Mutual Funds
HDFC Medium Term Debt Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Medium Duration 		Total Net Assets (mil)
41,979.76 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
 Fund Benchmark
Nifty Medium Duration Debt TR INR


TRAILING RETURNS (%) FUND CATEGORY
3M 2.07 1.68
6M 3.52 2.98
1Y 7.61 6.63
3Y* 5.72 5.86
5Y* 6.73 5.08
10Y* 7.47 6.15
Data Through 18/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 - - - -
2023 1.48 2.21 1.37 1.51
2022 0.82 -1.32 1.68 1.70
2021 0.33 1.93 2.04 0.66
2020 2.60 1.49 2.32 3.25
RISK MEASURES
3Y Alpha -0.15
3Y Beta 1.19
3Y R-Squared 89.60
3Y Info Ratio -0.19
3Y Tracking Error 0.52
3Y Sharpe Ratio 0.16
3Y Std Dev 1.49
3Y Risk bel avg
5Y Risk bel avg
10Y Risk bel avg

Morningstar Style BoxTM


* Report as of 19 Mar 2024


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