| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| HDFC Medium Term Debt Fund - Growth Option | 8.02 | 7.36 | 5.86 | 6.49 | 7.16 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 10.5 | 8.64 | 13.78 | 11.26 | 8.39 |
| Kotak Medium Term Fund - Growth | 8.97 | 7.55 | 6.08 | 6.26 | 7.04 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 8.69 | 7.94 | 6.55 | 7.04 | 7.49 |
| Nippon India Strategic Debt Fund - Growth Option | 8.34 | 7.65 | 5.75 | 1.2 | 3.34 |
| HSBC Medium Duration Fund - Regular Growth | 8.21 | 7.56 | 5.88 | 6.35 | 0 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 8.08 | 7.63 | 6.22 | 6.9 | 7.99 |
| ICICI Prudential Medium Term Bond Fund - Growth | 8.03 | 7.5 | 6.39 | 6.99 | 7.42 |
| Invesco India Medium Duration Fund - Regular - Growth | 7.84 | 6.94 | 5.16 | 0 | 0 |
| DSP Bond Fund - Growth | 7.63 | 7.31 | 5.83 | 6.14 | 6.11 |
| Based On | HDFC Medium Term Debt Fund - Growth Option | BSE India Bond Index | Debt: Medium Duration |
|---|---|---|---|
| CAGR since inception | 7.62% | 8.74% | 6.83% |
| 1 Year | 8.02% | 7.49% | 8.09% |
| 3 Year | 5.86% | 5.99% | 6.23% |
| 5 Year | 6.49% | 7.41% | 6.06% |
| 10 Year | 7.16% | 8.41% | 6.71% |
| Nav / Index Value as on2025-01-03 | 3,978.55% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 4.41 |
| Debt | 93.92 |
| Mutual Funds | 0.27 |
| Cash & Cash Equivalents | 1.4 |
| Company | Holding |
|---|---|
| TATA STEEL LIMITED | 3.67 |
| 6.1% Government of India (12/07/2031) | 2.41 |
| THE TATA POWER COMPANY LIMITED | 1.92 |
| 7.26% Government of India (22/08/2032) | 1.55 |
| INDIAN OIL CORPORATION LIMITED | 1.26 |
| MAHINDRA RURAL HOUSING FINANCE LIMITED | 1.25 |
| JM FINANCIAL PRODUCTS LIMITED | 1.25 |
| NUVOCO VISTAS CORPORATION LIMITED | 1.25 |
| NTPC LIMITED | 1.23 |
| POWER FINANCE CORPORATION LTD. | 1.19 |
To calculate the HDFC Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
