OriginFunds
HDFC Mutual Fund

HDFC Banking and PSU Debt Fund - IDCW Option

Open Ended Schemes(Debt Scheme - Banking and PSU Fund)Moderate Risk★★★★★ISIN INF179KA1JD2
NAV · 06-Jul-2026
10.1745
1M
+0.42%
6M
+0.25%
1Y (CAGR)
-0.83%
3Y (CAGR)
+0.09%
5Y (CAGR)
+0.05%
Since inception (CAGR)
+0.14%

NAV history

10.1210.1910.2604-07-202303-07-202610.17
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
1.65%
Downside dev (3y)
1.65%
Max drawdown (3y)
-2.5%
Sharpe (3y)
-3.88
SIP XIRR (3y)
+0.04%
SIP XIRR (5y)
+0.07%
Calendar-year returns
2020 +0.4%2021 -1.6%2022 +0.1%2023 -0.0%2024 -0.1%2025 +0.0%

Fund facts

AUM₹52,152 Cr
TER · AMFI officialDirect 0.35% · Regular 0.72% (2026-06-30)
Launch date20-Mar-2014
Plan typeOpen Ended · Debt
Min lumpsum5000
Lock-inNone
Volatility1.59
AMCHDFC Asset Management Company Limited

Objective · 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.

scheme documents ↗