HDFC Short Term Debt Fund Review

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HDFC Short Term Debt Fund Review

In this article, we are going to review the HDFC Short Term Debt Fund. A short-term debt funds mainly refers to a mutual fund scheme for investment spanning about one to three years. It is mainly an open debt scheme and seek to generate regular income through investment in debt securities and money market securities.  

Age of the Fund:  

The fund was launched on 1st Jan 2013. The fund is apparently new, but it has survived various bull and bear markets in those periods, as well as winning the investor confidence.  

Risk and Risk Adjusted Return: 

Every investment comes with a level of risk. But one can access the risk, before making an investment. The risk associated with these funds is moderately low. It is ideal for conservative investors. The fund has provided considerable returns beating the benchmark, over the course of a five-year time period.  

HDFC Short Term Debt Fund

Expense Ratio of HDFC Short Term Debt Fund:  

Expense ratio plays a critical role in affecting the mutual fund returns. Higher the expense ratio, lesser will be the mutual fund returns. One of the easiest ways to measure the expense ratio is by comparing with the rest of other funds in the same category. 

Fund   Expense Ratio  
Baroda Short Term Debt Fund   0.62% 
ICICI Prudential Short Term Fund   0.40% 
Axis Short Term Direct Fund   0.27% 
IDFC All season bond Fund   0.10% 

Top Holding of the Firm: 
Let’s look at the top holding of the firm: 

Holding   Percentage  
NCD & Bonds   87.70% 
PTC   2.98% 
GOI   2.36% 
TREPS   6.96% 


*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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