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HDFC Medium Term Debt Fund Regular-IDCW
Debt, Medium Duration, Principal at moderately high risk
1 Year Return 7.46%
Fund Details
NAV 19.7077
Sub-Type Medium Duration
Rating 1
Min. SIP Amount 100.0
Fund Age(Year) 11.33
Fund Size 3861.91
Fund Performance
1 Month 0.84%
3 Month 1.24%
6 Month 3.05%
1 Year 7.46%
3 Year 7.52%
5 Year 6.27%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.82% Ret 1Y 10.21% Ret 3Y 10.08% Ret 5Y 12.08%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.84% Ret 1Y 7.96% Ret 3Y 8.07% Ret 5Y 6.79%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.84% Ret 1Y 7.96% Ret 3Y 8.07% Ret 5Y 6.79%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.84% Ret 1Y 7.96% Ret 3Y 8.07% Ret 5Y 6.79%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.84% Ret 1Y 7.96% Ret 3Y 8.07% Ret 5Y 6.79%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.33%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bhavyesh Divecha
Education CFA-L3, PGDM (IIM Ahmedabad), B.E. Computers.
Experience Prior to Joining the HDFC AMC, he has worked with L&T Investment Management Limited, ICRA Ltd, FinIQ Consulting Private Ltd and Tata Consultancy Services Ltd.
Shobhit Mehrotra
Education He is an MBA from Clemson University, USA.
Experience Prior to joining HDFC AMC he has worked with Franklin Templeton AMC, and ICRA.
Dhruv Muchhal
Education Mr. Dhruv has done B.Com, CA and CFA
Experience Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk%
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2014-10-22
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (99.99999999999999%) Sector Allocation Securitised Debt 9.87 Infrastructure Investment Trust 1.9 Net Current Assets 2.74 Debt Credit Ratings AAA 23.18 SOV 19.56 AA+ 18.76 AA 15.99 AA- 8.92 Debt Category Tata Power Renewable Energy 1.31 Infopark Properties 1.29 Universe Trust 0.96 Mahindra Rural Housing Finance 0.65
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