HDFC Medium Term Debt Direct Plan

Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 1171.97
Expense Ratio
0.49%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
37.4252
(0.03 %)
NAV as on 2019-01-23
Returns
Fund
HDFC Medium Term Debt Direct Plan
1 Year
6.59%
3 Year
8.24%
5 Year
8.8%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 0%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,116
Portfolio Value
116
Total Returns