| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.49% |
| NAV | ₹43.87 (28 Sep 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,161 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Shriram City Union Finance Ltd. | Financial | NCD | 5.7% |
| GOI | Sovereign | GOI Sec | 5.5% |
| GOI | Sovereign | GOI Sec | 4.5% |
| Power Finance Corpn. Ltd. | Financial | NCD | 4.5% |
| Pipeline Infrastructure (India) Pvt. Ltd. | Construction | NCD | 4.2% |
| Tata Housing Devp. Co. Ltd | Construction | ZCB | 3.2% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.2% |
| Vedanta Ltd. | Metals | NCD | 3.0% |
| GOI | Sovereign | GOI Sec | 2.9% |
| Muthoot Capital Services Ltd. | Financial | Securitised Debt | 2.7% |
HDFC Medium Term Debt Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Shobhit Mehrotra is the Current Fund Manager of HDFC Medium Term Debt Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,161 Cr and the Latest NAV as of 28 Sep 2020 is ₹43.87.
The HDFC Medium Term Debt Fund Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.