HDFC Low Duration Fund Direct Plan Growth+0.12%

3
8.94%
1 Year Return
Debt
Low Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Low Duration Fund Direct Plan Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.44%
NAV45.50 (06 Jul 2020)
Fund Started01 Jan 2013
Fund Size12,615 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Low Duration Fund Direct Plan Growth
8.9%
7.9%
8.2%
8.5%
Category Average
5.0%
4.4%
5.7%
-
Rank within category
12
11
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.44%
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tata Teleservices Ltd.CommunicationCP3.7%
    Axis Bank Ltd.FinancialCD3.3%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.8%
    Reliance Industries Ltd.EnergyNCD2.0%
    Indusind Bank Ltd.FinancialCD2.0%
    Axis Bank Ltd.FinancialCD1.9%
    Tata Motors Ltd.AutomobileCP1.9%
    Union Bank of IndiaFinancialBonds1.8%
    Nabha Power Ltd.EngineeringNCD1.8%
    Tata Motors Ltd.AutomobileCP1.8%
    See All

    Fund Managers

    addAnupam Joshi
    Education
    Mr. Joshi is a PGDM in Business Management.
    Experience
    Prior to joining HDFC Mutual Fund he has worked with IDFC AMC, Principal Asset Management Company and ICAP India Pvt. Ltd.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Low Duration Fund Direct Plan Growth Details

    HDFC Low Duration Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Anupam Joshi is the Current Fund Manager of HDFC Low Duration Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12,615 Cr and the Latest NAV as of 06 Jul 2020 is ₹45.50.

    The HDFC Low Duration Fund Direct Plan Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

    Investment Objective

    Aims at providing reasonable income along with high liquidity

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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