| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.49% |
| NAV | ₹42.98 (06 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹912 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 7.7% |
| Shriram City Union Finance Ltd. | Financial | NCD | 7.0% |
| Power Finance Corpn. Ltd. | Financial | NCD | 5.6% |
| GOI | Sovereign | GOI Sec | 5.3% |
| Pipeline Infrastructure (India) Pvt. Ltd. | Construction | NCD | 5.0% |
| Tata Housing Devp. Co. Ltd | Construction | ZCB | 3.9% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.8% |
| Vedanta Ltd. | Metals | NCD | 3.7% |
| Muthoot Capital Services Ltd. | Financial | Securitised Debt | 3.4% |
| GOI | Sovereign | GOI Sec | 3.0% |
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 ₹912 Cr and the Latest NAV as of 06 Jul 2020 is ₹42.98.
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.
Seeks to generate income with a view to maximize income while maintaining the optimum balance of Yield , Safety and Liquidity.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.