Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan
HDFC Mutual Fund · Income/Debt Oriented · Medium Term Fund
₹10.09
AUM: —
NAV updated 9 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Sharpe Ratio
-2.94
Std Dev (1Y)
2.27%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.17%
3m
-0.44%
6m
-0.03%
1y
-0.28%
3y
-0.1%
5y
-0.04%
10y
-0.53%
since inception
-0.36%
TopFund's Take on HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan
HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is a Medium Term Fund fund from HDFC Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -2.94 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.27% is on the lower side for a Medium Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan
The current NAV (Net Asset Value) of HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is ₹10.09. NAV is updated every business day after market close by AMFI.
1Y: -0.28% · 3Y CAGR: -0.1% · 5Y CAGR: -0.04%
Expense ratio data for HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is not yet available.
HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is managed by HDFC Mutual Fund.
HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan is a Medium Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HDFC Medium Term Debt Fund - Fortnightly IDCW Opt - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.