TickerKhojHDFC Mutual Fund · Debt · Medium Term · Regular plan
HDFC Medium Term Fund - Regular Plan - Growth
₹60.2272NAV on 30 Oct 2026Expense ratio 1.30%
29 Oct 2025NAV low 57.49 · high 60.48+4.7%
In plain words
Over 3 years it returned +7.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.6%.
On 3-year return it ranks 5 of 12 funds in Medium Term.
A monthly SIP over 10 years ended ₹67,561 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | +0.2% | -5.1% |
| 6 months | +2.7% | -3.2% |
| 1 year | +4.8% | -10.2% |
| 3 years (yearly) | +7.0% | +7.4% |
| 5 years (yearly) | +6.0% | +6.5% |
| 10 years (yearly) | +6.6% | +11.3% |
| Since start (yearly) | +7.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,336 | +4.6% |
| 3 years | ₹3,60,000 | ₹3,97,315 | +6.2% |
| 5 years | ₹5,90,000 | ₹6,95,600 | +6.4% |
| 10 years | ₹11,90,000 | ₹16,64,946 | +6.5% |
Other plan of this fund: HDFC Medium Term Fund - Direct Plan - Growth