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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,868 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 ₹58.23 NAV as of Feb 11,2026 and returns since inception of 23.87%. Minimum investments start at SIP ₹100. The HDFC Medium Term Debt Fund - Growth AUM is ₹3,868 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-15
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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 ₹3,868 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 Shobhit Mehrotra ,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 FundDSP Bond Fund Growth | 1 | 309.25 CR | 0.75 |
| This FundIndiabulls Income Fund Growth | 0 | 16.47 CR | 0.9 |
| This FundHDFC Medium Term Debt Fund - Growth | 4 | 3867.56 CR | 1.33 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 2981.71 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 FundDSP Bond Fund Growth | 6.8205 | 23.6222 |
| This FundIndiabulls Income Fund Growth | 6.9163 | 23.6896 |
| This FundHDFC Medium Term Debt Fund - Growth | 7.1319 | 23.8692 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 12.2774 | 32.962 |
| 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹3,868 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