HDFC Credit Risk Debt Fund Regular Growth+0.01%

5
9.19%
1 Year Return
Debt
Credit Risk
5.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Credit Risk Debt Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.59%
NAV17.31 (28 Sep 2020)
Fund Started25 Mar 2014
Fund Size6,181 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Credit Risk Debt Fund Regular Growth
9.2%
7.1%
8.2%
8.8%
Category Average
-0.8%
0.9%
3.7%
-
Rank within category
3
2
2
-
*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 9.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Pipeline Infrastructure (India) Pvt. Ltd.ConstructionNCD7.3%
    IndInfravit TrustFinancialNCD5.7%
    Power Finance Corpn. Ltd.FinancialNCD5.0%
    Punjab National BankFinancialZCB4.3%
    Shriram City Union Finance Ltd.FinancialNCD4.2%
    DLF Ltd.ConstructionNCD4.1%
    Vedanta Ltd.MetalsDebenture3.6%
    Tata Motors Ltd.AutomobileNCD3.2%
    Tata Motors Ltd.AutomobileNCD3.0%
    DLF Ltd.ConstructionNCD2.4%
    See All

    Fund Managers

    addShobhit Mehrotra
    Education
    He is an MBA from Clemson University, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.
    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 Credit Risk Debt Fund Regular Growth Details

    HDFC Credit Risk Debt Fund Regular Growth is a Debt Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 25 Mar 2014. Shobhit Mehrotra is the Current Fund Manager of HDFC Credit Risk Debt Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹6,181 Cr and the Latest NAV as of 28 Sep 2020 is ₹17.31.

    The HDFC Credit Risk Debt Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 12 months and 0.50% if redeemed after 12 months but within 18 months

    Investment Objective

    The scheme seeks to generate income/capital appreciation by investing predominantly in AA and below rated corporate debt.

    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
    For units in excess of 15% of the investment, 1% will be charged for redemption within 12 months and 0.50% if redeemed after 12 months but within 18 months
    Exit Load

    Compare Funds

    HDFC Credit Risk Debt Fund Regular Growth
    VS
    search

    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
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available