HDFC Medium to Long Term Fund - Regular Plan - Growth Option

(Erstwhile HDFC Income Fund - Growth Option)
Fund House: HDFC Mutual Fund
Category: Debt: Medium to Long Duration
Launch Date: 01-09-2000
Asset Class: Fixed Income
Benchmark: CRISIL Medium to Long Duration Debt A-III Index
TER: 1.37% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 830.2 Cr As on 31-08-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

60.4071

7.15%

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
8 Years 3 Months
18 Years 6 Months
22 Years 8 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 7.31
Average Maturity 12.88

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Medium to Long Term Fund - Regular Plan - Growth Option 01-09-2000 3.48 4.77 6.2 4.81 5.1
ICICI Prudential Medium to Long Term Fund - Regular Plan - Growth 05-08-2008 4.27 5.67 6.67 5.75 6.6
LIC MF Medium to Long Term Fund-Regular Plan-Growth 19-06-1999 4.25 5.43 6.36 5.51 5.74
FranklIn India Medium To Long Duration Fund - Growth 24-09-2024 4.25 - - - -
SBI Medium to Long Term Fund - Regular Plan - Growth 25-11-1998 3.92 5.11 6.15 5.45 6.81
Nippon India Medium to Long Term Fund - Growth Plan Growth Option 01-01-1998 3.81 4.36 5.76 5.07 6.02
Kotak Medium to Long Term Fund - Regular Plan Growth 25-11-1999 3.8 4.71 6.02 4.99 5.8
UTI Medium to Long Term Fund- Regular Plan - Growth 17-05-1998 3.38 4.78 5.88 8.1 4.88
HSBC Medium to Long Term Fund - Regular Growth 10-12-2002 3.05 4.38 5.56 4.28 5.07
Aditya Birla Sun Life Medium to Long Term Fund - Regular Plan - Growth 05-10-1995 2.99 4.34 5.69 5.0 6.12

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.45%

Mid Cap

0.55%

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