HDFC Mutual Fund Debt Low Duration Fund
Expense Ratio
0.45%
AUM
₹14.89 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-0.75%
Poor
6 Months
-0.56%
Poor
1 Year
-0.05%
Poor
5 Years
-0.10%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹14.89 Cr
Recent Trend
Growing
Stability Score
14.9
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-21.99%
3Y
3Y CAGR
-29.58%
5Y
5Y CAGR
-51.90%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
1.10%
Annualized standard deviation
Sharpe Ratio
-5.742
Very Poor - Risk-adjusted return
Max Drawdown
-1.20%
Low - Worst decline
Consistency
50.0%
Performance consistency

Volatility Breakdown

Daily Volatility
0.07%
Average daily price movement
Annualized Volatility
1.10%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance