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HDFC Medium Term Debt Fund - IDCW Option - Direct Plan
HDFC Mutual Fund · Income/Debt Oriented · Medium Term Fund
₹22.06
AUM: —
NAV updated 9 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Sharpe Ratio
0.3
Std Dev (1Y)
1.38%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.02%
3m
+1.61%
6m
+3.57%
1y
+6.63%
3y
+5.52%
5y
+4.35%
10y
+6.32%
since inception
+6.87%
TopFund's Take on HDFC Medium Term Debt Fund - IDCW Option - Direct Plan
HDFC Medium Term Debt Fund - IDCW Option - Direct Plan is a Medium Term Fund fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.3 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.38% 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 - IDCW Option - Direct Plan
The current NAV (Net Asset Value) of HDFC Medium Term Debt Fund - IDCW Option - Direct Plan is ₹22.06. NAV is updated every business day after market close by AMFI.
1Y: 6.63% · 3Y CAGR: 5.52% · 5Y CAGR: 4.35%
Expense ratio data for HDFC Medium Term Debt Fund - IDCW Option - Direct Plan is not yet available.
HDFC Medium Term Debt Fund - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.
HDFC Medium Term Debt Fund - IDCW Option - Direct Plan is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
HDFC Medium Term Debt Fund - IDCW Option - 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 - IDCW Option - 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.
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