INDProtect

Overview (as on 18 Jun 2021)

NAV

₹10.8436

1y returns

12.346%

Fund AUM

₹7,631 Cr

Expense Ratio

1.05%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Utilities
100.00%
Size Breakup
Mid Cap
100.00%

Key Metrics

Modified Duration 

2.26 yr

Average Maturity 

2.89 yr

Yield to Maturity 

6.98%

Holdings

Fund Details

Investment Objectives
To generate income/capital appreciation by investing predominantly in AA and below rated corporate debt. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Name
HDFC Credit Risk Debt Fund Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl Opt
Scheme Document
Exit Load

For 0 - 12 Months: 1%

For 12 - 18 Months: 0.5%

After 18 Months : 0%

Plan Started
25 March, 2014
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Credit Risk Debt Fund Direct Plan Quarterl...

NAV

₹10.8436

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    warning

    Fund has medium quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Anand Laddha
Anand Laddha

leader

Work Experience
"null"
Sankalp Baid
Sankalp Baid

manager

Work Experience
"null"
Shobhit Mehrotra
Shobhit Mehrotra

leader

Qualifications
B. Text., M.S. MBA (Clemson University, SC, USA)
Work Experience
"Mr. Shobhit Mehrotra is the Senior Fund Manager - Fixed Income and Head of Credit. He has over 25 years of experience in Fixed Income markets, Fixed Income Dealing and credit rating. Previously he worked for Franklin Templeton Asset Management as AVP & Portfolio Manager (Fixed Income) and ICRA Ltd. as Business/Investment Analyst, Member Executive Committee. Mr. Mehrotra has a B. Tech, M.S MBA from Clemon University, SC, USA"

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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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