HDFC Low Duration Fund - Growth

Fund House: HDFC Mutual Fund

Category: Debt: Low Duration

Status: Open Ended Schemes

Launch Date: 05-11-1999

Minimum Investment: 100.0

Asset Class: Fixed Income

Minimum Topup: 100.0

Benchmark: NIFTY Low Duration Debt Index A-I

Total Assets: 24466.14 As on (30-09-2025)

Expense Ratio: 1.04% As on (29-09-2025)

Turn over: 81.00% | Exit Load: NIL

NAV as on 28-10-2025

58.9755

0.0197

CAGR Since Inception

7.07%

NIFTY Low Duration Debt Index A-I 6.34%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Low Duration Fund - Growth 7.38 7.27 5.92 6.7 7.07
Benchmark - - - - -
Debt: Low Duration 7.43 7.19 5.85 6.5 6.64

Funds Manager

FM 1 - Mr.Anupam Joshi, FM 2 - Mr.Dhruv Muchhal, FM 3 - Mr. Praveen Jain

RETURNS CALCULATORS for HDFC Low Duration Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HDFC Low Duration Fund - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HDFC Low Duration Fund - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HDFC Low Duration Gr 05-11-1999 7.38 7.39 7.27 5.92 6.7
HSBC Low Duration Fund Reg Gr 01-01-2013 8.74 8.1 7.76 6.04 6.72
ICICI Pru Savings Gr 27-09-2002 7.81 7.87 7.74 6.35 7.23
UTI Low Duration Fund Reg Gr 21-03-2003 7.74 7.72 7.49 7.08 6.16
Axis Treasury Advtg Reg Gr 05-10-2009 7.73 7.67 7.44 6.0 6.86
Axis Treasury Advtg Ret Gr 15-03-2010 7.73 7.67 7.44 6.0 6.73
Nippon India Low Duration Gr Gr 10-03-2007 7.47 7.41 7.2 5.91 6.66
Invesco India Low Duration Gr 18-01-2007 7.46 7.48 7.28 5.75 6.7
JM Low Duration Gr 27-09-2006 7.46 7.36 7.1 5.59 6.19
Canara Robeco Savings Reg Gr 05-03-2005 7.43 7.41 7.27 5.69 6.55

Asset Allocation (%)

Key Performance and Risk Statistics of HDFC Low Duration Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Low Duration Fund - Growth 0.68 0.02 2.68 1.33 6.94 1.89
Debt: Low Duration - - - - - -