- Mutual Funds
- HDFC Mutual Fund
- HDFC Medium Term Debt Fund Regular Growth
HDFC Medium Term Debt Fund Regular Plan Growth
₹ 55.42
NAV (Apr 04)
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
HDFC Medium Term Debt Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,26,216
Wealth Gained8,58,828
Total Corpus Created (₹)
With CAGR of 6.587 % in 5 yearsHistorical NAV
₹ 55.4181
NAV (Apr 4)
Fund Returns
Last 1Y | 8.8% |
Last 3Y | 6.6% |
Last 5Y | 6.6% |
Last 10Y | 7.2% |
Since Inception | 7.7% |
6 Month CAGR | 4.3% |
Scheme Information
The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.
Expense Ratio | 1.27 % |
Launched 23Y ago | 2002-02-06 |
AUM in Crores | 3945 |
ISIN | INF179K01913 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Medium Duration Debt Index A-III |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1.5 |
Beta | 0.9 |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Medium Term Debt Fund (G) | 8,58,828 | 1,26,216 | 6.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
7.37%GOI
3.54%Tata Steel Ltd.
3.52%GOI
3.07%Others
2.6%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,444 cr | ||
₹ 7,712 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 14,987 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.5% | 12.6% | ||
7.3% | 7.8% | ||
6.2% | 5.9% | ||
18.8% | 7.7% | ||
20.7% | 16% |
HDFC Medium Term Debt Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,26,216
Wealth Gained8,58,828
Total Corpus Created (₹)
With CAGR of 6.587 % in 5 yearsHDFC Medium Term Debt Fund Regular Plan Growth Review
HDFC Medium Term Debt Fund Regular Plan Growth is a Medium Term Debt fund and has delivered an annualised return of 7.67% over 23 years. The fund has grown over a period of 23 years. The fund is managed by HDFC Mutual Fund. The fund managers are Bhavyesh Divecha, Dhruv Muchhal, Shobhit Mehrotra.
Nav of HDFC Medium Term Debt Fund as of 4/4/2025 is ₹55.42 with the total AUM as of 4/7/2025 is ₹3945.02. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Medium Term Debt Fund was launched on 2002-02-06. The category risk of the fund is Moderately High.
The minimum SIP amount for HDFC Medium Term Debt Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Medium Term Debt Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Medium Duration Debt Index A-III.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 8.78% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Medium Term Debt Fund.
Frequently Asked Questions
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