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HDFC Low Duration Fund - Weekly IDCW

HDFC · Low Duration
Low
₹10.07
Current NAV
25 Jun 2026
18.3%
1Y Return
22.3%
3Y CAGR
19.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (2.23%) which can affect compounding over long horizons.
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
1.83
Sharpe Ratio
1.43
Beta
0.83
Alpha
2.25
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Fund Details
Fund House HDFC
Category Low Duration
AUM ₹6380 Cr
Expense Ratio 2.23%
Min SIP ₹500
Min Lumpsum ₹1000
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