HDFC Medium to Long Term Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HDFC Medium to Long Term Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹839 Cr

Lock In Period

N/A

Expense Ratio

1.36

Exit Load

Nil

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

HDFC Medium to Long Term Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.12-0.73296.85
6M2.331.11314.88
1Y5.103.37338.55
3Y6.498.9724.43

Portfolio Analysis

  • Equity:
  • Debt: 99.11%
  • Others
As on: 2026-08-15
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About Fund HDFC Medium to Long Term Fund - Growth

HDFC Medium to Long Term Fund - Growth managed by HDFC Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹839 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.36. Under the expert guidance of Anupam Joshi ,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

Anupam Joshi

Mr. Anupam holds P.G. Diploma in Business Management. He has over 5 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Bond Fund - Growth41,841 CR1.65
JM Medium to Long Term Fund - Growth Growth030 CR1.08
HDFC Medium to Long Term Fund - Growth4839 CR1.36
ICICI Prudential Medium to Long Term Fund Growth51,992 CR0.95
ICICI Prudential Bond Fund - Institutional Plan Growth04,084 CR1.09
Fund Name1Y3Y
This FundKotak Bond Fund - Growth5.482720.3543
This FundJM Medium to Long Term Fund - Growth Growth4.220520.359
This FundHDFC Medium to Long Term Fund - Growth5.102520.7633
This FundICICI Prudential Medium to Long Term Fund Growth5.736722.733
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274

HDFC Medium to Long Term Fund - Growth FAQs

HDFC Medium to Long Term 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 to Long Term Fund - Growth is 1.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Medium to Long Term Fund - Growth’s fund performance is as follows:
  • 1 Month : -0.12%
  • 6 Months : 2.33%
  • 1 Year : 5.10%
  • 3 Years : 6.49%
Returns of HDFC Medium to Long Term Fund - Growth are updated daily based on NAV of ₹ 60.5632 as on Aug 28,2026. Since inception, the return has been 20.76%.

You can invest in HDFC Medium to Long Term 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 to Long Term Fund - Growth is ₹839 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Medium to Long Term Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.