- Mutual Funds
- HDFC Mutual Funds
- HDFC Short Term Debt Fund (Growth)
Formerly HDFC S/T Opp Gr
HDFC Short Term Debt Fund (Growth)
₹ 28.1071
NAV (Dec 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.1071
NAV (Dec 6)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | 4.7% |
Last 5Y | 7% |
Last 10Y | 7.7% |
Since Inception | 8% |
6 Month CAGR | 2.9% |
Scheme Information
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 | 0.74 |
Launched (13y ago) | Jun 25, 2010 |
AUM in Crores | 12312.224 |
ISIN | INF179K01CU6 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 1.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.271 |
Sharpe Ratio (5yr) | 1.078 |
YTM | 7.86 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Short Term Debt Fund (Growth) | 8,67,662 | 1,35,050 | 7% | |
| 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
7.68% govt stock 2028
4.6%7.26% govt stock 2033
3.6%7.18% govt stock 2033
3.6%7.38% govt stock 2027
3.4%7.1% govt stock 2029
3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.2% | 12.7% | ||
6.8% | 5.5% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
6.1% | 5.9% |
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% over a period of 13 years. The fund was previously known as HDFC S/T Opp Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anil Bamboli, Dhruv Muchhal, Priya Ranjan.
Nav of HDFC Short Term Debt Fund (G) as of 12/6/2023 is ₹28.11 with the total AUM as of 12/7/2023 is ₹12312.224. 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 Debt TR INR.
HDFC Short Term Debt Fund (G) is rated as a 4 fund in Debt and delivered 6.8% 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)?
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 0.74% for regular plan.