Debt Scheme - Low Duration FundHDFC Mutual Fund

HDFC Low Duration Fund - Direct Plan - Growth

₹65.7096▲ 0.0792 (0.12%)

Scheme Type

Open Ended Schemes

NAV History

+11.34%

365 data points · Period: 1Y

Returns

CAGR

+0.12%

+0.26%

+1.14%

+6.76%

+7.40%

+6.64%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,134

+11.3%

3Y Ago

₹13,454

+34.5%

5Y Ago

₹16,836

+68.4%

Past performance ≠ future results

Fund Analytics

Score: 64.9 / 100

Performance

Total Returns

Simple return over period

+7.05%

CAGR

Compound annual growth rate

+7.05%

Growth of ₹10K

Hypothetical investment value

₹10,705

SIP XIRR

SIP internal rate of return

+5.98%

Risk

Volatility (Ann.)

Std deviation of returns

0.58%LOW

Max Drawdown

Worst peak-to-trough

-0.12%

Sharpe Ratio

Risk-adjusted return

1.81GOOD

Sortino Ratio

Downside risk-adjusted return

3.94GOOD

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+1.10%

Tracking Error

Deviation from benchmark

11.91%

Information Ratio

Alpha per unit tracking error

0.09

Treynor Ratio

Return per unit systematic risk

119.98

Capture

Upside Capture

Participation in market gains

6.04%

Downside Capture

Participation in market losses

-3.92%

Rolling Returns

1Y Rolling CAGR

Avg 6.9% (3.6% – 9.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.1%+0.1%

+1.1%

3Y+7.7%+12.2%

+1.6%

5Y+6.6%+11.0%

+0.6%

Beta

1Y: 0.013Y: 0.015Y: 0.01

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹90,412

Total Value

₹3,90,412

*Based on historical CAGR. Projections are illustrative, not guaranteed