HDFC Medium Term Debt Fund - Growth Option

(Erstwhile HDFC High Interest Fund - Short Term Plan-Growth Option)
Fund House: HDFC Mutual Fund
Category: Debt: Medium Duration
Launch Date: 06-02-2002
Asset Class: Fixed Income
Benchmark: NIFTY Medium Duration Debt Index A-III
TER: 1.33% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,928.79 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

56.8774

7.64%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 6 Months
18 Years 0 Months
21 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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 achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 1.48
Sharpe Ratio -0.11
Alpha -0.12
Beta 0.76
Yield to Maturity 7.36
Average Maturity 5.94

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 7.65 7.77 7.22 6.42 7.2
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 12.73 10.57 9.2 12.17 8.59
Nippon India Medium Duration Fund - Growth Option 01-06-2014 10.2 8.93 8.14 8.56 3.52
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 8.62 8.24 7.6 6.92 7.47
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 8.6 8.5 7.74 6.89 7.63
DSP Bond Fund - Growth 29-04-1997 8.3 8.01 7.35 5.92 6.25
Kotak Medium Term Fund - Growth 21-03-2014 8.25 8.77 7.41 6.58 7.07
HSBC Medium Duration Fund - Regular Growth 02-02-2015 8.21 8.09 7.57 6.55 6.93
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 7.73 7.76 7.39 6.36 8.04
Invesco India Medium Duration Fund - Regular - Growth 17-07-2021 7.38 7.56 6.76 - -

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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