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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)	₹3804 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	-0.18%	0.11%
6 Month	4.24%	4.86%
1 Year	7.84%	13%
3 Year	7.27%	9.31%
5 Year	6.49%	12.31%

SIP Return Analysis

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.45%	2.03%
1 Year	7.61%	11.55%
3 Year	7.81%	10.7%
5 Year	6.87%	12.05%

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

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