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HDFC Low Duration Fund - Monthly IDCW

HDFC · Low Duration
Low
₹10.25
Current NAV
25 Jun 2026
20.3%
1Y Return
10.3%
3Y CAGR
21.3%
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 0.83%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.63).
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
0.63
Sharpe Ratio
0.83
Beta
2.63
Alpha
0.77
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Fund Details
Fund House HDFC
Category Low Duration
AUM ₹7180 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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