HDFC Short Term Fund - Direct Plan has delivered 40.27% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is JUBILANT BEVERAGES LTD with a portfolio weight of 2.80% .
The fund currently owns more than 155 stocks.
The top 10 holdings account for 21.56% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.61% | 3.96% |
| 2 Year Return | 24.22% | 10.60% |
| 3 Year Return | 35.54% | 18.11% |
| 4 Year Return | 45.94% | 26.83% |
| 5 Year Return | 71.77% | 36.25% |
| 6 Year Return | 88.95% | 46.67% |
| 7 Year Return | 115.95% | 59.31% |
| Expense Ratio | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
2.80%
|
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| 2 |
2.53%
|
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| 3 |
2.38%
|
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| 4 |
2.30%
|
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| 5 |
2.26%
|
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| 6 |
2.07%
|
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| 7 |
2.03%
|
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| 8 |
1.96%
|
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| 9 |
1.62%
|
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| 10 |
1.61%
|
||
| 11 |
1.57%
|
||
| 12 |
1.47%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC Short Term Fund - Direct Plan is managed by HDFC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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