HDFC Medium Term Debt Fund Mutual fund

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HDFC Medium Term Debt Fund

Q: How to Invest in HDFC Medium Term Debt Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is HDFC Medium Term Debt Fund good?

The HDFC Medium Term Debt Fund has an AUM of ₹3945.02 Cr as on 5/28/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.23%. The risk is Moderately High against the category average of 26.78.

Q: Is HDFC Medium Term Debt Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of HDFC Medium Term Debt Fund?

There is no lock-in period applicable on HDFC Medium Term Debt Fund.

Q: What is the expense ratio of HDFC Medium Term Debt Fund?

The expense ratio of HDFC Medium Term Debt Fund is 1.27%.

Debt

●

Medium Duration

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Fund Details

Current NAV

₹56.48

Expense Ratio

1.27%

Min SIP

₹100

Fund Size

₹3945Cr

Min Investment

₹100

Lock In

NA

Scheme Information Document

Exit load: Nil

Fund Performance

Alpha

0.08%

Beta

0.48

Sharpe Ratio

0.6329

Risk

7.77%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

HDFC Medium Term Debt Fund FAQs

Q1. How to Invest in HDFC Medium Term Debt Fund through Rupeezy?

Q2. Is HDFC Medium Term Debt Fund good?

Q3. Is HDFC Medium Term Debt Fund tax free?

Q4. What is the lock-in period of HDFC Medium Term Debt Fund?

Q5. What is the expense ratio of HDFC Medium Term Debt Fund?

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Company

Astha Credit & Securities Pvt Ltd
NSE, BSE & MCX SEBI
Reg No:INZ000187932

Membership ID:

NSE - 12227, BSE-6844
MCX - 40000
NSDL-IN303420
CDSL-94500

CIN:

U65929MP2003PTC016241

SEBI Depository Participant Reg No:

IN-DP-611-2021

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gyanesh@rupeezy.in
9669695615

SEBI RA Registration:

INH000013332

AMFI Registration:

ARN-35911

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Awareness regarding guidelines regarding margin collection:

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020
Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge
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All investors are requested to take note that 6 KYC attributes i.e. Name, PAN, Address, Mobile Number, Email id and Income Range have been made mandatory. Investors availing custodian services will be additionally required to update the custodian details.
The last date to update KYC is on or before March 31, 2022.
Thereafter non-compliant trading accounts will be blocked for trading by the Exchange.
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The investors are hereby requested to comply with the regulatory guidelines issued by Exchanges and Depositories from time to time with regard to KYC compliance and related requirements.
We do proprietary trading

Client Bank Account Details:

Sr. No	Name of Bank Account	Bank Account Number	IFSC Code
1	ASTHA CREDIT AND SECURITIES P LTD - USCNBA A/c	00620340000150	HDFC0000062

*Investors are requested to note that Stock broker Astha Credit and Securities Private Limited is permitted to receive/pay money from/to investor through designated bank accounts only named as client bank accounts. Stock broker Astha Credit and Securities Private Limited is also required to disclose these client bank accounts to Stock Exchange. Hence, you are requested to use following client bank accounts only for the purpose of dealings in your trading account with us. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker.

Disclaimer:

Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
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For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
Before investing in the asset class consider your investment objectives, level of experience and risk appetite carefully.
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Mutual Funds are not an approved product of the Exchanges and any dispute related to this will not be dealt at Exchange platform. ACSPL is a Mutual fund distributor/s registered for Mutual Funds.

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