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3h agoHDFC Ultra Short Term Fund – Ultra Short Duration Debt Strategy
The HDFC Ultra Short Term Fund, launched on 24 September 2018, is managed by Anil Bamboli & Praveen Jain and falls under the Ultra Short Duration debt category. With AUM around ₹16,645 crore (May 2025) and an expense ratio ~0.37%, the fund has delivered ~7.5% in 1‑year, ~7.2% in 3‑yrs, and ~5.8% in 5‑yrs versus the category average of ~6.9% over 5‑yrs. The portfolio comprises ~78% AAA/A1+ rated debt instruments, ~12% sovereign securities and the remainder in cash equivalents. Ideal for investors seeking short‑term stability with modest returns above liquid funds.
Explore:High Return Equity Mutual Fund
neutral
3h agoHDFC Ultra Short Term Fund – Ultra Short Duration Debt Strategy
The HDFC Ultra Short Term Fund, launched on 24 September 2018, is managed by Anil Bamboli & Praveen Jain and falls under the Ultra Short Duration debt category. With AUM around ₹16,645 crore (May 2025) and an expense ratio ~0.37%, the fund has delivered ~7.5% in 1‑year, ~7.2% in 3‑yrs, and ~5.8% in 5‑yrs versus the category average of ~6.9% over 5‑yrs. The portfolio comprises ~78% AAA/A1+ rated debt instruments, ~12% sovereign securities and the remainder in cash equivalents. Ideal for investors seeking short‑term stability with modest returns above liquid funds.
Explore:High Return Equity Mutual Fund
about 3 hours ago
1 min read
92 words
Ultra‑short debt fund with ~5.8% 5‑yr returns vs category ~6.9%, high credit quality and short maturity profile.
The HDFC Ultra Short Term Fund, launched on 24 September 2018, is managed by Anil Bamboli & Praveen Jain and falls under the Ultra Short Duration debt category. With AUM around ₹16,645 crore (May 2025) and an expense ratio ~0.37%, the fund has delivered ~7.5% in 1‑year, ~7.2% in 3‑yrs, and ~5.8% in 5‑yrs versus the category average of ~6.9% over 5‑yrs. The portfolio comprises ~78% AAA/A1+ rated debt instruments, ~12% sovereign securities and the remainder in cash equivalents. Ideal for investors seeking short‑term stability with modest returns above liquid funds.
The HDFC Ultra Short Term Fund, launched on 24 September 2018, is managed by Anil Bamboli & Praveen Jain and falls under the Ultra Short Duration debt category. With AUM around ₹16,645 crore (May 2025) and an expense ratio ~0.37%, the fund has delivered ~7.5% in 1‑year, ~7.2% in 3‑yrs, and ~5.8% in 5‑yrs versus the category average of ~6.9% over 5‑yrs. The portfolio comprises ~78% AAA/A1+ rated debt instruments, ~12% sovereign securities and the remainder in cash equivalents. Ideal for investors seeking short‑term stability with modest returns above liquid funds.
Companies:
HDFC AMC
Tags:
mutual_funds
debt fund
mutual_funds
debt fund
ultra short duration
HDFC
India
Nov 7, 2025 • 14:43 IST