Investment Checklist

HDFC Nifty G-Sec Jun 2027 Index Fund

Growth

DebtGilt - Short & Mid Term Fund

Mid-size FundAssets Under Mgmt: ₹ 754 Cr

Moderately Low RiskPrinciple investment will be at moderately low risk

11.460.02% (-0.00)

Investment Checklist

DebtGilt - Short & Mid Term Fund

Mid-size FundAssets Under Mgmt: ₹ 754 Cr

Moderately Low RiskPrinciple investment will be at moderately low risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.20	6.78	4.45

No LabelNo Label	No LabelNo Label	No LabelNo Label
0.51	7.00	3.70

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
Nifty G-Sec Jun 2027 Index

About Gilt - Short & Mid Term Fund

Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.

Peers & Comparison

Comparing 3 mutual funds from
DebtGilt - Short & Mid Term Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
HDFC Nifty G-Sec Jun 2027 Index Fund	8.60%	—	7.75%
SBI Magnum Gilt Fund	10.40%	7.19%	9.37%
Bandhan CRISIL IBX Gilt June 2027 Index Fund	8.59%	5.49%	5.89%
ICICI Pru Gilt Fund	8.85%	6.75%	8.67%

Price Comparison

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HDFC Nifty G-Sec Jun 2027 Index Fund

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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
81
Total AUM
₹ 7,42,287.22 Cr.

Fund Manager Profile

Anupam Joshi

AUM: ₹1,44,125.81 Cr.

Exp: 10yrs

Qualification

P. G. Diploma in Business Management.

Past Experience

Mr. Anupam Joshi has over 10 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer. Prior to that he was dealer in Fixed income team at Asit C. Mehta Investment Intermediates Ltd.