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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HDFC Short Term Debt Fund - Direct Plan
|
Moderate
|
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0.40 |
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|
Moderate
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0.45 |
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|
Moderate
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0.40 |
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|
Moderate
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0.38 |
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|
Moderate
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0.36 |
₹17,271 Cr
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100
100
100
6
About HDFC Short Term Debt Fund - Direct Plan
HDFC Short Term Debt Fund - Direct Plan is a debt mutual fund scheme of HDFC Mutual Fund. Launched on January 01, 2013, it is currently managed by Anil Bamboli. The fund has an expense ratio of 0.40% with an overall AUM (Assets Under Management) of ₹17,271 Cr.
HDFC Short Term Debt Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate regular income through investment in debt securities and money market instruments.
Suitability
Short Duration funds are suitable for:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HDFC Short Term Debt Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HDFC Short Term Debt Fund - Direct Plan can be bought from the HDFC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of HDFC Short Term Debt Fund - Direct Plan, is ₹34.4151 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 14/08/2033 |
2.99
|
|
Aditya Birla Renewables Ltd Bonds/NCD 8.60 24/09/2027 |
2.54
|
|
Jubilant Beverages Ltd Debenture 31/05/2028 |
2.41
|
|
JTPM Metal Traders Ltd Debenture 30/04/2030 |
2.17
|
|
GOI Sec 7.26 22/08/2032 |
2.07
|
Over the past five years, HDFC Short Term Debt Fund - Direct Plan has delivered an annualised return of 6.79% as of 19-Mar-2026.
The minimum investment required to start investing in HDFC Short Term Debt Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.