10/4/2023 is ₹16614.96. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Low Duration (G) was launched on Nov 18, 1999. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for HDFC Low Duration (G) 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 Low Duration (G) 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 Low Duration (G) is rated as a 4 fund in Debt and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Low Duration (G).
Frequently Asked Questions
What is HDFC Low Duration (G)?
How to invest in HDFC Low Duration (G)?
You can invest in HDFC Low Duration (G) 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 Low Duration (G)?
The minimum sip amount for HDFC Low Duration (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Low Duration (G) good to invest in?
As per Scripbox experts, HDFC Low Duration (G) is a Top Ranked fund. You can investHDFC Low Duration (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Low Duration (G)?
The expense ratio of the HDFC Low Duration (G) is 1.04% for regular plan.