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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon 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) ₹3863 Cr ₹2526 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 -0.09% 0.33%
6 Month 4.8% 7.59%
1 Year 8.99% 13.91%
3 Year 7.69% 14.89%
5 Year 6.64% 13.25%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 2.15% 3.1%
1 Year 8.75% 14.02%
3 Year 8.1% 11.04%
5 Year 6.98% 12.44%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.46% 9.31%
3 Year 7.7% 10.07%
5 Year 8.13% 8.79%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.26% 9.14%
Sharp 0.81% 0.85%
Beta 1.46% 3.84%
Alpha -0.44% 3.98%

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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 98.69 95.74
Financial Services 1.31 1
Real Estate - 1.13
Industrials - 1.52
Utilities - 0.6

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