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HDFC Medium Term Debt Fund Direct Plan Growth

Debt
Medium Duration
Moderately High Risk
7.54%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 May 2022₹47.83
Min. SIP amount₹300
Rating4
Fund size₹4,078.87Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.1%7.5%7.3%8.3%
Category average6.2%5.4%6.5%NA
Rank with in category844NA
Understand terms

Holdings (84)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec5.7%
GOI
SovereignGOI Sec5.3%
GOI
SovereignGOI Sec3.5%
GOI
SovereignGOI Sec2.9%
Green Infra Wind Energy Ltd.Capital GoodsDebenture2.8%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD2.4%
Sikka Ports and Terminals Ltd.EnergyDebenture2.4%
Bajaj Housing Finance Ltd.FinancialNCD2.2%
GOISovereignGOI Sec2.2%
TMF Holdings Ltd.
FinancialNCD2.1%
See All

Pros and cons

Category: Debt Medium Duration

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 3.34 The fund has generated returns higher than benchmark - NIFTY Medium Duration Debt Index C-III - in the last 3Y
Exit load is zero
Lower expense ratio: 0.59%

Cons

1Y annualised returns lower than category average by 1.15%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹300

Fund management

Shobhit Mehrotra
Jan 2013 - Present
View details

Education
He is an MBA from Clemson University, USA.
Experience
Prior to joining HDFC AMC he has worked with Franklin Templeton AMC, and ICRA.
Also manages these schemes

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
Amc Image
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

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FAQs

How to Invest in HDFC Medium Term Debt Fund Direct Plan Growth?

You can easily invest in HDFC Medium Term Debt Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HDFC Medium Term Debt Fund Direct Plan Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HDFC Medium Term Debt Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HDFC Medium Term Debt Fund Direct Plan Growth provide?

The HDFC Medium Term Debt Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 3.15% since its inception.

How much expense ratio is charged by HDFC Medium Term Debt Fund Direct Plan Growth?

The term Expense Ratio used for HDFC Medium Term Debt Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HDFC Medium Term Debt Fund Direct Plan Growth is 0.59% as of 19 May 2022...

What is the AUM of HDFC Medium Term Debt Fund Direct Plan Growth?

The AUM, short for Assets Under Management of HDFC Medium Term Debt Fund Direct Plan Growth is ₹4,078.87Cr as of 19 May 2022.

How to Redeem HDFC Medium Term Debt Fund Direct Plan Growth?

If you want to sell your HDFC Medium Term Debt Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HDFC Medium Term Debt Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of HDFC Medium Term Debt Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of HDFC Medium Term Debt Fund Direct Plan Growth?

The NAV of HDFC Medium Term Debt Fund Direct Plan Growth is ₹47.83 as of 18 May 2022.

What is the PE and PB ratio of HDFC Medium Term Debt Fund Direct Plan Growth?

The PE ratio ratio of HDFC Medium Term Debt Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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