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HDFC Low Duration Fund- Wholesale- Growth

HDFC · Low Duration
Low
₹41.84
Current NAV
10 May 2019
8.1%
1Y Return
7.8%
3Y CAGR
8.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Very large asset base (AUM: ₹13,790 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
0.84
Beta
-1.76
Alpha
1.54
Sortino
Fund Details
Fund House HDFC
Category Low Duration
AUM ₹13790 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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