• Mutual Funds
  • HDFC Mutual Fund
  • HDFC Short Term Debt Fund (RIDCW-2W)
HDFC Mutual Funds

HDFC Short Term Debt Fund (RIDCW-2W)

DebtShort Term
Top Ranked

10.232

NAV (Nov 11)

6.126%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

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.

Our analysis of this fundLearn how we rate funds ->

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Invest in this fund
Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.232

NAV (Nov 11)

Fund Returns

Last 1Y
8.5%
Last 3Y
6.1%
Last 5Y
6.8%
Last 10Y
7.5%
Since Inception
8%
6 Month CAGR
4.4%

Scheme Information

Investment Objective

The scheme seeks to generate regular income through investment in debt securities and money market instruments.

Expense Ratio
0.71%
Launched 14Y ago
2010-06-25
AUM in Crores
14972
ISIN
INF179K01CW2
Lock-in (days)
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
1.1
Beta
2.1
Sharpe Ratio
0.1
YTM
-
Fund Managers

Anil Bamboli

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Short Term Debt Fund (RIDCW-2W)70%8,62,429 1,29,8176.8%
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.

Asset allocation and Holdings

Last updated on 2024-05-01

Top Debt Holdings

GOI

7.84%
7.84%

GOI

3.79%
3.79%

Others

2.84%
2.84%

GOI

2.57%
2.57%

GOI

1.85%
1.85%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
hdfc
HDFC Floating Rate Debt Fund (G)

₹ 14,839 cr

₹ 4,550 cr

₹ 7,945 cr

₹ 12,473 cr

₹ 4,616 cr

amc-img

About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

6.6%

7.8%

14.5%

6.7%

5.7%

5.9%

19%

13.1%

6.2%

8.1%

HDFC Short Term Debt Fund (RIDCW-2W) Review

HDFC Short Term Debt Fund (RIDCW-2W) is a Short Term Debt fund and has delivered an annualised return of 8.02% over 14 years. The fund has grown 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 (RIDCW-2W) as of 11/11/2024 is ₹10.23 with the total AUM as of 11/14/2024 is ₹14972.01. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Short Term Debt Fund (RIDCW-2W) was launched on 2010-06-25. The category risk of the fund is Moderate.

The minimum SIP amount for HDFC Short Term Debt Fund (RIDCW-2W) 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 (RIDCW-2W) 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.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 8.51% 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 (RIDCW-2W).

Frequently Asked Questions

What is HDFC Short Term Debt Fund (RIDCW-2W)?

It is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Short Term Debt Fund (RIDCW-2W)?

You can invest in HDFC Short Term Debt Fund (RIDCW-2W) 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 (RIDCW-2W)?

The minimum sip amount for HDFC Short Term Debt Fund (RIDCW-2W) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Short Term Debt Fund (RIDCW-2W) good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the HDFC Short Term Debt Fund (RIDCW-2W)?

The expense ratio of the HDFC Short Term Debt Fund (RIDCW-2W) is 0.71% for regular plan.

What is the NAV of HDFC Short Term Debt Fund (RIDCW-2W)?

Today's HDFC Short Term Debt Fund (RIDCW-2W) NAV is ₹10.23.