debtLow risk

HDFC Low Duration Fund- Wholesale- Growth

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From HDFC Mutual Fund. It's been running since 24 Apr 2007.

Latest price per unit

₹41.8371

▲ 0.03% today

As of 10 May 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.1k gain · 8.1% / year

Invested 3 years ago

₹1.25 L

▲ ₹25.2k gain · 7.8% / year

Invested 5 years ago

₹1.48 L

▲ ₹47.9k gain · 8.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

0.7%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-0.69%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.07%

CAGR — 3 years7.79%

CAGR — 5 years8.14%

CAGR — since launch8.11%

Volatility — 1 year (annualised)0.55%

Volatility — 3 years (annualised)0.66%

Max drawdown — 1 year-0.15%

Max drawdown — 3 years-0.39%

Sharpe ratio — 1 year (rf=6%)3.84

Sharpe ratio — 3 years (rf=6%)2.73

Fund info

Fund house: HDFC Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105544
First price on record: 24 Apr 2007 · 2,912 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.