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HDFC Short Term Debt Fund - Growth Option

(Erstwhile HDFC Short Term Opportunities Fund - Growth Option)

Category: Debt: Short Duration
Launch Date: 15-06-2010
Asset Class: Fixed Income
Benchmark: S&P BSE India Bond Index
Expense Ratio: 0.75% As on (31-05-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 14,204.41 Cr As on (31-05-2022)
Turn over:
NAV as on Fri Jul 01 00:00:00 IST 2022

25.6161

0.01 (0.0554%)

CAGR Since Inception

8.14%

S&P BSE India Bond Index 8.76%

PERFORMANCE of HDFC Short Term Debt Fund - Growth Option

Scheme Performance (%) Data as on - 01-07-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Short Term Debt Fund - Growth Option 2.69 6.78 6.93 7.99 8.14
S&P BSE India Bond Index 1.72 6.3 6.73 8.33 8.76
Debt: Short Duration 3.86 5.95 5.52 7.18 6.53

Yearly Performance (%)

Fund Managers

Anil Bamboli,Priya Ranjan

Investment Objective

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

RETURNS CALCULATOR for HDFC Short Term Debt Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Short Term Debt Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Short Term Debt Fund - Growth Option 0.86 1.58 4.73 1.91 6.4 2.75
Debt: Short Duration - - - - - -

PEER COMPARISION of HDFC Short Term Debt Fund - Growth Option

Period
Data as on - 01-07-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Short Term Debt Fund - Growth Option 15-06-2010 2.69 4.42 6.78 6.93 7.99
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 17.11 10.62 4.14 2.09 5.31
Franklin India Short-Term Income Plan-Growth 31-01-2002 14.36 11.9 5.39 6.25 7.94
IDBI Short Term Bond Fund Growth 23-03-2011 10.55 8.22 7.52 6.1 7.08
UTI - Short Term Income Fund - Regular Plan - Growth Option 28-08-2007 7.61 6.35 8.25 4.7 7.1
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option 24-06-2003 7.27 6.01 7.84 4.3 6.77
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 3.13 5.07 6.65 6.63 8.31
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 3.0 6.95 6.02 4.07 6.41
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 2.93 4.48 6.72 6.55 7.95
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 2.85 4.01 6.5 6.56 7.66

PORTFOLIO ANALYSIS of HDFC Short Term Debt Fund - Growth Option

Asset Allocation (%)