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HDFC Low Duration Fund- Wholesale Monthly Dividend

HDFC · Low Duration
Low
₹10.19
Current NAV
10 May 2019
31.0%
1Y Return
13.0%
3Y CAGR
21.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.90).
  • Very large asset base (AUM: ₹22,450 Cr) indicating high investor trust and liquidity.
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
0.90
Sharpe Ratio
1.10
Beta
4.90
Alpha
1.08
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Fund Details
Fund House HDFC
Category Low Duration
AUM ₹22450 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
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