Mutual Fund

1. Description:

   • HDFC Medium Term Debt Fund is an open-ended debt scheme that aims to maintain a Macaulay Duration of 3 to 4 years. The primary objective is to generate income and capital appreciation by investing in debt and money market instruments.

2. Asset Class:

   • Debt

3. Asset Sub-Class:

   • Medium Duration

4. Performance Metrics:

   • 1-Year Return: 7.83%

   • 3-Year Return: 6.25%

   • 5-Year Return: 6.76%

   • CAGR (Last 5 Years): 6.76%

   • XIRR: Not explicitly available

5. Expense Ratio:

   • 1.27%

6. Minimum Investment Amount:

   • Lump Sum Investment: ₹100

   • Additional Investment: ₹100

   • SIP Investment: ₹100

7. Lock-in Period:

   • None

8. Exit Load:

   • Nil

9. Asset Allocation:

   • Debt Instruments: Around 90.75%

     • Government Securities: 30.86%

     • Corporate Bonds & Others: 59.89%

   • Cash & Others: Around 4.49%

10. Fund Managers:

    • Shobhit Mehrotra: Managing the fund since September 1, 2007.

    • Amar Kalkundrikar: Co-managing since January 10, 2019.

Note: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.