HDFC Medium Term Debt Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

HDFC Medium Term Debt Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

3,645 Cr

Lock In Period

N/A

Expense Ratio

1.33

Exit Load

Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

HDFC Medium Term Debt Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.290.37298.31
6M3.592.62316.78
1Y5.885.12340.09
3Y7.2914.3539.54

Portfolio Analysis

  • Equity:
  • Debt: 95.38%
  • Others
As on: 2026-07-15
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About Fund HDFC Medium Term Debt Fund - Growth

HDFC Medium Term Debt Fund - Growth managed by HDFC Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹3,645 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.

Fund Managers

Anil Bamboli

Mr. Anil holds a Masters in Management Studies in Finance and a Graduate in Cost and Works Accountant from ICWAI. Has an experience of 10 years in Management and Research. Prior joining HDFC, had worked with SBI Fund Management Pvt. Ltd. as Deputy Manager from 1994 to 2003.

Peer Comparison

Fund Name1Y3Y
This FundDSP Bond Fund Growth4.940723.1477
This FundHSBC Medium Duration Fund Growth5.286623.4779
This FundHDFC Medium Term Debt Fund - Growth5.900823.5676
This FundAditya Birla Sun Life Medium Term Plan Growth8.428432.8515
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

HDFC Medium Term Debt Fund - Growth 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 : 0.29%
  • 6 Months : 3.59%
  • 1 Year : 5.88%
  • 3 Years : 7.29%
Returns of HDFC Medium Term Debt Fund - Growth are updated daily based on NAV of ₹ 60.0813 as on Jul 30,2026. Since inception, the return has been 23.52%.

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 ₹3,645 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.