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

Moderate
16 yrs 6 monthsStarted on:06 Feb 2002
₹ 1460.67 Cras on: 13 Jul 2018
Mid Term & Long Horizon
1.22%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.

Exit Load

NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.36
1 Month0.95
3 Month0.61
1 YR4.27
2 YR6.82
3 YR7.64

SIP Returns

TenureReturns (CAGR)
1 YR4.23
2 YR5.09
3 YR6.45
5 YR7.54
10 YR8.08

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 31/05/2019 7.85%6.83
Housing Development Finance Corpn. Ltd. 20/03/2019 7.90%6.82
HPCL Mittal Energy Ltd. 03/09/2021 4.00%5.82
Rural Electrification Corpn. Ltd. 13/03/2020 7.59%5.06
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%4.26
Mahindra Vehicle Manufacturers Ltd. 25/02/2019 8.19%4.24
Indiabulls Housing Finance Ltd. 19/03/20193.77
LIC Housing Finance Ltd. 08/02/2019 8.65%3.43
NUVOCO Vistas Corp Ltd. 14/09/2018 8.37%3.43
Sundaram Finance Ltd. 2018 7.80%3.41

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.08%
Beta1.46%
Sharpe Ratio0.43

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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