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Floater Fundregulargrowth📊 CRISIL Short Duration Debt A-II Index

HDFC Floating Rate Debt Fund - Growth Option

HDFC Mutual Fund

#7 of 13 (1Y)

₹52.4627

0.04 (+0.08%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹52.4627

0.04 (+0.08%)

29 May 2026

AMFI: 106841

Direct · Growth

₹₹53.6297

0.04 (+0.08%)

29 May 2026

AMFI: 118961

Regular · IDCW

₹₹10.0775

0.01 (+0.08%)

29 May 2026

AMFI: 106838

Direct · IDCW

₹₹10.0789

0.01 (+0.08%)

29 May 2026

AMFI: 118959

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.14%
1 Month-0.20%
3 Months+0.67%
6 Months+1.91%
1 Year+5.03%
3 Years (CAGR)+7.36%
5 Years (CAGR)+6.46%
10 Years (CAGR)+7.10%
Since Inception (Dec 2002)+7.70%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+4.54%
3 Year SIP+6.83%
5 Year SIP+6.90%
Since Inception (Dec 2002)+7.49%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹22,300

Invested

₹47,128

Value today

7.5%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹398

Value today

7.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,15,000

Withdrawn

₹16,23,442

Corpus left

+₹17,38,442 net gain — withdrew ₹11,15,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,51,644

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,51,644 — a 1.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹87,613

Regular plan

₹86,541

Direct earns ₹1,072 more on a ₹60K investment0.18% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategoryFloater Fund
Plan Typeregular
Optiongrowth
AUM₹16,589 Cr
Expense Ratio0.53%
Min SIP₹100
Min Lumpsum₹100
BenchmarkCRISIL Short Duration Debt A-II Index
Launch Date19 Dec 2002
AMFI Code106841

Risk Metrics

Trailing 1 year, annualised

0.47

Sharpe Ratio

Alpha

Beta

0.49

Sortino

0.73%

Std Dev

-0.36%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Floating Rate GOI 2034

IN0020210137

11.07%

Floating Rate GOI 2034

IN0020210137

11.06%

Floating Rate GOI 2033

IN0020200120

7.23%

Floating Rate GOI 2033

IN0020200120

7.22%

6.52% GOI MAT 071231^

IN0020180041

6.64%

6.52% GOI MAT 071231

IN0020180041

6.63%

Shivshakti Securitisation Trust (Originator - Sikka Ports & Terminals Limited)^

INE2I7G15010

4.18%

Shivshakti Securitisation Trust PTC ISD 150925 MAT 280929^

INE2I7G15010

4.17%

Jubilant Beverages Limited^

INE1D4O08012

2.87%

Jubilant Beverages Limited^

INE1D4O08012

2.87%

Siddhivinayak Securitisation Trust (Originator - Sikka Ports & Terminals Limited)^

INE2I7F15012

2.41%

Siddhivinayak Securitisation Trust PTC ISD 150925 MAT 280930^

INE2I7F15012

2.40%

National Bank for Agri & Rural Dev.^

INE261F08DV4

2.13%

National Bank for Agri & Rural Dev.

INE261F08DV4

1.98%

Aadhar Housing Finance Limited^

INE883F07363

1.83%

Aadhar Housing Finance Limited^

INE883F07363

1.83%

National Bank for Agri & Rural Dev.

INE261F08EO7

1.82%

National Bank for Agri & Rural Dev.

INE261F08EO7

1.82%

ASCENDAS IT PARK PUNE PRIVATE LIMITED^

INE0OJ808028

1.59%

ASCENDAS IT PARK PUNE PRIVATE LIMITED^

INE0OJ808028

1.58%

Bajaj Finance Ltd.

INE296A07TJ4

1.51%

Bajaj Finance Ltd.

INE296A07TJ4

1.51%

National Bank for Agri & Rural Dev.

INE261F08EM1

1.43%

Power Finance Corporation Ltd.^

INE134E08NN2

1.35%

Power Finance Corporation Ltd.^

INE134E08NN2

1.35%

Bajaj Housing Finance Ltd.^

INE377Y07482

1.22%

Bajaj Housing Finance Ltd.^

INE377Y07482

1.22%

JM Financial Credit Solutions Ltd.^

INE651J07AB8

1.05%

JM Financial Credit Solutions Ltd.^

INE651J07AB8

1.05%

TVS Credit Services Ltd^

INE729N08105

0.94%

TVS Credit Services Ltd^

INE729N08105

0.94%

National Housing Bank^

INE557F08FZ1

0.92%

National Housing Bank^

INE557F08FZ1

0.92%

Poonawalla Fincorp Ltd^

INE511C07854

0.91%

Poonawalla Fincorp Ltd^

INE511C07946

0.91%

National Bank for Agri & Rural Dev.^

INE261F08EB4

0.91%

National Bank for Agri & Rural Dev.

INE261F08EM1

0.91%

HDB Financial Services Ltd.^

INE756I07EJ2

0.91%

Export - Import Bank of India^

INE514E08GE8

0.91%

Export - Import Bank of India^

INE514E08GE8

0.91%

HDB Financial Services Ltd.^

INE756I07EJ2

0.91%

Poonawalla Fincorp Ltd^

INE511C07946

0.91%

National Bank for Agri & Rural Dev.^

INE261F08EB4

0.91%

Poonawalla Fincorp Ltd

INE511C07854

0.91%

National Bank for Agri & Rural Dev.

INE261F08EN9

0.90%

National Bank for Agri & Rural Dev.^

INE261F08EN9

0.89%

Housing and Urban Development Corporation Ltd.^

INE031A08962

0.88%

National Housing Bank^

INE557F08GE4

0.88%

National Housing Bank^

INE557F08GE4

0.88%

Housing and Urban Development Corporation Ltd.^

INE031A08962

0.88%

Performance Comparison

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Investment Objective

HDFC Floating Rate Debt Fund - Growth Option by HDFC Mutual Fund is a Floater Fund 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 Floater Fund category.

About This Fund

HDFC Floating Rate Debt Fund - Growth Option is a Floater Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 23 years. It manages assets worth ₹16,589 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Short Duration Debt A-II Index. The current expense ratio is 0.53%.

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