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HDFC Mutual Fund

HDFC Ultra Short Term Fund - Direct Plan-Daily IDCW Option

Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund)Moderate Risk★★★★★
NAV · 06-Jul-2026
10.0920
1M
+0.00%
6M
+0.00%
1Y (CAGR)
+0.00%
3Y (CAGR)
+0.00%
5Y (CAGR)
+0.00%
Since inception (CAGR)
+0.12%

NAV history

10.0810.0910.0904-07-202303-07-202610.09
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
0.09%
Downside dev (3y)
0.21%
Max drawdown (3y)
-0.1%
Sharpe (3y)
-72.22
SIP XIRR (3y)
+0.00%
SIP XIRR (5y)
+0.00%
Calendar-year returns
2020 +0.3%2021 +0.0%2022 +0.0%2023 +0.0%2024 +0.0%2025 +0.0%

Fund facts

AUM₹1,66,575 Cr
Expense ratio0.39% · 2026-05-31
TER · AMFI officialDirect 0.39% · Regular 0.73% (2026-06-30)
Launch date18-Sep-2018
Plan typeOpen Ended · Debt
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility0.26
AMCHDFC Asset Management Company Limited

Objective · The fund seeks to generate income / capital appreciation through investment in debt securities and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

scheme documents ↗