Insights of HDFC Short Term Debt Fund

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HDFC Short Term Debt Fund is an open ended short duration debt mutual fund. Earlier this fund was named HDFC Short Term Opportunities Fund. The inception date of HDFC Short Term Debt Fund is June 25, 2010. The investment objective of HDFC Short Term Debt Fund is to generate capital and regular income by investing in a diversified portfolio of money market and debt instruments. But the return expected is not guaranted.

Investment in this fund are of 2 types- HDFC Short Term Debt Fund growth scheme and HDFC Short Term Debt Fund dividend scheme. The investment of this fund in debt instruments is in such a way that the Macaulay duration of the portfolio lies between 1 to 3 years.

HDFC Short Term Debt Fund Facts

  • HDFC Short Term Debt Fund portfolio allocates 96.12% in debt securities out of which 94.84% in low risk funds and 0.79% in government securities.
  • The minimum investment of HDFC Short Term Debt mutual fund scheme plan is Rs. 500 which is quite pocket friendly.
  • The return from this fund for the last 3 year and 5 year are 7.52% and 8.32% respectively.
  • HDFC Short Term Debt Fund growth scheme is suitable for  those who wants to earn a regular income by investing for a short duration in debt securities.

Top 5 Sectors of HDFC Short Term Debt Fund

S.No.

Holding Name

Net Assets (in %)

1

Miscellaneous

88.28

2

Miscellaneous

4.03

3

Miscellaneous

3.87

4

Miscellaneous

3.02

5

Miscellaneous

0.8

(as on 16/04/2019)

Top 10 Holdings of HDFC Short Term Debt Fund

S.No.

Holding Name

Net Assets (in %)

1

ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.)**

3.84

2

ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.)**

3.51

3

Tata Sons Ltd.**

3.44

4

Power Finance Corporation Ltd**

3.21

5

Net Current Assets

3.18

6

Housing and Urban Development Corporation Ltd.**

2.65

7

Tata Capital Financial Services Ltd**

2.63

8

Reliable Devices Trust (PTC banked by receivables from Reliance Retail Limited)**

2.41

9

Power Finance Corporation Ltd**

2.3

10

National Bank for Agri & Rural Dev.**

1.93

(as on 16/04/2019)

HDFC Short Term Debt Fund Details

Launch Date- June 25, 2010

Fund Manager- Mr. Anil Kamboli, Mr. Kalkundrikar

Risk- Moderately Low

Benchmark- CRISIL Short Term Bond Index

Return Since Launch- 8.59%

AUM- Rs. 7565.11 crore (as on 31st Mar, 2019)

Following is the performance of HDFC Short Term Debt Fund- 

 

1-Year

3-Year

5-Year

10-Year

Fund

7.38

7.52

8.32

CCIL T Bill Liquidity Weight

4.35

4.24

4.75

Category

6.55

7.02

7.76

Rank within Category

5

3

5

Number of funds in category

28

27

27

As on Apr 16, 2019

 

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