HDFC Medium Term Debt Fund Direct Growth

Scheme code: INF179K01WI9 NAV value: ₹ 60.2309 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.269.858.367.8
3 year5.328.326.566.13
5 year6.889.187.846.62
7 year6.869.578.147.32
10 year7.778.618.127.97
12 year8.108.308.198.19

Rolling return for 1 year

- Average return: 8.36% - Median return: 8.39% - Average standard deviation: 0.54

Rolling return for 3 year

- Average return: 6.56% - Median return: 6.55% - Average standard deviation: 0.21

Rolling return for 5 year

- Average return: 7.84% - Median return: 7.66% - Average standard deviation: 0.13

Rolling return for 7 year

- Average return: 8.14% - Median return: 7.89% - Average standard deviation: 0.1

Rolling return for 10 year

- Average return: 8.12% - Median return: 8.12% - Average standard deviation: 0.07

Rolling return for 12 year

- Average return: 8.19% - Median return: 8.18% - Average standard deviation: 0.05

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,46,92646,9263.92
3 year36,00,00039,47,2233,47,2233.12
5 year60,00,00072,21,11112,21,1113.78
7 year84,00,0001,10,37,70826,37,7083.98
10 year1,20,00,0001,76,27,03056,27,0303.92
12 year1,44,00,0002,33,09,40789,09,4074.10

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,46,926 - Absolute Returns: ₹46,926 - CAGR: 3.92%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,47,223 - Absolute Returns: ₹3,47,223 - CAGR: 3.12%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,21,111 - Absolute Returns: ₹12,21,111 - CAGR: 3.78%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,37,708 - Absolute Returns: ₹26,37,708 - CAGR: 3.98%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,76,27,030 - Absolute Returns: ₹56,27,030 - CAGR: 3.92%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,33,09,407 - Absolute Returns: ₹89,09,407 - CAGR: 4.1%