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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 7.57 | 7.05 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.53 | 5.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Short Term Debt Fund | 8.65% | 6.51% | 8.06% |
ICICI Pru Short Term Fund | 8.55% | 7.14% | 8.54% |
Kotak Bond Short Term Fund | 8.63% | 6.38% | 8.05% |
SBI Short Term Debt Fund | 8.30% | 6.27% | 7.80% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
7.33 %
Holdings
3.46 %
Holdings
2.51 %
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
82
Total AUM
₹ 7,57,060.73 Cr.
Anil Bamboli
AUM: ₹79,870.11 Cr.
|
Exp: 19yrs
B. Com,CWA, MMS (Finance),CFA (CFA Institute)
Mr. Anil Bamboli has 16 years of experience in fund management and research, Fixed Income dealing. He is with HDFC AMC from July 2003 till date. Prior to this he was Asst. Vice President in SBI Funds Management Pvt. Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%