Home Funds HDFC Low Duration Fund - Direct Plan - Weekly IDC

HDFC Low Duration Fund - Direct Plan - Weekly IDCW

HDFC · Low Duration
Low
₹10.08
Current NAV
25 Jun 2026
24.9%
1Y Return
9.9%
3Y CAGR
14.9%
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 0.49%.
  • Very large asset base (AUM: ₹14,140 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.59
Sharpe Ratio
0.49
Beta
1.09
Alpha
0.70
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Fund Details
Fund House HDFC
Category Low Duration
AUM ₹14140 Cr
Expense Ratio 0.49%
Min SIP ₹500
Min Lumpsum ₹1000
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