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DEBT•MEDIUM DURATION FUND

HDFC Medium Term Debt Fund

3 Year return

8.20%
NAV on January 01, 2026
63.1377
1D Returns
+0.06%
Launched on January 2013(13 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
13.72%₹494
Total Value ₹4,094

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹3,884.95 Cr.
Expense Ratio
0.67% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
5

Tax Implications

Tax on gains as per your income tax bracket

HDFC Mutual Fund Manager

BD

Bhavyesh Divecha

Fund Manager since Mar 2025

DM

Dhruv Muchhal

Fund Manager since Jun 2023

SM

Shobhit Mehrotra

Fund Manager since Feb 2016

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Aditya Birla Sun Life Medium Term10.1613%
4
Nippon India Medium Duration Fund8.8825%
2
ICICI Prudential Medium Term Bond Fund8.6307%
5

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Medium Term Debt Fund Growth Direct Plan

The HDFC Medium Term Debt Fund Direct Plan-Growth finds its niche within the Medium Duration mutual fund category and is a product of the HDFC Mutual Fund house. Tailored for safeguarding your financial reserves, this fund stands out for its conservative stance, making it a viable choice for risk-averse investors. The fund thrives on a curated portfolio which is a blend of high-quality debt and money market instruments, ensuring stability amidst market volatilities.

Investment Objective of the Scheme

A chief aim of the HDFC Medium Term Debt Fund Growth Direct Plan is to pave the way for income generation and capital appreciation. This is accomplished by channelling investments into a diverse mix of debt and money market instruments. With seasoned fund managers at its helm, the fund seeks to optimise returns by capitalising on interest rate movements and yield differentials. However, as with any investment avenue, the realisation of the scheme's objective might witness fluctuations.

Key Features of The Fund

5-year return
6.7879%
Expense Ratio
0.67%
Fund Manager
Bhavyesh Divecha
Fund Size
₹3884.95 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

The HDFC Medium Term Debt Fund Growth Direct Plan is an ideal fit for investors with a medium to long-term outlook, specifically those with an investment horizon stretching beyond 3 years. If you're evaluating alternatives to traditional bank deposits, this might be a compelling option. While the fund's core strategy is hinged on safety and capital preservation, it's crucial to know more about the fund's portfolio composition.

AMC Contact Details

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://www.hdfcfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Medium Term Debt Fund on January 01, 2026, is ₹63.1377
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Medium Term Debt Fund, is ₹3884.95 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HDFC Medium Term Debt Fund is 0.67%
The HDFC Medium Term Debt Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Medium Term Debt Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,094 in 3Y at 8.2047% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 February 2026

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