3 Year return

6.18%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹17516.3 Cr.

Expense Ratio

0.45% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
4

Ratings by other agencies

4
3
5

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

HDFC Mutual Fund Managers

AJ

Anupam Joshi

Fund Manager since Oct 2015

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹617,677.76 Cr.
No. of Schemes 168
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Low Duration Fund Direct Plan Growth

HDFC Low Duration Fund Direct Plan Growth is an open-ended fund by HDFC Mutual Fund. The HDFC Low Duration Fund is a debt fund. The fund invests in a diverse portfolio of debt securities to generate low-risk returns for investors. The average Macaulay Duration of the portfolio is between 6 and 12 months. It has a low expense ratio. Hence, the associated cost will not significantly impact your final returns.

Investment Objective of the Scheme

The objective of the fund is to invest in fixed income securities to generate low-risk returns. It meets the short-duration investment needs of investors.

Key Features of The Fund

5-year return 6.75%
Expense Ratio 0.45%
Fund Manager Anupam Joshi
Fund Size ₹17516.3 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

The fund has a moderate risk level. Investors in the fund are exposed to high interest rates and moderate credit risk. Consider investing in the fund only if you are planning to invest for a short duration of 3-12 months. The fund generates low-risk returns from debt securities. Hence, if you have a moderate risk appetite, the HDFC Low Duration Fund can be a good option for you and help you earn a steady income from your investment. Make sure you consider your risk appetite and investment objectives before investing. If in doubt, it is recommended to ask your financial advisor about the plan’s suitability.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 6767 1800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of HDFC Low Duration Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Low Duration Fund Jun 21 2024 is 57.6861

What is the AUM of HDFC Low Duration Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Low Duration Fund is 17516.3 crore.

What is the expense ratio of HDFC Low Duration Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Low Duration Fund is 0.45%

What are the returns of HDFC Low Duration Fund since inception?

The HDFC Low Duration Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 7.69 since inception.

What is the minimum SIP amount to invest in HDFC Low Duration Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Low Duration Fund is 100.

How do I invest in HDFC Low Duration Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Low Duration Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Low Duration Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Low Duration Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.