HDFC Medium Term Fund Direct-Growth
Debt: Medium Term - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Debt: Medium TermBenchmark: NIFTY Medium Duration Debt Index A-IIICheck Portfolio Overlap →
NAV: ₹65.81-0.14%
22 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 13 Jan, 2014 - 22 Oct, 2026 | 15 Feb, 2016 - 22 Oct, 2026 | 13 Mar, 2018 - 22 Oct, 2026 | 13 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 8.54% | 8.37% | 8.23% | 8.38% |
| Standard deviation | 2.41% | 1.28% | 0.79% | 0.70% |
| Best returns | 13.73% 1 year ending on 04 Sep, 2014 | 12.02% 3 years ending on 04 Oct, 2016 | 9.69% 5 years ending on 29 Oct, 2018 | 10.10% 7 years ending on 20 Nov, 2020 |
| Worst returns | 2.44% 1 year ending on 14 Oct, 2022 | 5.84% 3 years ending on 03 Jan, 2024 | 6.84% 5 years ending on 22 Oct, 2026 | 7.27% 7 years ending on 13 Feb, 2024 |
| Period with positive return | 100.00% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 91.31% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 30.60% | 11.41% | 0.00% | 0.36% |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 60.75% | 54.56% | 70.37% | 98.29% |
| Beat % Benchmark | 37.76% | 14.93% | 12.18% | 2.92% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.24% | -0.36% | 2.57% | 5.25% | 7.70% | 6.65% | 7.33% | 8.02% |
| Debt: Medium Term | 3.62% | -0.66% | 2.09% | 4.49% | 7.55% | 6.69% | 6.32% | - |
| NIFTY Medium Duration Debt Index A-III | -12.33% | -2.73% | -6.15% | -11.34% | 6.82% | 5.85% | 11.40% | - |
| Rank in category | 3 | 2 | 2 | 4 | 6 | 6 | 5 | - |
| Funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 11 | - |