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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
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刀塔2直播官方
NAV as of ( Sep 09, 2022 )
₹ 26.59 0.01 % 1-D Change
Returns
8.14% p.a.
You get upto 0.46% extra returns
ET Money's Fund Report Card - HDFC Short Term Debt Fund
ET Money Rank
5
Out of 22
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 5 Out of 22 |
| VRO Rating | |
| Expense ratio | 0.29% As on Jul 31, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 13,619 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | CRISIL Short Duration Fund BII Index |
| Min. Investment |
SIP ₹ 100 & Lumpsum ₹ 100 |
About HDFC Short Term Debt Fund
HDFC Short Term Debt Fund Direct Plan-Growth is a Short Duration mutual fund scheme from
Hdfc Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. HDFC Short Term Debt Fund Direct Plan-Growth has ₹13,619 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.29%, which is close to what most other
Short Duration
funds charge.
.....
- HDFC Short Term Debt Fund Direct Plan-Growth returns of last 1-year are 3.33%. Since launch, it has delivered 8.14% average annual returns. The fund has doubled the money invested in it every 9 yrs.
- HDFC Short Term Debt Fund Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
- The fund's top holdings are in State Bank of India, LIC Housing Finance Ltd., Housing Development Finance Corpn. Ltd., Reserve Bank of India, Mahanagar Telephone Nigam Ltd..
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Investment Returns Calculator
Total investment
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Bifurcation by Holding is not available for this fund
Allocation by Market Cap
Large Cap 0%
Mid Cap 0%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Bifurcation by Sector is not available for this fund
Top Debt Holdings
State Bank of India 3.21%
LIC Housing Finance Ltd. 2.93%
Housing Development Finance Corpn. Ltd. 2.76%
Reserve Bank of India 2.71%
Allocation by Credit Quality
AAA 43.25%
SOV 29.54%
AA+ 9.14%
A1+ 7.04%
Allocation by Instruments
Non Convertible Debenture 28.2%
GOI Securities 22.82%
Debenture 18.9%
Certificate of Deposit 3.61%
Other Holdings
Others 1.37%
Comparison with short duration Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| ICICI Prudential Short Term Fund | 7.46% | ||
| Aditya Birla Sun Life Short Term Fund | 7.34% | ||
| Axis Short Term Fund | 7.24% | ||
| HDFC Short Term Debt Fund | 7.22% | ||
| Kotak Bond Short-term Fund | 7.09% | ||
| Nippon India Short-term Fund | 6.97% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.58% | 0.52% | 5 / 21 |
| 3 months | 2.02% | 1.92% | 7 / 21 |
| 6 months | 1.8% | 1.65% | 5 / 20 |
| 1 year | 3.28% | 3.44% | 7 / 18 |
| 3 years | 6.86% | 6.43% | 4 / 18 |
| 5 years | 7.22% | 6.43% | 4 / 17 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Moderate risk
HDFC Short Term Debt Fund
DEBT SHORT DURATION
The scheme seeks to generate regular income through investment in debt securities and money market instruments.
- Std. Dev : 1.94
- Alpha : 4.82
- Beta : 1.69
- Sharpe : 1.65
- Sortino : 3.08
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Amar Kalkundrikar
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment ??? Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
HDFC Mutual Fund
TOTAL AUM:
₹4,18,852 Crs
As on Jun 30, 2022
- Phone: 1800-3010-6767 / 1800-419-7676
-
Address: Ground Floor, Mafatlal House, H.T Parekh Marg
Backbay Reclamation
Churchgate
Mumbai, 400020
