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HDFC Medium Term Debt Fund(FN-IDCW Reinv)

IDCW

DebtMedium Duration Fund

Mid-size FundAssets Under Mgmt: ₹ 4,016 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

10.120.13% (+0.01)

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DebtMedium Duration Fund

Mid-size FundAssets Under Mgmt: ₹ 4,016 Cr

Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.65	7.74	5.80

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.01	7.50	4.51

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Not allowed	Not allowed

BenchmarkBenchmark
NIFTY Medium Duration Debt Index

About Medium Duration Fund

Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.

Peers & Comparison

Comparing 3 mutual funds from
DebtMedium Duration Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
HDFC Medium Term Debt Fund(FN-IDCW Reinv)	0.16%	0.03%	-0.39%
SBI Magnum Medium Duration Fund(IDCW-Payout)	8.84%	6.64%	6.17%
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout)	0.75%	0.78%	0.70%
Aditya Birla SL Medium Term Plan(IDCW)	3.78%	7.65%	4.10%

Price Comparison

Compare HDFC Medium Term Debt Fund(FN-IDCW Reinv) with any MF, ETF, stock or index

HDFC Medium Term Debt Fund(FN-IDCW Reinv)

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AMC Profile

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

No.of Schemes
82
Total AUM
₹ 7,58,907.63 Cr.

Fund Manager Profile

Shobhit Mehrotra

AUM: ₹43,676.43 Cr.

Exp: 20yrs

Qualification

B. Text.,M.S. MBA(Clemson University, SC,USA)

Past Experience

Mr. Shobhit Mehrotra has collective experience of over 20 years in Fixed Income markets, Fixed Income dealing and credit rating etc. He is with HDFC AMC since Feb 2004. Prior to this he has worked with Templeton Asset Management (India) Pvt Ltd. And ICRA Ltd.