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HDFC Short Term Debt Fund Direct Growth

Growth
DebtShort Duration Fund
Large-size FundAssets Under Mgmt: ₹ 14,207 Cr
Moderate RiskPrinciple investment will be at moderate risk
32.730.09% (+0.03)

HDFC Short Term Debt Fund NAV Price Chart

High
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Returns
0.00%
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6M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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DebtShort Duration Fund
Large-size FundAssets Under Mgmt: ₹ 14,207 Cr
Moderate RiskPrinciple investment will be at moderate risk

HDFC Short Term Debt Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.407.477.87
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.647.406.11

HDFC Short Term Debt Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Short Duration Debt Index

About Short Duration Fund

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.

HDFC Short Term Debt Fund Peers & Comparison

Comparing 3 mutual funds from 
DebtShort Duration Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Short Term Debt Fund9.82%7.72%8.15%
ICICI Pru Short Term Fund9.74%8.30%8.61%
Kotak Bond Short Term Fund10.02%7.64%8.15%
SBI Short Term Debt Fund9.81%7.47%7.91%

HDFC Short Term Debt Fund Returns Comparison

Compare HDFC Short Term Debt Fund with any MF, ETF, stock or index
Compare HDFC Short Term Debt Fund with any MF, ETF, stock or index
HDFC Short Term Debt Fund
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HDFC Short Term Debt Fund Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Secured DebtCash & EquivalentsGovernment SecuritiesCorporate Debt0.29%2.99%4.57%21.41%70.74%

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

HDFC Short Term Debt Fund Sector Distribution

+9 moreSpecialized FinanceHome FinancingConsumer FinancePublic BanksG-Sec23.58 %9.54 %11.51 %12.84 %21.11 %21.41 %

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

HDFC Short Term Debt Fund Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Mar 2533.55%32.23%27.67%26.21%25.70%21.41%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

HDFC Short Term Debt Fund Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HDFC Short Term Debt Fund

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

    85

  • Total AUM

    ₹ 7,35,918.36 Cr.

HDFC Short Term Debt Fund Fund Manager Profile

Anil Bamboli

AUM:  ₹68,679.95 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

Qualification

B. Com,CWA, MMS (Finance),CFA (CFA Institute)

Past Experience

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.

Funds Managed (21)
7.54%
6.77%
0.70%
7.89%
7.11%
0.37%
9.89%
7.50%
0.39%
9.47%
7.07%
0.74%
12.54%
8.41%
0.46%
11.78%
8.45%
0.75%
9.47%
7.34%
0.78%
10.90%
7.44%
1.52%
12.05%
7.95%
0.89%
9.82%
7.72%
0.40%

HDFC Short Term Debt Fund Manager Performance (0)

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HDFC Short Term Debt Fund Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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You make

HDFC Short Term Debt Fund Review & Opinions

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Frequently asked questions

  1. What is the current price / NAV of HDFC Short Term Debt Fund?

    The current NAV of HDFC Short Term Debt Fund is ₹32.73, as of 29th April 2025.

  2. What are the returns of HDFC Short Term Debt Fund?

    The HDFC Short Term Debt Fund was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 9.82%
    • 3 Year Returns: 7.72%
    • 5 Year Returns: 7.46%

  3. What are the top 5 sectoral holdings of HDFC Short Term Debt Fund?

    The top sectors HDFC Short Term Debt Fund has invested in are as follows:
    • G-Sec | 21.41%
    • Public Banks | 21.11%
    • Consumer Finance | 12.84%
    • Home Financing | 11.51%
    • Specialized Finance | 9.54%
    This data is as on 29th April 2025.

  4. What are the top 5 holdings of HDFC Short Term Debt Fund?

    The top 5 holdings for HDFC Short Term Debt Fund are as follows:
    • 7.18% GOI MAT 140833 | 6.02%
    • 8.6% ADITYA BIRLA RENEWABLES LIMITED^ | 3.08%
    • 4.93% Floating Rate GOI 2028 | 3.01%
    • Net Current Assets | 2.83%
    • 7.26% GOI 2032 | 2.53%
    This data is as on 29th April 2025.

  5. What is the asset allocation of HDFC Short Term Debt Fund?

    The asset allocation for HDFC Short Term Debt Fund is as follows:
    • Corporate Debt | 70.74%
    • Government Securities | 21.41%
    • Cash & Equivalents | 4.57%
    • Secured Debt | 2.99%
    • N/A | 0.29%
    This data is as on 29th April 2025.

  6. What is the AUM of HDFC Short Term Debt Fund?

    The AUM (i.e. assets under management) of HDFC Short Term Debt Fund is ₹14207.90 Cr as of 29th April 2025.

  7. What is the expense ratio of HDFC Short Term Debt Fund?

    The expense ratio of HDFC Short Term Debt Fund Plan is 0.40 as of 29th April 2025.

  8. What is the volatility or standard deviation of HDFC Short Term Debt Fund?

    The volatility or standard deviation for the HDFC Short Term Debt Fund is 0.71

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of HDFC Short Term Debt Fund?

    The Sharpe ratio for the HDFC Short Term Debt Fund is 7.87

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of HDFC Short Term Debt Fund?

    The Sortino Ratio for the HDFC Short Term Debt Fund is 1.04

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.