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HDFC Medium Term Debt Fund - Growth Option

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3880 Cr	₹2734 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	0.58%	0.64%
6 Month	2.92%	3.9%
1 Year	7.85%	11.3%
3 Year	7.69%	9.65%
5 Year	6.16%	12.51%

SIP Return Analysis

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.37%	1.75%
1 Year	7.11%	9.81%
3 Year	7.71%	10.52%
5 Year	6.93%	11.79%

Rolling Lumpsum Returns

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.5%	9.4%
3 Year	7.69%	10.06%
5 Year	8.11%	8.84%

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%	1.71%
Sharp	0.69%	1.57%
Beta	1.07%	0.86%
Alpha	-0.42%	1.67%

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	95.61
Real Estate	0.88	1.84
Financial Services	1.24	0.8
Industrials	-	1.2
Utilities	-	0.54

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