Can I invest in SIP and Lumpsum in HDFC Low Duration Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in HDFC Low Duration Fund (G). Minimum lumpsum investment HDFC Low Duration Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HDFC Low Duration Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of HDFC Low Duration Fund (G) is HDFC Low Duration Fund (G) is ₹56.03 as on 2025-02-20.

Which are the biggest stock holdings of HDFC Low Duration Fund (G)?

The 5 biggest stock holdings of HDFC Low Duration Fund (G) are: Titan Company (2.76%), HDB FINANC SER (2.48%), A B Renewables (2.21%), N A B A R D (2.06%), Power Fin.Corpn. (1.78%)

What are the top sectors HDFC Low Duration Fund (G) invests in?

A majority of HDFC Low Duration Fund (G) 's AUM worth ₹18,138.21 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
HDFC Low Duration Fund (G)

HDFC Low Duration Fund (G)

Low Duration Fund

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NAV
56.03(0.04%)
Fund Size (CR)
₹18,138.21
Expense Ratio
1.04
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
7.06%

Absolute Return: 1.57%

Annualized Return: 0%

Basic Details

Scheme Manager

Anupam Joshi

Bench Mark

NIFTY Low Duration Debt Index A-I

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	11 February 2025	10011.24	0.11%	-	0.10%	129/219
1 Month	17 January 2025	10059.72	0.60%	-	0.59%	154/219
3 Month	18 November 2024	10155.19	1.55%	-	1.66%	192/219
6 Month	16 August 2024	10347.66	3.48%	-	3.62%	165/219
1 Year	16 February 2024	10742.31	7.42%	7.42%	7.62%	143/219
3 Year	18 February 2022	12019.78	20.20%	6.32%	6.43%	122/219
5 Year	18 February 2020	13391.64	33.92%	6.01%	6.20%	105/216
Since Inception	18 November 1999	56008.80	460.09%	7.06%	7.03%	133/219

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	124288.72	3.57%	3.57%
3 Year	2 March 2022	3,60,000	399419.62	10.95%	3.52%
5 Year	2 March 2020	6,00,000	701162.05	16.86%	3.17%
10 Year	2 March 2015	12,00,000	1665732.20	38.81%	3.33%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.18%

Standard Deviation

0.02%

Beta

-0.82%

Sharpe Ratio

8.54%

Treynor's Ratio

-0.60%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Titan Company	2.76%	50000	499.86	NCD	Debt Others
HDB FINANC SER	2.48%	45000	450.32	NCD	Debt Others
A B Renewables	2.21%	40000	400.82	NCD	Debt Others
N A B A R D	2.06%	3750	373.98	NCD	Debt Others
Power Fin.Corpn.	1.78%	32500	323.76	NCD	Debt Others
N A B A R D	1.65%	3000	299.09	NCD	Debt Others
Power Fin.Corpn.	1.51%	2750	274.29	NCD	Debt Others
S I D B I	1.51%	2750	274.12	NCD	Debt Others
S I D B I	1.38%	25000	249.63	NCD	Debt Others
N A B A R D	1.38%	25000	251.14	NCD	Debt Others

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Kotak Low Duration Fund - Direct (G)	11882.66	0.64%	1.74%	3.93%	8.19%	6.92%
Kotak Low Duration Fund - Direct (IDCW-Standard)	11882.66	0.64%	1.74%	3.93%	8.19%	6.92%
Aditya Birla SL Low Duration Fund-Dir (IDCW-W)	12058.97	0.65%	1.78%	3.83%	8.12%	7.36%
Aditya Birla SL Low Duration Fund-Dir(IDCW-D)(Rei)	12058.97	0.65%	1.78%	3.87%	8.10%	7.20%
Mirae Asset Low Duration Fund - Direct (G)	1392.91	0.67%	1.81%	3.85%	8.09%	6.78%

News

HDFC MF announces change in Fund Manager of the following schemes

HDFC Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 March, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager
HDFC Overnight Fund	Anil Bamboli	Swapnil Jangam
HDFC Nifty G-sec Dec 2026 Index Fund HDFC Nifty G-Sec July 2031 Index Fund HDFC Nifty G-Sec Sep 2032 Index Fund HDFC Nifty G-sec Jun 2027 Index Fund HDFC Nifty SDL Oct 2026 Index Fund HDFC NIFTY G-Sec Apr 2029 Index Fund HDFC NIFTY G-Sec Jun 2036 Index Fund HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund	Anupam Joshi	Anupam Joshi/ Sankalp Baid
HDFC Medium Term Debt Fund	Shobhit Mehrotra	Bhavyesh Divecha /Shobhit Mehrotra

(#) Mr. Swapnil Jangam continues to be Dealer ' Fixed Income.
* Mr. Dhruv Muchhal is the dedicated Fund Manager for Overseas Investments.

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HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 13 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
HDFC Focused 30 Fund:
Regular Plan ' IDCW: 2.25
Direct Plan ' IDCW: 2.25
HDFC Capital Builder Value Fund:
Regular Plan ' IDCW: 2.75
Direct Plan ' IDCW: 2.75
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HDFC Mutual Fund announces change in scheme name
HDFC Mutual Fund has announced change in scheme name under the following scheme, With effect from 19 March 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

HDFC Dynamic PE Ratio Fund of Funds HDFC Debt Advantage Fund of Funds

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Existing Scheme Name	Revised Scheme Name
HDFC Dynamic PE Ratio Fund of Funds	HDFC Debt Advantage Fund of Funds

Fund House Details & Investment Objective

Date of Incorporation

18 November 1999

Total AUM (Cr)

₹18138.21

HDFC Low Duration Fund (G) is an Low Duration Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 18 November 1999, this fund is managed by Anupam Joshi. With assets under management (AUM) worth ₹18,138.21 (Cr), as of 20 February 2025, HDFC Low Duration Fund (G) is categorized as a Low Duration Fund within its segment. The fund has generated a return of 7.06% since its launch.
The current NAV of HDFC Low Duration Fund (G) is ₹56.03, as on 20 February 2025. The fund's benchmark index is NIFTY Low Duration Debt Index A-I. You can invest in HDFC Low Duration Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 6.32% and 6.01% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.54% in Debt and 2.46% in cash and cash equivalents.

FAQs

How to Invest in HDFC Low Duration Fund (G) Direct Growth?

HDFC Low Duration Fund (G) is a popular fund in the Low Duration Fund segment. The fund has generated a return of 7.06% since inception. Looking to invest in HDFC Low Duration Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC Low Duration Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HDFC Low Duration Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HDFC Low Duration Fund (G) today and reap the benefits of this Low Duration Fund fund!

How much returns has HDFC Low Duration Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, HDFC Low Duration Fund (G) has generated annualised return of 7.42%. In the long-term, the fund has generated 6.32% and 6.01% in 3 and 5 years respectively. Since its inception, the fund has generated 7.06% returns.

What is the expense ratio of HDFC Low Duration Fund (G) Direct Growth?

The expense ratio of HDFC Low Duration Fund (G) Direct Growth is 1.04%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HDFC Low Duration Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of HDFC Low Duration Fund (G) is ₹18,138.21 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HDFC Low Duration Fund (G) Direct Growth?

Redeeming or selling units of HDFC Low Duration Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HDFC Low Duration Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HDFC Low Duration Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).