HDFC Medium Term Debt Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹46.2305 ], Returns, Performance, Portfolio & Returns 2021

HDFC Medium Term Debt Fund Direct Plan Growth Option

  • highlight
    8.73%
  • highlight
    (+0.03)46.2305

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.25 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.73%
3 Years9.11%
1 Year10.68%
6 Months3.06%
Fund Details
ISININF179K01WI9
RiskModerately High risk
Fund TypeMedium Duration
NAV46.2305
Exit Load--

More about this fundstar

Top HoldingsWeightage
6.18% Govt Stock 20243.23%
7.27% Govt Stock 20262.96%
7.59% Govt Stock 20262.64%
Power Finance Corporation Ltd.2.51%
TVS Credit Services Limited2.47%
Green Infra Wind Energy Limited2.4%
Shriram - City Union Finance Limited2.33%
Muthoot Finance Limited2.02%
7.26% Govt Stock 20291.9%
Tata Projects Limited1.85%

About HDFC Medium Term Debt Fund - Direct Plan - Growth

The main intention of HDFC Medium Term Debt Fund is to generate income in the form of long-term capital gains by investing mainly in money market and debt market instruments. This fund is sutiable for those who do not wish to assume higher risk.

Pros and Cons of HDFC Medium Term Debt Fund - Direct Plan - Growth

The primary advantage of investing in this fund is that you get exposure to a portfolio consiting of several debt and money market instruments. This fund is suitable for you if you are willing to take minimal to medium risk levels. On the flip side, the returns offered by this fund can be curtailed as the exposure towards equity instruments is not high.

Fund Information and Statistics

i) Inception/Launch Date

HDFC Medium Term Debt Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

HDFC Medium Term Debt Fund - Direct Plan - Growth is categorised under the class of ‘modertately risky’ mutual funds. However, it carries much lower risk than a regular equity funds.

iii) Redemption

Since HDFC Medium Term Debt Fund - Direct Plan - Growth is open-ended, you can redeem your investments at any time. However, you have to keep in mind the applicable tax on capital gains.

iv) Fund Manager

Mr Shobit Mehrotra is the current fund manager of HDFC Medium Term Debt Fund - Direct Plan - Growth.

v) Entry/Exit Load

There is no entry load in order to comply with the regulations of the Indian market regulator. This fund does not come with an exit load to facilitate instant withdrawals.

About HDFC Mutual Fund

HDFC Mutual Fund entered the Indian mutual fund fore with HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED (HDFC Ltd.) and STANDARD LIFE INVESTMENTS LIMITED as its sponsors by registering with the Securities and Exchange Board of India (SEBI). The trustee of the fund house is HDFC Trustee Company Limited. As of June 2020, HDFC Mutual Fund had assets of worth a whopping Rs 3,56,183.42 crore under its management.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.25 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns