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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | 7.50 | 11.59 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.48 | 10.07 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Ultra Short Term Fund(W-IDCW) | 0.04% | -0.01% | 0.10% |
Aditya Birla SL Savings Fund(W-IDCW) | -0.02% | -0.13% | 0.02% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.04% | -0.00% | 0.15% |
Kotak Savings Fund(M-IDCW) | 7.58% | 4.92% | 5.21% |
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
3.90 %
Holdings
3.65 %
Holdings
2.79 %
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
₹ 7,71,328.55 Cr.
Anil Bamboli
AUM: ₹1,74,381.80 Cr.
|
Exp: 19yrs
Praveen Jain
AUM: ₹59,382.09 Cr.
|
Exp: —
Manager Performance (0)
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%