debtLow risk

HDFC Medium Term Fund - Direct Plan - IDCW Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From HDFC Mutual Fund. It's been running since 22 Oct 2014.

Latest price per unit

₹22.0607

▲ 0.13% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.2k gain · 7.2% / year

Invested 3 years ago

₹1.18 L

▲ ₹17.8k gain · 5.6% / year

Invested 5 years ago

₹1.24 L

▲ ₹24.1k gain · 4.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.1%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-6.66%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.19%

CAGR — 3 years5.61%

CAGR — 5 years4.41%

CAGR — since launch6.90%

Volatility — 1 year (annualised)1.35%

Volatility — 3 years (annualised)4.08%

Max drawdown — 1 year-0.61%

Max drawdown — 3 years-6.66%

Sharpe ratio — 1 year (rf=6%)0.93

Sharpe ratio — 3 years (rf=6%)-0.07

Fund info

Fund house: HDFC Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF179KA1D90
ISIN (Div re-invest): INF179KA1D82
Fund code: 132853
First price on record: 22 Oct 2014 · 2,870 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.