HDFC Medium Term Debt Fund Direct Plan Growth+0.06%

4Groww
9.69%
1 Year Return
Debt
Medium Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Medium Term Debt Fund Direct Plan Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.49%
NAV39.7 (20 Aug 2019)
Fund Started01 Jan 2013
Fund Size1,094 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Medium Term Debt Fund Direct Plan Growth
9.7%
7.9%
8.8%
8.8%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
4
6
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec11.7%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringDebenture5.8%
    LIC Housing Finance Ltd.FinancialNCD4.8%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.7%
    HDFC Bank Ltd.FinancialBonds4.6%
    HPCL Mittal Energy Ltd.EnergyDebenture4.1%
    Syndicate BankFinancialDebenture4.1%
    Muthoot Finance Ltd.FinancialBonds/NCD3.6%
    Power Finance Corpn. Ltd.FinancialNCD3.2%
    Reliance Retail Ltd.ServicesNCD2.5%
    See All

    Fund Managers

    addShobhit Mehrotra
    Education
    He is an MBA from Clemson University, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed

    Other Details

    HDFC Medium Term Debt Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Shobhit Mehrotra is the Current Fund Manager of HDFC Medium Term Debt Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹1,094 Cr and the Latest NAV as of 20 Aug 2019 is ₹39.7.

    The HDFC Medium Term Debt Fund Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    Seeks to generate income with a view to maximize income while maintaining the optimum balance of Yield , Safety and Liquidity.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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