Aeterna Wealth
Medium to Long Term · Regular plan · Growth

HDFC Medium to Long Term Fund (Regular)

HDFC Mutual Fund · benchmark: the median Medium to Long Term fund · 20.6 years old · AMFI code 100124

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 5 of 12 in Medium to Long Term

B (middle of the peer group), score 46.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.2%2.3%-0.1%9 / 13
1 year2.9%3.2%-0.2%7 / 13
3 years (a year)6.2%6.0%+0.2%3 / 12
5 years (a year)4.8%5.0%-0.2%8 / 12

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y3.1%
Max fall, 5Y-3.4%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HDFC Medium to Long Term Fund (Regular plan)?

₹60.38 on 6 Nov 2026 (Growth option).

What is the expense ratio of HDFC Medium to Long Term Fund (Regular)?

1.36% a year; the Direct plan's is 0.80%.

What return has HDFC Medium to Long Term Fund given over 3 years?

6.2% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.0% for the median Medium to Long Term fund.

How is HDFC Medium to Long Term Fund rated?

B: 5 of 12 Regular plans in Medium to Long Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.