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Dynamic Bond📊 Nifty Composite Debt Index A-III

HDFC Dynamic Debt Fund 54 EA · Regular · Growth

HDFC Mutual Fund

#12 of 23 (1Y)

NAV

₹93.1269

as of 31 Jul 2026

Expense Ratio

1.41%

AUM

₹562 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.56%
3Y
+6.31%
5Y
+5.17%
Since Inception
+7.93%

SIP returns (XIRR)

1Y
+5.71%
3Y
+5.68%
5Y
+5.80%
Since Inception
+7.08%

Returns calculated from 28 April 1997 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

What history actually did — last 10 years (Aug 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹7,97,687 today ₹5,95,000 invested, 5.8% XIRR.

₹5,95,000

Invested

₹7,97,687

Value today

5.8%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹1,71,808 today (5.6% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹9,20,395.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹1,48,985 today (1.49×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.54

Sharpe Ratio

Alpha

Beta

-0.52

Sortino

2.77%

Std Dev

-2.77%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryDynamic Bond
BenchmarkNifty Composite Debt Index A-III
Launch Date31 Mar 1997
AMFI Code101872
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026
Holding% NAV

Investment Objective

HDFC Dynamic Debt Fund 54 EA · Regular · Growth by HDFC Mutual Fund is a Dynamic Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Bond category.

About This Fund

HDFC Dynamic Debt Fund 54 EA · Regular · Growth is a Dynamic Bond mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 29 years. It manages assets worth ₹562 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Composite Debt Index A-III. The current expense ratio is 1.41%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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