HDFC High Interest Fund - Short Term Plan (Debt, Short Term)

34.15
8.06%
5
Income Generation
Short Term Horizon
Moderate
1.22%
15 yrs 11 months06 Feb 2002
₹ 2060.9 Cr08 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

NIL

Investment Objective

The fund seeks modest return with high liquidity from a portfolio of money market and debt instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
5.75
1 Month
0.12
3 Month
1.04
1 YR
5.73
2 YR
8.75
3 YR
8.33
TenureReturns (CAGR)
1 YR
5.93
2 YR
7.63
3 YR
8.08
5 YR
8.6
10 YR
8.63

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd. 26/02/2018 7.70%6.08
HPCL Mittal Energy Ltd. 03/09/2021 4.00%4.13
Tata International Ltd. 9.30%3.9
Tata Power Co. Ltd. 02/08/2019 7.70%3.65
Reliance Jio Infocomm Ltd. 31/07/2018 8.55%3.44
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%3.19
GOI 22/06/2024 7.35%2.98
Toyota Financial Services Ltd. 20/08/2018 8.53%2.84
GOI 15/12/2023 7.68%2.78
Indiabulls Housing Finance Ltd. 19/03/20192.56

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.92%
Beta1.66%
Sharpe Ratio1.96

Shobhit Mehrotra

He is an MBA from Clemson University, USA.
Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.

Other Funds Managed by Shobhit Mehrotra

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