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HDFC Medium Term Debt Fund Direct Plan Growth

Debt
Medium Duration
Moderately High Risk
8.23%
1Y return
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹46.95
Min. SIP Amount₹500
Rating4star
Fund Size₹3,488.37 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.2%9.2%8.4%8.9%
Category average6.2%5.4%6.5%NA
Rank with in category524NA
Understand termsinfo

Holdings (97)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec4.0%
Green Infra Wind Energy Ltd.
EngineeringDebenture3.5%
Sikka Ports and Terminals Ltd.
EnergyDebenture2.7%
GOI
SovereignGOI Sec2.6%
GOI
SovereignGOI Sec2.5%
TMF Holdings Ltd.
FinancialNCD2.4%
Power Finance Corporation Ltd.
FinancialNCD2.2%
Shriram City Union Finance Ltd.FinancialNCD2.0%
Inox Wind Ltd.EngineeringNCD1.8%
Muthoot Finance Ltd.FinancialNCD1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.49%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Shobhit Mehrotra
Jan 2013 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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