HDFC Medium Term Fund - Direct Plan has delivered 41.38% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #4 in its category based on 5-year returns.
The largest portfolio holding is 718% GOI MAT 240737 with a portfolio weight of 5.15% .
The fund currently owns more than 66 stocks.
The top 10 holdings account for 34.81% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.57% | 2.68% |
| 2 Year Return | 25.58% | 9.32% |
| 3 Year Return | 36.62% | 16.67% |
| 4 Year Return | 50.51% | 25.63% |
| 5 Year Return | 75.27% | 34.78% |
| 6 Year Return | 91.01% | 45.31% |
| 7 Year Return | 124.07% | 57.07% |
| Expense Ratio | 0.68% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.15%
|
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| 2 |
4.83%
|
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| 3 |
4.39%
|
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| 4 |
3.32%
|
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| 5 |
3.01%
|
||
| 6 |
2.99%
|
||
| 7 |
2.80%
|
||
| 8 |
2.78%
|
||
| 9 |
2.78%
|
||
| 10 |
2.76%
|
||
| 11 |
2.75%
|
||
| 12 |
2.74%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC Medium Term Fund - Direct Plan is managed by HDFC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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