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HDFC Medium Term Debt Fund Direct Plan IDCW

Debt
Medium Duration
Moderately High Risk
8.82%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep 2021₹17.82
Min. SIP amount₹500
Rating4star
Fund size₹3,853.00 Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.8%9.5%8.3%8.9%
Category average6.2%5.4%6.5%NA
Rank with in category524NA
Understand termsinfo

Holdings (97)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec4.0%
Green Infra Wind Energy Ltd.
EngineeringDebenture3.5%
Sikka Ports and Terminals Ltd.
EnergyDebenture2.7%
GOI
SovereignGOI Sec2.6%
GOI
SovereignGOI Sec2.5%
TMF Holdings Ltd.
FinancialNCD2.4%
Power Finance Corporation Ltd.
FinancialNCD2.2%
FinancialNCD2.0%
EngineeringNCD1.8%
FinancialNCD1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Shobhit Mehrotra
Jan 2013 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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