mutual funds hdfc short term fund direct plangrowth

performance

HDFC Short Term Fund Direct Plan-Growth

Debt: Short Term - Growth (Open ended)

SEBI Riskometer: ModerateCategory: Debt: Short TermBenchmark: CRISIL Short Duration Debt A-II IndexCheck Portfolio Overlap →

NAV: ₹35.26-0.14%

22 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of HDFC Short Term Fund Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	13 Jan, 2014 - 22 Oct, 2026	15 Feb, 2016 - 22 Oct, 2026	13 Mar, 2018 - 22 Oct, 2026	13 Apr, 2020 - 22 Jan, 2026
Average returns	8.35%	8.17%	8.06%	8.26%
Standard deviation	2.22%	1.24%	0.79%	0.68%
Best returns	13.34% 1 year ending on 15 Jul, 2020	11.01% 3 years ending on 05 Oct, 2016	9.33% 5 years ending on 15 Jul, 2020	9.89% 7 years ending on 20 Nov, 2020
Worst returns	2.86% 1 year ending on 17 Jun, 2022	5.50% 3 years ending on 30 Nov, 2023	6.58% 5 years ending on 22 Oct, 2026	7.44% 7 years ending on 14 Feb, 2024
Period with positive return	100.00%	100.00%	100.00%	100.00%
Period with return > 5%	90.73%	100.00%	100.00%	100.00%
Period with return > 10%	24.47%	4.22%	0.00%	0.00%
Period with return > 15%	0.00%	0.00%	0.00%	0.00%
Beat % Category	75.33%	71.08%	92.71%	99.93%
Beat % Benchmark	37.67%	12.99%	10.88%	3.34%

Trailing Returns

Point-to-point returns of HDFC Short Term Fund Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

-5%

10%

3.3%

3.4%

-12.3%

YTD

-0.5%

-0.4%

-2.7%

1 M

1.9%

2.1%

-6.2%

6 M

4.3%

4.2%

-11.3%

1 Y

7.2%

7.1%

6.8%

3 Y

6.4%

5.8%

5 Y

7.2%

6.6%

11.4%

10 Y

Fund

Debt: Short Term

CRISIL Short Duration Debt A-II Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	3.31%	-0.50%	1.93%	4.25%	7.22%	6.44%	7.23%	7.83%
Debt: Short Term	3.40%	-0.38%	2.09%	4.21%	7.10%	6.43%	6.62%	-
CRISIL Short Duration Debt A-II Index	-12.33%	-2.73%	-6.15%	-11.34%	6.82%	5.85%	11.40%	-
Rank in category	19	22	23	14	13	10	4	-
Funds in category	26	29	28	26	25	23	17	-

Period Returns

Calendar-year, quarterly and monthly return history of HDFC Short Term Fund Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of HDFC Short Term Fund Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of HDFC Short Term Fund Direct Plan-Growth?

HDFC Short Term Fund Direct Plan-Growth has delivered a 1-year return of 4.25% as of 21 Oct 2026. During the same period, its benchmark CRISIL Short Duration Debt A-II Index returned -11.34%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of HDFC Short Term Fund Direct Plan-Growth?

HDFC Short Term Fund Direct Plan-Growth has delivered a 3-year CAGR of 7.22% as of 21 Oct 2026. Its benchmark CRISIL Short Duration Debt A-II Index returned 6.82% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of HDFC Short Term Fund Direct Plan-Growth?

HDFC Short Term Fund Direct Plan-Growth has delivered a 5-year CAGR of 6.44% as of 21 Oct 2026. Its benchmark CRISIL Short Duration Debt A-II Index returned 5.85% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of HDFC Short Term Fund Direct Plan-Growth since inception?

Since its launch on 31 Dec 2012, HDFC Short Term Fund Direct Plan-Growth has delivered a CAGR of 7.83%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has HDFC Short Term Fund Direct Plan-Growth performed vs its category over the long term?

Over the long term, HDFC Short Term Fund Direct Plan-Growth has ranked 13 out of 25 funds in the Debt: Short Term category on a 3-year basis, and 10 out of 23 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of HDFC Short Term Fund Direct Plan-Growth?

The Sharpe ratio of HDFC Short Term Fund Direct Plan-Growth is 1.14 (as of 21 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of HDFC Short Term Fund Direct Plan-Growth?

The alpha of HDFC Short Term Fund Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of HDFC Short Term Fund Direct Plan-Growth?

The beta of HDFC Short Term Fund Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of HDFC Short Term Fund Direct Plan-Growth?

The average 1-year and 3-year rolling returns of HDFC Short Term Fund Direct Plan-Growth is 8.35% and 8.17% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

13 Jan, 2014 - 22 Oct, 2026

15 Feb, 2016 - 22 Oct, 2026

13 Mar, 2018 - 22 Oct, 2026

13 Apr, 2020 - 22 Jan, 2026

Average returns

8.35%

8.17%

8.06%

8.26%

Standard deviation

2.22%

1.24%

0.79%

0.68%

Best returns

13.34%

1 year ending on 15 Jul, 2020

11.01%

3 years ending on 05 Oct, 2016

9.33%

5 years ending on 15 Jul, 2020

9.89%

7 years ending on 20 Nov, 2020

Worst returns

2.86%

1 year ending on 17 Jun, 2022

5.50%

3 years ending on 30 Nov, 2023

6.58%

5 years ending on 22 Oct, 2026

7.44%

7 years ending on 14 Feb, 2024

Period with positive return

100.00%

Period with return > 5%

90.73%

100.00%

Period with return > 10%

24.47%

4.22%

0.00%

Period with return > 15%

0.00%

Beat % Category

75.33%

71.08%

92.71%

99.93%

Beat % Benchmark

37.67%

12.99%

10.88%

3.34%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

3.31%

-0.50%

1.93%

4.25%

7.22%

6.44%

7.23%

7.83%

Debt: Short Term

3.40%

-0.38%

2.09%

4.21%

7.10%

6.43%

6.62%

CRISIL Short Duration Debt A-II Index

-12.33%

-2.73%

-6.15%

-11.34%

6.82%

5.85%

11.40%

Rank in category

Funds in category