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8AM - 8PM

Asset Size:9329Cr
Expense Ratio:0.81%
Fund Manager(s):Rakesh Vyas,Anil Bamboli,
5year Returns:8.66%

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HDFC Banking & PSU Debt Fund Regular Plan Growth Option

HDFC       

Debt
Banking & PSU

Nav : 17.6101 ( -0.03%) October 27th, 2020

People currently viewing this : 1

Rank (of 245)

15

Annualized Returns(5 yrs)

8.66%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since March 26th, 2014

8.96%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43.8L

Projected Maturity Amount

1Cr

HDFC     

Debt
Banking & PSU

Nav : 17.6101 ( -0.03%) October 27th, 2020

People currently viewing this : 1

Upwardly's Take :

The fund's return does not fluctuate too much. Stay invested in this fund for more than 3 years to get tax indexation benefits. The effective tax rate can be as low as 2-3% (compared to 31% in FDs)

This is a great substitute for FD. Park your money here and get substantially higher returns than FD. Ideal Investment horizon is 3 years plus.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43.8L

Projected Maturity Amount

1Cr

Rank (of 245)

15

Annualized Returns(5 yrs)

8.66%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since March 26th, 2014

8.96%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

To generate income / capital appreciation through investments in debt and money market instruments consisting predominantly of securities issued by entities such as Scheduled Commercial Banks (SCBs),Public Sector undertakings (PSUs),Public Financial Institutions (PFIs),Municipal Corporations and such other bodies. There is no assurance that the investment objective of the Scheme will be realized.

Basic Details
Fund House
HDFC
Launch Date
March 26th, 2014
Expense Ratio
0.81%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.86
Std Dev (3Yr)
2.505
Std Dev (5Yr)
2.26
Asset Size
9329Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.96 %
Exit Load
No Exit Load
YTM
6.0731 %
Modified Duration
2.82
Contact Details
Phone No.
+91 22 66316333