Comprehensive analysis of HDFC Medium Term Debt Fund (IDCW-F) (932) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Asset Management Company Ltd
To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Moderate Expenses
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Historical performance consistency
Fund management costs
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2037 | Govt. Securities | 8.27% |
| GSEC2037 | Govt. Securities | 8.25% |
| Gsec2039 | Govt. Securities | 5.11% |
| Gsec2039 | Govt. Securities | 5.11% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 4.23% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 4.23% |
| Tata Steel Ltd | Steel - Large | 3.91% |
| Tata Steel Ltd | Steel - Large | 3.90% |
| Kalpataru Projects International Ltd | Transmisson Line Towers / Equipment | 3.86% |
| Kalpataru Projects International Ltd | Transmisson Line Towers / Equipment | 3.85% |
Compare against Medium Duration Fund category average
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1286.71 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1286.62 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1097.35 | 5.30% | 9.72% | 8.11% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1058.16 | 4.96% | 8.95% | 7.29% |
| DSP Bond Fund - Direct (G) | ₹87.36 | 5.71% | 10.06% | 8.22% |
| DSP Bond Fund - Regular (G) | ₹82.28 | 5.54% | 9.68% | 7.84% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.41 | 4.69% | 8.52% | 7.03% |
| Sundaram Medium Duration Fund - (G) | ₹69.32 | 4.25% | 7.58% | 6.08% |
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