HDFC Medium Term Debt Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• stable returns over short to medium term.
• to maximize income while maintaining the optimum balance of yield, safety and liquidity by investing in a range of debt and money market instruments of various maturity dates.
Fund Info
Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 1100.04
Expense Ratio
0.49%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 342291
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HPCL-Mittal Energy Limited
Bond - Corporate Bond
8
Reliance Utilities And Power Private Limited
Bond - Corporate Bond
6
LIC HOUSING FINANCE LIMITED
Bond - Corporate Bond
5
Housing Development Finance Corporation Limited
Bond - Corporate Bond
5
Power Finance Corporation Ltd.
Bond - Corporate Bond
5
Housing And Urban Development Corporation Ltd.
Bond - Corporate Bond
5
Reliance Jio Infocomm Limited
Bond - Corporate Bond
5
HDFC Bank Limited
Bond - Corporate Bond
4
Syndicate Bank
Bond - Corporate Bond
4
Muthoot Finance Limited
Bond - Corporate Bond
4
Asset Allocation(%)
Bond - Corporate Bond
91
Cash
3
Bond - Gov't Treasury
3
Bond - Asset Backed
2
Cash - Collateral
1
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
91
Cash
3
Bond - Gov't Treasury
3
Bond - Asset Backed
2
Cash - Collateral
1
HDFC Mutual Fund
AUM
₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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