| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| HDFC Short Term Debt Fund - Growth Option | 8.27 | 7.67 | 6.22 | 6.72 | 7.48 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 9.04 | 7.43 | 13.57 | 8.38 | 5.75 |
| Axis Short Term Fund - Regular Plan - Growth Option | 7.99 | 7.34 | 6.09 | 6.38 | 7.17 |
| Nippon India Short Term Fund-Growth Plan | 7.97 | 7.34 | 5.91 | 6.33 | 7.03 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.96 | 7.31 | 6.08 | 6.37 | 7.17 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 7.89 | 7.34 | 6.24 | 6.73 | 7.4 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 7.89 | 7.32 | 0 | 0 | 0 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 7.89 | 7.32 | 6.01 | 7.58 | 6.26 |
| Invesco India Short Duration Fund - Growth | 7.87 | 7 | 5.46 | 5.7 | 6.48 |
| UTI Short Duration Fund - Regular Plan - Growth Option | 7.84 | 7.35 | 6.12 | 7.44 | 6.33 |
| Based On | HDFC Short Term Debt Fund - Growth Option | BSE India Bond Index | Debt: Short Duration |
|---|---|---|---|
| CAGR since inception | 8.01% | 8.74% | 6.84% |
| 1 Year | 8.27% | 7.49% | 7.69% |
| 3 Year | 6.22% | 5.99% | 6.05% |
| 5 Year | 6.72% | 7.41% | 6.21% |
| 10 Year | 7.48% | 8.41% | 6.75% |
| Nav / Index Value as on2024-12-22 | 14,969.25% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 2.61 |
| Debt | 95.12 |
| Mutual Funds | 0.25 |
| Cash & Cash Equivalents | 2.19 |
| Company | Holding |
|---|---|
| 7.26% Government of India (22/08/2032) | 2.37 |
| INDUS TOWERS LIMITED | 1.34 |
| 7.1% Government of India (18/04/2029) | 1.22 |
| BAJAJ HOUSING FINANCE LIMITED | 1.17 |
| GOVERNMENT OF INDIA | 1.02 |
| STATE BANK OF INDIA | 0.89 |
| TMF HOLDINGS LIMITED | 0.81 |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | 0.69 |
| 4.7% Government of India (22/09/2033) | 0.69 |
| TATA STEEL LIMITED | 0.67 |
To calculate the HDFC Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
