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HDFC Mutual Fund · Debt: Medium Duration
HDFC Medium Term Fund - Regular Plan - Growth Option
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 achieved
Fixed IncomeBenchmark · NIFTY Medium Duration Debt Index A-IIITER · 1.30%Inception · 06-02-2002
NAV
₹60.34
+0.05% · as of 13-10-2026
Since inception
7.55%
CAGR
Benchmark (inception)
7.12%
CAGR
Fund size
₹3,499 Cr
AUM
Expense ratio
1.30%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +7.55% CAGR vs benchmark +7.12%.
Portfolio
Where the money is invested
Top holdings
7.18% Government of India5.10%
Siddhivinayak Securitisation Trust PTC ISD 150925 MAT 2809304.75%
5.00% GMR Airport Ltd (13/02/2027)4.33%
7.23% CGL 20393.81%
Jubilant Beverages Ltd (31/05/2028) (ZCB)3.26%
7.83% Small Industries Development Bk of India2.78%
Kalpataru Projects International Ltd2.75%
SK FINANCE LIMITED2.75%
SBFC Finance Limited2.74%
Kosamattam Finance Limited2.71%
Sector allocation
Not available.
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 7.5% p.a.₹10,000
10 years
Projected value
₹17,95,467
Invested: ₹12,00,000
Gained: ₹5,95,467
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Anil Bamboli, Praveen Jain, Bhavyesh Divecha
Manager since fund inception data not available
ISIN & identifiers
AMFI code
101989
ISIN (Growth)
INF179K01913
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Medium Duration funds
ABSL Medium Term Fund Reg Gr
₹43.66
1Y
+7.0%
3Y
+9.7%
5Y
+11.7%
ICICI Pru Medium Term Fund Reg Gr
₹48.45
1Y
+5.4%
3Y
+7.6%
5Y
+6.6%
SBI Medium Term Fund Reg Gr
₹54.69
1Y
+5.0%
3Y
+7.0%
5Y
+6.2%
Axis Medium Term Fund Reg Gr
₹30.04
1Y
+5.0%
3Y
+7.5%
5Y
+6.5%
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios 1) Gr
₹16.83
1Y
+4.7%
3Y
+7.7%
5Y
+6.2%
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