Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 2/16 | ||
Category,Subcateogry | Fixed Income,Low Duration | Fixed Income,Low Duration | ||
Fund Age | 0 Years | 12 Years | ||
Fund Size | 767 Cr | 25260 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.25% | 0.45% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | NIFTY Low Duration Debt Idx A-I TR INR | NIFTY Low Duration Debt Index TR INR |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | - | - | ||
P/B | - | - | ||
Credit Quality | - | - | ||
Modified Duration | 0.95 | 0.9 | ||
YTM | 6.48 | 6.85 |
1-Month Return | 0.41% | 0.4% | ||
3-Month Return | - | 1.61% | ||
6-Month Return | - | 4.34% | ||
1-Year Return | - | 8.2% | ||
3-Year Return | - | 7.79% | ||
5-Year Return | - | 6.64% |
Sharpe | - | 2.48 | ||
Alpha | - | -0.17 | ||
Beta | - | 4.71 | ||
Standard Deviation | - | 0.43 | ||
Information Ratio | - | 2.26 |
Description | Union Low Duration Fund Direct Growth is a debt fund.This fund is suitable to keep your money safe. | HDFC Low Duration Direct Plan Growth Option is a debt fund.This fund is suitable to keep your money safe. | ||
Managers | Devesh Thacker,Anindya Sarkar | Praveen Jain,Anupam Joshi,Dhruv Muchhal |