HDFC Short Term Debt Fund - Direct Plan

To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• regular income over short to medium term.

• investment in debt and money market instruments and government securities with maturities not exceeding 36 months.

Fund Info

Scheme Class	Debt
Scheme Category	Short Duration
Benchmark Type	Crisil Short-Term Bond Index
Expense Ratio	0.25%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 8,488
AMC AUM (in Crs.)	₹ 3,42,291
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	8.37%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	5.05%
Baroda S/T Bond - Direct Plan	0	0	8.53%
IDBI Short Term Bond - Direct Plan	1000	5000	4.87%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.13%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	7.82%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	7.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Current Assets	Cash	5
State Bank Of India	Bond - Corporate Bond	3
Tata Sons Limited	Bond - Corporate Bond	3
Housing Development Finance Corporation Limited	Bond - Corporate Bond	3
Power Finance Corporation Ltd.	Bond - Corporate Bond	3
Tata Capital Financial Services Limited	Bond - Corporate Bond	2
Mahanagar Telephone Nigam Limited	Bond - Corporate Bond	2
Larsen And Toubro Limited	Bond - Corporate Bond	2
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2
TATA CAPITAL FINANCIAL SERVICES LIMITED	Bond - Corporate Bond	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	89
Cash	5
Bond - Asset Backed	4
Cash - CD Time Deposit	1
Bond - Gov't Treasury	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	89
Cash	5
Bond - Asset Backed	4
Cash - CD Time Deposit	1
Bond - Gov't Treasury	1

HDFC Mutual Fund

AUM

₹3,42,291 Cr

About

Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.

cliser@hdfcfund.com

Phone

1800 3010 6767

Address

2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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