Comprehensive analysis of HDFC Medium Term Debt Fund - Direct (IDCW) (28825) 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 indicatorsHover or click any card to view detailed metrics
Good Returns
High Risk
Low Expense Ratio
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
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
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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 | 8.25% |
| Gsec2039 | Govt. Securities | 5.11% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 4.23% |
| Tata Steel Ltd | Steel - Large | 3.90% |
| Kalpataru Projects International Ltd | Transmisson Line Towers / Equipment | 3.85% |
| Pipeline Infra | Debt Others | 3.49% |
| GSEC2034 | Govt. Securities | 3.24% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 3.03% |
| Jubilant Bever. | Debt Others | 2.91% |
| Bajaj Housing Finance Ltd | Finance - Housing - Large | 2.72% |
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) | ₹1290.56 | 4.38% | 8.08% | 7.56% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1290.46 | 4.38% | 8.07% | 7.56% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1246.71 | 3.98% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1246.70 | 3.97% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1100.63 | 4.38% | 8.07% | 7.55% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1059.87 | 3.97% | 7.31% | 6.75% |
| DSP Bond Fund - Direct (G) | ₹87.69 | 4.86% | 8.63% | 7.76% |
| DSP Bond Fund - Regular (G) | ₹82.54 | 4.67% | 8.25% | 7.38% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.51 | 3.64% | 6.92% | 6.50% |
| Sundaram Medium Duration Fund - (G) | ₹69.33 | 3.21% | 6.03% | 5.58% |
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