HDFC Medium Term Debt Fund Direct Plan Growth

Debt
Medium Duration
Moderate Risk
6.03%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹55.38
Min. SIP amount₹100
Rating3
Fund size₹4,188.28Cr

Return calculator

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

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.2%6.0%7.5%8.1%
Category average6.3%5.8%5.6%NA
Rank with in category796NA
Understand terms

Holdings (85)

NameSectorInstrumentAssets
SovereignGOI Sec7.14%
SovereignGOI Sec3.59%
Metals & MiningBonds3.49%
SovereignGOI Sec3.44%
SovereignGOI Sec3.35%
Capital GoodsNCD2.88%
GOI
SovereignGOI Sec2.24%
EnergyDebenture2.22%
FinancialNCD2.12%
HDFC Bank Ltd.
FinancialDebenture1.79%
See All

Pros and cons

Category: Debt Medium Duration

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 0.59%
Exit load is zero

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

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

Dhruv Muchhal
Jun 2023 - Present
View details

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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