Formerly HDFC S/T Debt Reg Nor DR
₹ 17.1388
NAV (Mar 27)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.1388
NAV (Mar 27)
Last 1Y | 0% |
Last 3Y | 1.3% |
Last 5Y | 4.4% |
Last 10Y | NA |
Since Inception | 6% |
6 Month CAGR | -3.8% |
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 | 0.62 |
Launched (10y ago) | Dec 18, 2014 |
AUM in Crores | 13032.254 |
ISIN | INF179KA1Q61 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.9 |
Standard Deviation (5yr) | 4.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.765 |
Sharpe Ratio (5yr) | -0.146 |
YTM | 7.86182 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Short Term Debt Fund Normal Opt (RIDCW-A) | 8,13,950 | 81,338 | 4.4% | |
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.
7.18% govt stock 2033
8.1%7.69% govt stock 2028
3.9%6.79% govt stock 2027
2.8%7.1% govt stock 2029
2.8%7.26% govt stock 2032
2.7%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
HDFC Asset Management Company Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13% | 6% | ||
25.6% | 12.9% | ||
5.9% | 7.8% | ||
5% | 5.8% | ||
6.6% | 6% |
HDFC Short Term Debt Fund Normal Opt (RIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 6% over a period of 9 years. The fund was previously known as HDFC S/T Debt Reg Nor DR. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anil Bamboli, Dhruv Muchhal.
Nav of HDFC Short Term Debt Fund Normal Opt (RIDCW-A) as of 3/27/2024 is ₹17.14 with the total AUM as of 3/28/2024 is ₹13032.254. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Short Term Debt Fund Normal Opt (RIDCW-A) was launched on Dec 18, 2014. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HDFC Short Term Debt Fund Normal Opt (RIDCW-A) 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 Normal Opt (RIDCW-A) 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 Normal Opt (RIDCW-A) is rated as a 4 fund in Debt and delivered 0% 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 Normal Opt (RIDCW-A).
What is HDFC Short Term Debt Fund Normal Opt (RIDCW-A)?
How to invest in HDFC Short Term Debt Fund Normal Opt (RIDCW-A)?
You can invest in HDFC Short Term Debt Fund Normal Opt (RIDCW-A) 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 Normal Opt (RIDCW-A)?
The minimum sip amount for HDFC Short Term Debt Fund Normal Opt (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Short Term Debt Fund Normal Opt (RIDCW-A) good to invest in?
As per Scripbox experts, HDFC Short Term Debt Fund Normal Opt (RIDCW-A) is a Top Ranked fund. You can investHDFC Short Term Debt Fund Normal Opt (RIDCW-A) 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 Normal Opt (RIDCW-A)?
The expense ratio of the HDFC Short Term Debt Fund Normal Opt (RIDCW-A) is 0.62% for regular plan.