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HDFC Credit Risk  IDCW-R

HDFC Credit Risk IDCW-R

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation1.7%
Sharpe Ratio0.55
Beta0.99

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Utilities6.85%
Financial Services65.42%
Energy & Infra27.73%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
GMR Airports LimitedUtilities4.87%
Nirma LimitedUtilities3.94%
Indus Infra Trust UnitFinancial Services3.23%
Triumph Composites Private LimitedUtilities3.12%
Jubilant Beverages LimitedUtilities2.82%
Aditya Birla Renewables LimitedUtilities2.75%
Bamboo Hotel And Global Centre (Delhi) Private LimitedUtilities2.63%
Kalpataru Projects International LimitedUtilities2.62%
Jubilant Bevco LimitedUtilities2.62%
8.28% Tamilnadu SDL 2028Utilities2.33%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DM

Dhruv Muchhal

Mr. Dhruv Muchhal has experience of 14 years. Manages 328 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹4,43,585 Cr Holds a B.Com degree.

Team

20 years

Combined Team Experience

AUM

₹ 4,69,342 Cr

Assets Under Management

PJ
Praveen Jain
Co-Portfolio Manager

Praveen Jain has experience of 4 years. Manages 60 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹25,757 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.51%

iconRegulatory & Tax Information

INF179KA1I79
verified
ISIN
DailyDealing Frequency
CRISIL Credit Risk Debt B-II TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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