HDFC Medium Term Debt Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
0.59 %
Expense Ratio
Rating
4,333
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.8% | 6.3% | 7.7% | 8.2% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Green Infra Wind
L&T Metro Rail
Jamnagar Utiliti
Net CA & Others
GSEC2031
Others
Advance Ratio
4.96
Alpha
0.63
SD
0.08
Beta
2.97
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Shobhit Mehrotra - Fund Manager
With over 25 years of collective experience in Fixed Income markets, Fixed Income dealing, credit rating and more, Mr Mehrotra manages 22 different schemes with an AUM of ₹35,492 Cr
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 125
-
7.8%Fund Size - 125
-
9.8%Fund Size - 125
-
-0.3%Fund Size - 125
-
- Debt .
- Medium Duration .
-
- 6,517
-
7.7%Fund Size - 6,517
-
6.7%Fund Size - 6,517
-
8%Fund Size - 6,517
-
- Debt .
- Medium Duration .
-
- 1,971
-
7.8%Fund Size - 1,971
-
6.6%Fund Size - 1,971
-
7.7%Fund Size - 1,971
-
- Debt .
- Medium Duration .
-
- 1,989
-
6.8%Fund Size - 1,989
-
6.3%Fund Size - 1,989
-
7%Fund Size - 1,989
-
- Debt .
- Medium Duration .
-
- 7,113
-
8.1%Fund Size - 7,113
-
6%Fund Size - 7,113
-
8.3%Fund Size - 7,113
AMC Contact Details
HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Medium Term Debt Fund – Direct Growth ?
You can invest in HDFC Medium Term Debt Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Medium Term Debt Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Medium Term Debt Fund – Direct Growth ?
The NAV of HDFC Medium Term Debt Fund – Direct Growth is ₹52.6 as of 30 September 2023.
How to redeem HDFC Medium Term Debt Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Medium Term Debt Fund – Direct Growth?
The minimum SIP amount of HDFC Medium Term Debt Fund – Direct Growth is ₹100
How can I redeem my investments in HDFC Medium Term Debt Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Medium Term Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Medium Term Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have HDFC Medium Term Debt Fund – Direct Growth generated ?
The HDFC Medium Term Debt Fund – Direct Growth has delivered 8.2% since inception
What is the expense ratio of HDFC Medium Term Debt Fund – Direct Growth ?
The expense ratio of HDFC Medium Term Debt Fund – Direct Growth is 0.59 % as of 30 September 2023.
What is the AUM of HDFC Medium Term Debt Fund – Direct Growth?
The AUM of HDFC Medium Term Debt Fund – Direct Growth is ₹4,89,893 Cr as of 30 September 2023
What are the top stock holdings of HDFC Medium Term Debt Fund – Direct Growth?
The top stock holdings of HDFC Medium Term Debt Fund – Direct Growth are
- GSEC2026 - 5.69%
- GSEC2029 - 4.73%
- GSEC2032 - 3.1%
- Green Infra Wind - 2.91%
- GSEC2026 - 2.74%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Medium Term Debt Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC Medium Term Debt Fund – Direct Growth based on your investment objective and risk tolerance.