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HDFC Short Term Debt Fund - Fortnightly IDCW Option

HDFC · Short Duration
Moderate
₹10.26
Current NAV
25 Jun 2026
11.3%
1Y Return
13.3%
3Y CAGR
12.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.93).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.93
Sharpe Ratio
1.13
Beta
6.93
Alpha
1.14
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Fund Details
Fund House HDFC
Category Short Duration
AUM ₹4980 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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