HDFC Medium to Long Term Fund
Direct Plan · Normal IDCW · Long Duration · Scheme code 133365
Fund houseHDFC Mutual Fund
CategoryLong Duration
Plan & optionDirect · Normal IDCW
History11.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.04 | 2.73 | 2.51 | 5.23 | 6.92 | 5.97 | 6.21 | 6.00 | 6.69 |
| Long Duration category median |
— | — | — | 2.57 | 6.28 | 7.11 | — | — | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.0% | 0.14 | 0.20 | — | — | -6.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 2,588 | -1.8% | 6.9% | 19.7% | 4% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.