debtLow risk

HDFC Low Duration Fund- Wholesale Monthly Dividend

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

₹10.1856

▲ 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

₹1.00 L

▲ ₹229 gain · 0.2% / year

Invested 3 years ago

₹1.01 L

▲ ₹966 gain · 0.3% / year

Invested 5 years ago

₹1.01 L

▲ ₹1.1k gain · 0.2% / 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

2.4%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.59%

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 year0.23%

CAGR — 3 years0.32%

CAGR — 5 years0.21%

CAGR — since launch0.12%

Volatility — 1 year (annualised)2.64%

Volatility — 3 years (annualised)2.40%

Max drawdown — 1 year-1.59%

Max drawdown — 3 years-1.59%

Sharpe ratio — 1 year (rf=6%)-2.18

Sharpe ratio — 3 years (rf=6%)-2.36

Fund info

Fund house: HDFC Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105546
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.