HDFC Medium Term Debt Fund - Growth Option - Direct Plan
(Erstwhile HDFC HIF Short Term -Direct Plan - Growth Option)
Fund House: HDFC Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Medium Duration Debt Index A-III |
| TER: 0.7% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 3,613.91 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
65.8926
-0.03 (-0.042%)
8.13%
Benchmark: 7.44%
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:
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
0 Years 0 Months
6 Years 8 Months
10 Years 0 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 | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 8.2 |
| Average Maturity | 4.47 |
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 - Direct Plan | 01-01-2013 | 7.03 | 7.79 | 8.03 | 6.87 | 7.6 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 8.64 | 10.8 | 9.91 | 11.99 | 8.4 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 7.33 | 8.01 | 7.92 | 6.8 | 7.25 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 6.67 | 7.65 | 8.08 | 6.47 | 6.65 |
| SBI Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 6.64 | 7.22 | 7.38 | 6.34 | 7.62 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 6.56 | 7.61 | 7.85 | 6.75 | 7.25 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 6.34 | 7.09 | 7.31 | 6.15 | 6.83 |
| Nippon India Medium Duration Fund - Growth Option | 01-06-2014 | 5.88 | 8.11 | 7.91 | 6.29 | 3.06 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | 08-07-2003 | 5.49 | 6.42 | 6.81 | 5.3 | 6.26 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 5.43 | 6.86 | 7.19 | 6.02 | 6.41 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
