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HDFC Low Duration Fund - Direct Plan - Daily IDCW

HDFC · Low Duration
Low
₹10.07
Current NAV
25 Jun 2026
31.9%
1Y Return
14.9%
3Y CAGR
21.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.09
Sharpe Ratio
1.59
Beta
0.59
Alpha
1.52
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Fund Details
Fund House HDFC
Category Low Duration
AUM ₹7140 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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