Home>Mutual Funds>HDFC Mutual Fund>HDFC Medium Term Debt Fund Direct Plan Growth
shareSHARE

HDFC Medium Term Debt Fund Direct Plan Growth+0.05%

10.04%
1 Year Return
Debt
Medium Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Medium Term Debt Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.49%
NAV₹45.89 (12 Apr 2021)
Fund Started01 Jan 2013
Fund Size3,031 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.0%
8.8%
8.6%
8.8%
Category Average
8.7%
5.8%
6.6%
-
Rank Within Category
8
2
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.49%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. Exit load is zero
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec3.2%
GOISovereignGOI Sec3.0%
GOISovereignGOI Sec2.6%
Power Finance Corpn. Ltd.FinancialNCD2.5%
Shriram City Union Finance Ltd.FinancialNCD2.3%
GOISovereignGOI Sec1.9%
Power Finance Corpn. Ltd.FinancialNCD1.7%
GOISovereignGOI Sec1.7%
Power Finance Corpn. Ltd.FinancialNCD1.7%
Housing Development Finance Corpn. Ltd.FinancialBonds/NCD1.7%
See All

Fund Managers

Shobhit Mehrotra
keyboard_arrow_down
Anand Laddha
keyboard_arrow_down
Amar Kalkundrikar
keyboard_arrow_down
Chirag Dagli
keyboard_arrow_down
Sankalp Baid
keyboard_arrow_down

HDFC Medium Term Debt Fund Direct Plan Growth Details

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 ₹3,031 Cr and the Latest NAV as of 12 Apr 2021 is ₹45.89.

The HDFC Medium Term Debt Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.

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

Compare Funds

HDFC Medium Term Debt Fund Direct Plan Growth
VS
search

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
30 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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India