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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	0.6%	0.72%
6 Month	3.25%	4.25%
1 Year	7.85%	11.39%
3 Year	7.58%	9.57%
5 Year	6.19%	12.54%

SIP Return Analysis

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.44%	1.7%
1 Year	7.33%	9.86%
3 Year	7.78%	10.55%
5 Year	6.97%	11.8%

Rolling Lumpsum Returns

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.58%	9.43%
3 Year	7.71%	10.01%
5 Year	8.12%	8.85%

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	95.66
Real Estate	0.88	1.8
Financial Services	1.25	0.81
Industrials	-	1.18
Utilities	-	0.55

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