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HDFC Long Duration Debt Fund - Growth Option

HDFC · Long Duration
Moderate
₹12.12
Current NAV
30 Oct 2026
-0.3%
1Y Return
5.3%
3Y CAGR
13.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.62).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.02%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.62
Sharpe Ratio
0.82
Beta
2.62
Alpha
0.76
Sortino
Fund Details
Fund House HDFC
Category Long Duration
AUM ₹9170 Cr
Expense Ratio 2.02%
Min SIP ₹500
Min Lumpsum ₹1000
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