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HDFC Short Term Debt Fund - Normal IDCW - Direct Plan

HDFC · Short Duration
Moderate
₹20.81
Current NAV
25 Jun 2026
12.1%
1Y Return
16.1%
3Y CAGR
13.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Very large asset base (AUM: ₹13,260 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.21
Sharpe Ratio
1.41
Beta
1.21
Alpha
1.46
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Fund Details
Fund House HDFC
Category Short Duration
AUM ₹13260 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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