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  • HDFC Short Term Debt Fund (Growth)

Formerly HDFC S/T Opp Gr

HDFC Mutual Funds

HDFC Short Term Debt Fund (Growth)

DebtShort Term

Top Ranked

26.2975

NAV (Dec 02)

6%
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 ->

Fund Size

Category Leader

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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

26.2975

NAV (Dec 2)

Fund Returns

Last 1Y

3.3%

Last 3Y

6%

Last 5Y

6.9%

Last 10Y

7.8%

Since Inception

8.1%

6 Month CAGR

2.9%

Scheme Information

Investment Objective

To generate income / capital appreciation through investments in Debt and Money Market Instruments.There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

0.75

Launched (12y ago)

Jun 25, 2010

AUM in Crores

12452.242

ISIN

INF179K01CU6

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

1.9

Standard Deviation (5yr)

1.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.47003

Fund Managers

Priya Ranjan

Fund Manager

Anil Bamboli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Debt Holdings

7.01% govt stock 2028

4.6%
4.6%

6.79% govt stock 2027

2.9%
2.9%

net current assets

2.5%
2.5%

7.38% govt stock 2027

2.4%
2.4%

samvardhana motherson international limited

2.4%
2.4%
See all holdings

Compare HDFC Short Term Debt Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.7%

    4.6%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Short Term Debt Fund (G) Review

    HDFC Short Term Debt Fund (G) is a Short Term Debt fund and has delivered an annualised return of 8.1% over a period of 12 years. The fund was previously known as HDFC S/T Opp Gr. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Anil Bamboli, Priya Ranjan.

    Nav of HDFC Short Term Debt Fund (G) as of 12/2/2022 is ₹26.30 with the total AUM as of 12/3/2022 is ₹12452.242. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Short Term Debt Fund (G) was launched on Jun 25, 2010. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for HDFC Short Term Debt Fund (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 Short Term Debt Fund (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 CRISIL Short Duration Fund TR INR.

    HDFC Short Term Debt Fund (G) is rated as a 4 fund in Debt and delivered 3.3% 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 (G).

    Frequently Asked Questions

    What is HDFC Short Term Debt Fund (G)?

    HDFC Short Term Debt Fund (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Short Term Debt Fund (G)?

    You can invest in HDFC Short Term Debt Fund (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 Short Term Debt Fund (G)?

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

    Is HDFC Short Term Debt Fund (G) good to invest in?

    As per Scripbox experts, HDFC Short Term Debt Fund (G) is a Top Ranked fund. You can investHDFC Short Term Debt Fund (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 Short Term Debt Fund (G)?

    The expense ratio of the HDFC Short Term Debt Fund (G) is 0.75% for regular plan.