Return
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- 6M
- 1Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,697 Cr
Lock In Period
N/A
Expense Ratio
1.33
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
Nil
Summary
Latest details for HDFC Medium Term Debt Fund - Growth include a ₹58.6589 NAV as of Apr 13,2026 and returns since inception of 23.19%. Minimum investments start at SIP ₹100. The HDFC Medium Term Debt Fund - Growth AUM is ₹3,697 Cr, with a lock-in of N/A years, expense ratio of 1.33%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.23% returns, against a category average of 0.17% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.23 | 0.17 | 298.31 |
| 6M | 2.26 | 1.52 | 316.78 |
| 1Y | 5.73 | 6.99 | 340.09 |
| 3Y | 7.20 | 16.61 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 96.54%
- Others
As on: 2026-03-15
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About Fund
HDFC Medium Term Debt Fund - Growth managed by HDFC Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹3,697 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.33. Under the expert guidance of Anil Bamboli ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 3 | 6049.43 CR | 1.81 |
| This FundDSP Bond Fund Growth | 1 | 303.61 CR | 0.75 |
| This FundHDFC Medium Term Debt Fund - Growth | 3 | 3829.16 CR | 1.33 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3078.17 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 9.2123 | 21.9591 |
| This FundDSP Bond Fund Growth | 4.9045 | 22.4352 |
| This FundHDFC Medium Term Debt Fund - Growth | 5.7341 | 23.1915 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.789 | 32.2054 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
HDFC Medium Term Debt Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Medium Term Debt Fund - Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Medium Term Debt Fund - Growth’s fund performance is as follows:
- 1 Month : 0.23%
- 6 Months : 2.26%
- 1 Year : 5.73%
- 3 Years : 7.20%
You can invest in HDFC Medium Term Debt Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Medium Term Debt Fund - Growth is ₹3,697 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Medium Term Debt Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500