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HDFC Ultra Short Term Fund - Growth Option

HDFC · Ultra Short Duration
Low
₹16.36
Current NAV
30 Oct 2026
5.8%
1Y Return
6.8%
3Y CAGR
6.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.54).
  • Very large asset base (AUM: ₹13,090 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
1.54
Sharpe Ratio
0.54
Beta
3.54
Alpha
1.91
Sortino
Fund Details
Fund House HDFC
Category Ultra Short Duration
AUM ₹13090 Cr
Expense Ratio 1.34%
Min SIP ₹500
Min Lumpsum ₹1000
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