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HDFC Short Term Debt Fund

HDFC Debt — Short Duration Direct Plan ▲ Outlook: Strengthening

Ranked #1 of 2 in Debt — Short Duration · best in category

56
★★★★☆
SmartMoney Score™

Returns (Annualised)

1 Year

7.8%

3 Year

7.2%

5 Year

7.5%

Risk & Cost Metrics

Std Dev (3Y)

1.8%

Sortino

2.20

Max Drawdown

-1.5%

Beta

0.25

Alpha

+0.8%

Expense

0.32%

AUM

₹18,200 Cr

Mgr Tenure

12 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
18
5Y Risk-Adjusted Return
24
Excess Return vs Benchmark
37
Up-Market Participation
2

Risk & Downside

Volatility (Std Dev)
93
Maximum Drawdown
93
Downside-Adjusted Return (Sortino)
98
Down-Market Protection
96

Cost & Efficiency

Expense Ratio vs Category
38
Jensen's Alpha
33
Information Ratio
71
Alpha per Unit of Market Risk
43

Portfolio Quality

Diversification
55
Quality of Holdings
76
Portfolio Liquidity
68
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
67
Fund-House Pedigree
67
Relative Strength (1Y vs peers)
51
Performance Trajectory
74

Pillar Scores

Performance 20/100
28%
Risk & Downside 95/100
22%
Cost & Efficiency 46/100
16%
Portfolio Quality 64/100
18%
Stewardship & Momentum 65/100
16%

vs Benchmark (3Y)

Fund

7.2%

vs

Benchmark

6.5%

Outperformed by 0.7%
How is this score calculated? → Compare with other funds → Best Debt — Short Duration funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.