Aeterna Wealth
Short Term · Direct plan · Growth

HDFC Short Term Fund (Direct)

HDFC Mutual Fund · benchmark: the median Short Term fund · 13.8 years old · AMFI code 119016

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 9 of 21 in Short Term

B (middle of the peer group), score 53.3 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.7%2.8%-0.1%19 / 22
1 year4.8%4.8%-0.1%13 / 21
3 years (a year)7.3%7.3%+0.1%11 / 21
5 years (a year)6.6%6.4%+0.1%7 / 19

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.4%
Max fall, 5Y-0.9%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HDFC Short Term Fund (Direct plan)?

₹35.54 on 6 Nov 2026 (Growth option).

What is the expense ratio of HDFC Short Term Fund (Direct)?

0.39% a year; the Regular plan's is 0.67%.

What return has HDFC Short Term Fund given over 3 years?

7.3% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.3% for the median Short Term fund.

How is HDFC Short Term Fund rated?

B: 9 of 21 Direct plans in Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.