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HDFC Medium Term Debt Fund - Growth Option

HDFC · Medium Duration
Moderate
₹59.73
Current NAV
25 Jun 2026
31.2%
1Y Return
9.2%
3Y CAGR
21.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.32%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.52
Sharpe Ratio
0.72
Beta
-1.48
Alpha
0.58
Sortino
Fund Details
Fund House HDFC
Category Medium Duration
AUM ₹8570 Cr
Expense Ratio 2.32%
Min SIP ₹500
Min Lumpsum ₹1000
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