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HDFC Medium Term Debt Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.65 | 7.74 | 5.53 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 7.50 | 4.30 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY Medium Duration Debt Index |
About Medium Duration Fund
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Peers & Comparison
DebtMedium Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Medium Term Debt Fund | 8.90% | 6.49% | 8.19% |
| SBI Magnum Medium Duration Fund | 8.62% | 6.56% | 8.98% |
| ICICI Pru Medium Term Bond Fund | 8.76% | 6.90% | 8.50% |
| Aditya Birla SL Medium Term Plan | 11.15% | 14.40% | 9.57% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.18% GOI MAT 2407373M change : 0.29 %|
Holdings
7.67 %
0.29 % - 7.23% GOI MAT 1504393M change : 2.02 %|
Holdings
4.11 %
2.02 % - 6.54% GOI 20323M change : 0.14 %|
Holdings
3.68 %
0.14 %
AMC Profile
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,57,060.73 Cr.
Fund Manager Profile
Shobhit Mehrotra
AUM: ₹43,840.88 Cr.
|
Exp: 20yrs
Qualification
B. Text.,M.S. MBA(Clemson University, SC,USA)
Past Experience
Mr. Shobhit Mehrotra has collective experience of over 20 years in Fixed Income markets, Fixed Income dealing and credit rating etc. He is with HDFC AMC since Feb 2004. Prior to this he has worked with Templeton Asset Management (India) Pvt Ltd. And ICRA Ltd.
Funds Managed (18)
HDFC Credit Risk Debt Fund
HDFC Credit Risk Debt Fund
HDFC Floating Rate Debt Fund
HDFC Income Fund
HDFC Floating Rate Debt Fund
HDFC Income Fund
HDFC Medium Term Debt Fund
HDFC Long Duration Debt Fund
HDFC Long Duration Debt Fund
HDFC Medium Term Debt Fund
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%