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  • HDFC Short Term Debt Fund Normal Opt (RIDCW-A)

Formerly HDFC S/T Debt Reg Nor DR

HDFC Mutual Funds

HDFC Short Term Debt Fund Normal Opt (RIDCW-A)

DebtShort Term
Top Ranked

17.4054

NAV (Jun 11)

1.2%
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

Good

The performance of the fund on a Rolling Returns metric has been Good

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

17.4105

NAV (Jun 12)

Fund Returns

Last 1Y
7.2%
Last 3Y
5.5%
Last 5Y
6.9%
Last 10Y
7.6%
Since Inception
8%
6 Month CAGR
4.2%

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
0.69
Launched (10y ago)
Dec 18, 2014
AUM in Crores
13016.016
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)
4.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.828
Sharpe Ratio (5yr)
-0.186
YTM
7.83485
Fund Managers

Dhruv Muchhal

Fund Manager

Anil Bamboli

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 Normal Opt (RIDCW-A)70%8,11,972 79,3604.3%
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 2024-06-11

Top Debt Holdings

7.18% govt stock 2033

8.1%
8.1%

7.72% govt stock 2028

3.9%
3.9%

7.26% govt stock 2032

2.7%
2.7%

net current assets

2.3%
2.3%

national bank for agriculture and rural development

1.9%
1.9%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 701,117 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

24.4%

13.2%

12%

6.4%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Short Term Debt Fund Normal Opt (RIDCW-A) Review

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 6/11/2024 is ₹17.41 with the total AUM as of 6/13/2024 is ₹13016.016. 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 -0.4% 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).

Frequently Asked Questions

What is HDFC Short Term Debt Fund Normal Opt (RIDCW-A)?

HDFC Short Term Debt Fund Normal Opt (RIDCW-A) 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 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 0.69% for regular plan.