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HDFC Low Duration Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.45 | 7.80 | 11.15 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.56 | 7.58 | 9.98 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY Low Duration Debt Index |
About Low Duration Fund
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Peers & Comparison
DebtLow Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Low Duration Fund | 8.05% | 6.79% | 7.69% |
| ICICI Pru Savings Fund | 8.11% | 6.77% | 7.81% |
| Kotak Low Duration Fund | 8.18% | 6.74% | 7.95% |
| SBI Magnum Low Duration Fund | 7.88% | 6.58% | 7.43% |
Price Comparison
Compare HDFC Low Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 0 GOI 20333M change : -0.22 %|
Holdings
6.95 %
-0.22 % - 8.12% GOI MAT 071231^3M change : -0.09 %|
Holdings
2.75 %
-0.09 % - Floating Rate GOI 2028^3M change : -0.08 %|
Holdings
2.72 %
-0.08 %
AMC Profile
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
83
Total AUM
₹ 7,70,793.65 Cr.
Fund Manager Profile
Anupam Joshi
AUM: ₹1,54,200.20 Cr.
|
Exp: 10yrs
Praveen Jain
AUM: ₹60,174.85 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%