Can I invest in SIP and Lumpsum in HDFC Short Term Debt Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in HDFC Short Term Debt Fund (G). Minimum lumpsum investment HDFC Short Term Debt 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 Short Term Debt Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of HDFC Short Term Debt Fund (G) is HDFC Short Term Debt Fund (G) is ₹30.62 as on 2025-01-01.

Which are the biggest stock holdings of HDFC Short Term Debt Fund (G)?

The 5 biggest stock holdings of HDFC Short Term Debt Fund (G) are: A B Renewables (2.91%), Bajaj Housing (1.68%), N A B A R D (1.68%), S I D B I (1.50%), Pipeline Infra (1.50%)

What are the top sectors HDFC Short Term Debt Fund (G) invests in?

A majority of HDFC Short Term Debt Fund (G) 's AUM worth ₹14,998.97 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
HDFC Short Term Debt Fund (G)

HDFC Short Term Debt Fund (G)

Short Duration Fund

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NAV
30.62(0.01%)
Fund Size (CR)
₹14,975.79
Expense Ratio
0.71
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
8.00%

Absolute Return: 1.60%

Annualized Return: 0%

Basic Details

Scheme Manager

Anil Bamboli

Bench Mark

CRISIL Short Duration Debt A-II Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10009.32	0.09%	-	0.12%	96/187
1 Month	29 November 2024	10050.04	0.50%	-	0.46%	49/187
3 Month	30 September 2024	10160.21	1.60%	-	1.50%	46/187
6 Month	28 June 2024	10410.77	4.11%	-	3.88%	66/187
1 Year	29 December 2023	10823.66	8.24%	8.24%	7.53%	56/187
3 Year	30 December 2021	12008.82	20.09%	6.29%	6.20%	58/172
5 Year	30 December 2019	13837.78	38.38%	6.71%	6.32%	50/158
Since Inception	25 June 2010	30602.12	206.02%	8.00%	7.01%	18/187

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 January 2024	1,30,000	135148.45	3.96%	3.96%
3 Year	3 January 2022	3,70,000	412653.91	11.53%	3.70%
5 Year	1 January 2020	6,10,000	718201.85	17.74%	3.32%
10 Year	1 January 2015	12,10,000	1738741.24	43.70%	3.69%

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

0.30%

Standard Deviation

0.04%

Beta

-0.74%

Sharpe Ratio

1.29%

Treynor's Ratio

-0.97%

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
A B Renewables	2.91%	43500	436.81	NCD	Debt Others
Bajaj Housing	1.68%	25000	252.17	NCD	Debt Others
N A B A R D	1.68%	25000	252.01	NCD	Debt Others
S I D B I	1.50%	22500	224.46	NCD	Debt Others
Pipeline Infra	1.50%	22000	224.55	NCD	Debt Others
KOTAK MAHI. INV.	1.35%	20000	202.63	NCD	Debt Others
TVS Credit Serv.	1.35%	200	202.81	NCD	Debt Others
Cholaman.Inv.&Fn	1.35%	20000	202.00	NCD	Debt Others
S I D B I	1.35%	20000	202.39	NCD	Debt Others
St Bk of India	1.34%	200	201.05	NCD	Debt Others

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Bank of India Short Term Income - Direct (G)	81.87	0.51%	3.28%	5.81%	9.61%	14.14%
Bank of India Short Term Income - Direct (IDCW-Q)	81.87	0.51%	3.28%	5.81%	9.61%	14.14%
Bank of India Short Term Income - Direct (IDCW-M)	81.87	0.51%	3.28%	5.81%	9.61%	14.13%
Invesco India Short Duration Fund - Direct (IDCW-D)	485.32	0.42%	1.55%	4.21%	8.97%	6.77%
Groww Short Duration Fund - Direct (IDCW-F)	58.76	0.50%	1.51%	4.13%	8.77%	5.90%

News

HDFC MF announces Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
HDFC Mutual Fund has announced 26 December 2024 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
HDFC Hybrid Equity Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
HDFC Equity Savings Fund:
Regular Plan ' IDCW: 0.220
Direct Plan ' IDCW: 0.220
HDFC Balanced Advantage Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
HDFC Hybrid Debt Fund:
Regular Plan ' Quarterly IDCW: 0.3000
Direct Plan ' Quarterly IDCW: 0.3000
HDFC Income Fund:
Regular Plan ' IDCW: 0.0800
Direct Plan ' IDCW: 0.1000
HDFC Long Duration Fund:
Regular Plan ' IDCW: 0.1263
Direct Plan ' IDCW: 0.1866
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HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
HDFC Mutual Fund has announced 19 December 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan IDCW & monthly IDCW option and direct plan IDCW & monthly IDCW option of HDFC Arbitrage Fund. The amount of distribution (Rs per unit) will be:
HDFC Arbitrage Fund ' Wholesale Plan ' Regular Plan ' Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Direct Plan ' Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Regular Plan ' Monthly IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Direct Plan ' Monthly IDCW Option (Payout & Reinvestment): 0.050
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HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 25 November 2024 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
HDFC Balanced Advantage Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
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Fund House Details & Investment Objective

Date of Incorporation

21 June 2010

Total AUM (Cr)

₹14998.97

HDFC Short Term Debt Fund (G) is an Short Duration Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 21 June 2010, this fund is managed by Anil Bamboli. With assets under management (AUM) worth ₹14,998.97 (Cr), as of 1 January 2025, HDFC Short Term Debt Fund (G) is categorized as a Short Duration Fund within its segment. The fund has generated a return of 8.00% since its launch.
The current NAV of HDFC Short Term Debt Fund (G) is ₹30.62, as on 1 January 2025. The fund's benchmark index is CRISIL Short Duration Debt A-II Index. You can invest in HDFC Short Term Debt 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 6.29% and 6.71% 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 97.40% in Debt and 2.60% in cash and cash equivalents.

FAQs

How to Invest in HDFC Short Term Debt Fund (G) Direct Growth?

HDFC Short Term Debt Fund (G) is a popular fund in the Short Duration Fund segment. The fund has generated a return of 8.00% since inception. Looking to invest in HDFC Short Term Debt Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC Short Term Debt 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 Short Term Debt 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 Short Term Debt Fund (G) today and reap the benefits of this Short Duration Fund fund!

How much returns has HDFC Short Term Debt Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, HDFC Short Term Debt Fund (G) has generated annualised return of 8.24%. In the long-term, the fund has generated 6.29% and 6.71% in 3 and 5 years respectively. Since its inception, the fund has generated 8.00% returns.

What is the expense ratio of HDFC Short Term Debt Fund (G) Direct Growth?

The expense ratio of HDFC Short Term Debt Fund (G) Direct Growth is 0.71%. 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 Short Term Debt Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of HDFC Short Term Debt Fund (G) is ₹14,998.97 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HDFC Short Term Debt Fund (G) Direct Growth?

Redeeming or selling units of HDFC Short Term Debt 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 Short Term Debt 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 Short Term Debt 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).