- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Medium Term Debt Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3803 Cr | ₹2744 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.33 | 1.56 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01913 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.11% | 0.36% |
| 6 Month | 4.41% | 5.04% |
| 1 Year | 8.08% | 13.17% |
| 3 Year | 7.35% | 9.39% |
| 5 Year | 6.43% | 12.25% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.7% | 2.25% |
| 1 Year | 8.02% | 12.67% |
| 3 Year | 7.95% | 10.9% |
| 5 Year | 6.95% | 12.29% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.48% | 9.37% |
| 3 Year | 7.7% | 10.08% |
| 5 Year | 8.12% | 8.81% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.27% | 1.69% |
| Sharp | 0.63% | 1.53% |
| Beta | 1.49% | 1.17% |
| Alpha | -0.56% | 1.55% |
Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 97.87 | 95.86 |
| Real Estate | 0.84 | 1.67 |
| Financial Services | 1.29 | 0.8 |
| Industrials | - | 1.16 |
| Utilities | - | 0.51 |
Top Comparisons
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.92%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.26%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.1%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28%
Quant Mid Cap Fund-Growth
3Y Returns18.76%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.34%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.65%
