InvestVerdict
HDFC Medium to Long Term Fund
Regular Plan · Normal IDCW Option · Long Duration · Scheme code 133366
Fund houseHDFC Mutual Fund
CategoryLong Duration
Plan & optionRegular · Normal IDCW Option
History11.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.09 | 2.58 | 2.20 | 4.61 | 6.37 | 5.02 | 5.33 | 5.20 | 5.69 |
| Long Duration category median |
— | — | — | 4.06 | 6.40 | 5.45 | — | 6.25 | — |
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 | 2.8% | -0.05 | -0.07 | — | — | -6.2% | — |
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 |
|---|---|---|---|---|
| 517 | -2.3% | 6.0% | 18.5% | 9% |
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.