HDFC Medium Term Debt Fund - IDCW Option

HDFC Medium Term Debt Fund - IDCW Option is a scheme launched by HDFC Mutual Fund on October 22, 2014, and falls under the Medium Duration fund category. It currently manages an AUM of Rs 3,929.46 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.33% for managing the portfolio.

• Investing Strategy:

  To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.

• Performance:

  HDFC Medium Term Debt Fund - IDCW Option trailing returns over different times are 7.49% (1 year), 3.25% (3 year) and 3.95% (5 year). The average annual return of this fund stands at 5.73%.