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

Moderate
16 yrs 4 monthsStarted on:06 Feb 2002
₹ 1606.65 Cras on: 22 May 2018
Short Term 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)
YTD1.18
3 Month1.01
1 YR4.43
2 YR7.19
3 YR7.46

SIP Returns

TenureReturns (CAGR)
1 YR3.11
2 YR4.97
3 YR6.39
5 YR7.52
10 YR8.09

Portfolio

Company Name% Assets
Reliance Jio Infocomm Ltd. 31/07/2018 8.55%5.92
HPCL Mittal Energy Ltd. 03/09/2021 4.00%5.31
Rural Electrification Corpn. Ltd. 13/03/2020 7.59%4.63
Punjab & Sind Bank 12/06/20184.63
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%3.93
Toyota Financial Services Ltd. 20/08/2018 8.53%3.61
Indiabulls Housing Finance Ltd. 19/03/20193.39
Volkswagen Finance Pvt. Ltd. 30/07/2018 8.65%3.12
LIC Housing Finance Ltd. 08/02/2019 8.65%3.12
NUVOCO Vistas Corp Ltd. 14/09/2018 8.37%3.12

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.09%
Beta1.47%
Sharpe Ratio1.5

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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