HDFC Ultra Short Term Fund
Direct · Growth ₹16.78
19 Oct 2026
NAV
6.2%
3Y CAGR
6.2%
5Y CAGR
6.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.22
Sharpe
-1.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.37%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.39 L | 6.5% | 3.3% | 9.2% |
| 3 Years | ₹36.00 L | ₹39.48 L | 6.2% | 4.4% | 7.8% |
| 5 Years | ₹60.00 L | ₹70.45 L | 6.5% | 5.7% | 7.1% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 6.6% | 6.5% | 6.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.5% | 6.5% |
| 3 Years | 6.2% | 6.6% |
| 5 Years | 6.5% | 6.1% |
| 7 Years | 6.6% | 6.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.5% | 7.0% | 3.6% | 8.9% | -0.01 | -0.02 | 100% | — | — |
| 3 Years | 6.2% | 6.1% | 5.0% | 7.5% | -0.33 | -0.37 | 100% | — | — |
| 5 Years | 6.2% | 6.1% | 6.0% | 6.6% | -2.22 | -0.91 | 100% | — | — |
-1.0%
Max Drawdown
0 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
6.44
1Y
6.16
3Y
6.15
5Y
6.41
7Y