HDFC Medium Term Debt (Debt, Debt Medium Duration)

17 yrs 1 monthsStarted on:06 Feb 2002
₹ 1097.56 Cras on: 22 Feb 2019
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.

Exit Load


Scheme Documents

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TenureReturns (CAGR)
1 Month0.42
3 Month2.04
1 YR6.33
2 YR5.89
3 YR7.70

SIP Returns

TenureReturns (CAGR)
1 YR6.77
2 YR5.77
3 YR6.17
5 YR7.13
10 YR7.88


Company Name% Assets
HPCL Mittal Energy Ltd. 03/09/2021 4.00%7.72
Jamnagar Utilities and Power Pvt. Ltd. 26/04/2023 8.95%5.66
LIC Housing Finance Ltd. 01/09/20194.63
Power Finance Corpn. Ltd. 20/02/2020 8.82%4.57
Housing & Urban Development Corpn. Ltd. 19/03/2020 7.70%4.53
HDFC Bank Ltd. 31/12/2099 8.85%4.48
Syndicate Bank 9.95%4.03
Indiabulls Housing Finance Ltd. 19/03/20193.7
Muthoot Finance Ltd. 19/06/2021 8.75%3.51
LIC Housing Finance Ltd. 25/02/20202.42

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation2.09%
Sharpe Ratio0.5

Shobhit Mehrotra,Amar Kalkundrikar

He is an MBA from Clemson University, USA.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Shobhit Mehrotra,Amar Kalkundrikar