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HDFC Medium Term Debt Fund Growth INF179K01913

Morningstar’s Analysis

Growth of 10,000


Articles related to this fund


Asset Allocation

Asset Class Investment Category Index
Equity 1.33 1.13 0.00
Fixed Income 93.26 78.21 100.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 5.13 20.38 0.00
Other 0.29 0.28 0.00

Stock Style

People

Inception Date
Feb 06, 2002
Number of Managers
2
Longest Tenure
17.4 Years
Average Tenure
9.5 Years
Advisor(s)
HDFC Asset Management Co Ltd

Management Team

Sep 01, 2007 –Present
Jun 22, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
2 0
Bond Holding
77 0
Other Holding
5 0
Total Holding
84 0
Equity Holdings
2
Bond Holdings
77
Other Holdings
5
Total Holdings
84
% Assets in Top 10 Holdings
33
Reported Turnover %
25.16
As of 03 / 31 / 24
Women Directors %
Women Executives %
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
0.69 Mar 15, 2024 270,777,000
INR Indian Rupee
Financial Services
0.64 Jan 15, 2025 250,429,000
INR Indian Rupee
Financial Services
Holdings as of Jan 31, 2025 | The top 84 largest holdings are available for display across Equity, Bond and Other.


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