HDFC Short Term Debt Fund - Growth Option - Direct Plan
Expense Ratio: 0.4
Risk: Moderate
Debt Scheme - Short Duration Fund
Plan: Direct
Benchmark: CRISIL Short Duration Debt A-II Index
Inception: 21-06-2010
Exit Load: Nil
Fund Size:₹17,995.76 Cr
Performance
1Y
Fund4.61%
Cat. Avg.N/A
2Y
Fund6.53%
Cat. Avg.N/A
3Y
Fund7.34%
Cat. Avg.N/A
5Y
Fund6.50%
Cat. Avg.N/A
10Y
Fund7.27%
Cat. Avg.N/A
SI
Fund7.86%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | National Bank for Agri & Rural Dev. | 1303.92 | 8.69% |
| 2 | REC Limited. | 1175.22 | 7.83% |
| 3 | Small Industries Development Bank | 899.05 | 5.99% |
| 4 | Power Finance Corporation Ltd. | 834.01 | 5.56% |
| 5 | Bajaj Housing Finance Ltd. | 635.74 | 4.24% |
| 6 | Indian Railways Finance Corp. Ltd. | 473.81 | 3.16% |
| 7 | Pipeline Infrastructure Pvt. Ltd. | 458.27 | 3.05% |
| 8 | ADITYA BIRLA RENEWABLES LIMITED | 436.20 | 2.91% |
| 9 | Jubilant Beverages Limited | 426.50 | 2.84% |
| 10 | Net Current Assets | 424.45 | 2.83% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61164 | +1.9% | +4.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +5.3% | +5.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.97 L. | +9.7% | +6.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.55 L. | +18.4% | +6.8% |
| 10Y | 07 Nov, 16 | 6 L. | 8.59 L. | +43.1% | +7.0% |
| SI | 07 Jan, 13 | 8.30 L. | 14.14 L. | +70.3% | +7.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +4.6% | +4.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.13 L. | +13.5% | +6.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.24 L. | +23.7% | +7.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.37 L. | +37.0% | +6.5% |
| 10Y | 17 Oct, 16 | 1 L. | 2.02 L. | +101.6% | +7.3% |
| SI | 01 Jan, 13 | 1 L. | 2.84 L. | +183.9% | +7.9% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.