HDFC Medium Term Debt Fund Direct Plan Growth Option
- 8.73%
- (+0.03)46.2305
Min amount: ₹500
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 8.73% |
| 3 Years | 9.11% |
| 1 Year | 10.68% |
| 6 Months | 3.06% |
| Fund Details | |
|---|---|
| ISIN | INF179K01WI9 |
| Risk | Moderately High risk |
| Fund Type | Medium Duration |
| NAV | 46.2305 |
| Exit Load | -- |
More about this fund
| Top Holdings | Weightage |
|---|---|
| 6.18% Govt Stock 2024 | 3.23% |
| 7.27% Govt Stock 2026 | 2.96% |
| 7.59% Govt Stock 2026 | 2.64% |
| Power Finance Corporation Ltd. | 2.51% |
| TVS Credit Services Limited | 2.47% |
| Green Infra Wind Energy Limited | 2.4% |
| Shriram - City Union Finance Limited | 2.33% |
| Muthoot Finance Limited | 2.02% |
| 7.26% Govt Stock 2029 | 1.9% |
| Tata Projects Limited | 1.85% |
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
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