Shobhit Mehrotra
Head - Fixed Income at HDFC
Shobhit Mehrotra is named on 7 schemes at HDFC. Of the 7 ranked with a three-year record, 3-year CAGR runs from 8.4% (HDFC Retirement Fund - Equity Plan - Direct Plan - Growth Option) down to 5.9% (HDFC Long Term Fund - Direct Plan - Growth Option), across Retirement Fund, Credit Risk Fund, Medium Duration Fund and 2 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from HDFC's SEBI filings.
Background
- Qualifications
- • B.Text, • M.S. MBA Clemson University, SC, USA
- Experience
- Collectively over 33 years of experience in Fixed Income markets, credit rating etc. Feb 16, 2004 till Date: HDFC Asset Management Company Limited
Funds Shobhit Mehrotra manages
7Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | HDFC Retirement Fund - Equity | ★★★★☆ | -7.4% | +8.4% | +10.9% | 0.92% | — |
| 2 | HDFC Credit Risk Fund | ★★★☆☆ | +6.8% | +8.1% | +7.1% | 1.01% | — |
| 3 | HDFC Medium Term Fund | ★★★★☆ | +6.1% | +7.8% | +6.7% | 0.70% | — |
| 4 | HDFC Floating Interest Rates Fund | ★★★★☆ | +5.7% | +7.5% | +6.8% | 0.27% | — |
| 5 | HDFC Retirement Fund - Hybrid-Equity | ★★★☆☆ | -6.9% | +6.7% | +8.4% | 1.11% | — |
| 6 | HDFC Retirement Fund - Hybrid-Debt | ★☆☆☆☆ | -0.2% | +6.4% | +6.8% | 1.35% | — |
| 7 | HDFC Long Term Fund | ★★☆☆☆ | +0.7% | +5.9% | — | 0.28% | — |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from HDFC’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.