1 Year Return
as 21st Jan 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
0% if redeemed within 12 months.
|Fund Managers||Shobhit Mehrotra, Chirag Setalvad|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderate Risk|
|7.26% Govt Stock 2029||7.40%|
|Treps - Tri-Party Repo||5.86%|
|Reliance Utilities And Power Private Limited||5.39%|
|Power Finance Corporation Ltd.||4.45%|
|LIC HOUSING FINANCE LIMITED||4.41%|
HDFC Mutual fund is one of the leading names in the field of the mutual fund industry. It’s one of the most profitable AMC in India in term of net profits. Since, its inception, this AMC is the second to list on the stock exchanges of our country. It has more than Rs 3 lakh crore of asset under management. Its profit has grown every year after the start of their operation.
HDFC Mutual Fund is an investment program which provides investors a wide range of investment option like equity, debt and balanced. It has left no stone unturned to cater investors from all walks of life. Be it any financial goals- long term, short term, tax saving and retirement. HDFC has schemes for every type of investor. Most of the HDFC Mutual Fund product have a CRISIL rating of more than 3. Any investor can choose from the list of products depending upon their risk profile.
HDFC Medium Term Debt Fund is a debt mutual fund scheme from HDFC mutual fund. It was launched on 1st January 2013. Talking about AUM, it has INR 1094.32 crores and the latest NAV declared is INR 39.715, dated as/on 19th August 2019.
The return performance in the last 1 year is 9.65%; the last 3 years is 25.48% & 75.12% since the launch. The minimum investment with this scheme is INR 500.
This scheme seeks to generate capital/income appreciation through investments in money and debt market instruments.
Currently, the fund is managed by Shobhit Mehrotra.