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HDFC Short Term Debt Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Short Duration Fund
Fund House : HDFC Mutual Fund
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Short Duration Fund. Existing investors can hold their investments. Fresh investments can be avoided.

Returns (NAV as on 18th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Oct-19 10032.70 0.33% - 0.21% 11/28
1 Month 18-Sep-19 10069.60 0.70% - 1.55% 21/28
3 Month 18-Jul-19 10229.50 2.29% - 1.56% 13/28
6 Month 18-Apr-19 10526.00 5.26% - 1.50% 14/28
YTD 01-Jan-19 10799.10 7.99% - 1.63% 15/28
1 Year 17-Oct-18 11031.80 10.32% 10.29% 6.22% 12/27
2 Year 18-Oct-17 11645.70 16.46% 7.92% 5.52% 6/26
3 Year 18-Oct-16 12530.50 25.30% 7.81% 6.30% 8/26
5 Year 17-Oct-14 15036.90 50.37% 8.49% 7.59% 12/26
Since Inception 01-Jan-13 17649.30 76.49% 8.72% 8.06% 11/28

SIP Returns (NAV as on 18th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12665.51 5.55 % 10.41 %
2 Year 18-Oct-17 24000 26330.68 9.71 % 9.18 %
3 Year 18-Oct-16 36000 40865.93 13.52 % 8.41 %
5 Year 17-Oct-14 60000 73982.08 23.3 % 8.31 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.06% 0.64% 2.16% 5.16% 5.33% 10.19% 7.87% 7.78% 8.48%
Nifty 50 1.07% 7.11% -0.87% -1.70% -0.32% 10.84% 6.40% 10.79% 8.29%
Benchmark: CRISIL 10 Year Gilt Index -0.26% 0.74% -0.83% 8.22% 8.28% 14.75% 6.30% 6.02% 8.48%
Category Average -0.01% 1.55% 1.56% 1.50% 1.63% 6.22% 5.52% 6.30% 7.59%
Category Rank 2/28 21/28 13/28 14/28 15/28 12/27 6/26 8/26 12/26
Best in Category 0.07% 27.64% 7.53% 5.61% 5.77% 11.30% 8.31% 8.57% 9.18%
Worst in Category -0.59% -1.27% -7.04% -16.32% -16.30% -13.07% -4.28% -0.14% 2.00%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 2.70% 3.40% 4.82% 3.1%
Q3 - 2019 2.67% -3.30% 2.81% 1.23%
Q4 - 2018 2.60% -1.32% 5.99% 1.74%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 0.91% 4.36% -1.53% 0.69%
Q4 - 2017 1.02% 5.84% -2.94% 0.87%
Q4 - 2019 0.63% 2.66% 0.08% 0.5%

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