Fundalysisby DARKHORSESTOCKS

Scheme

HDFC Medium to Long Term Fund

Holds 1 companies worth ₹4.6 Cr in Sept 2026.

  • Fund house

    HDFCThe fund house that runs this scheme.

  • AUM

    ₹813 CrHDFC Medium to Long Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.1% on Aug 2026, ₹830 Cr.

  • Largest holding

    Embassy Office Parks ReitEmbassy Office Parks Reit is 0.6% of this scheme's NAV.

  • Fund manager

    Anupam JoshiRuns it since 7 Mar 2026, as the fund house dates it. With Gopal Agrawal (overseas).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026813−2.1%
Aug 20268300.0%
Jul 2026830−0.3%
Jun 2026833+1.9%
May 2026817−1.1%
Apr 2026826+0.8%
Mar 2026820−4.2%
Feb 2026856−2.7%
Jan 2026879−0.3%
Dec 2025881−0.6%
Nov 2025887−3.0%
Oct 2025915−2.2%
AUM at month end, Sept 2026
₹813 Cr
−11.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202644.96%−0.24 pt
Jun 202645.19%+0.84 pt
Mar 202644.35%−0.04 pt
Dec 202544.39%−1.06 pt
Direct plans' share of AUM, Sept 2026
44.96%
+0.56 pt since Dec 2025
Fig. 2.HDFC Medium to Long Term Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium to Long Duration Debt A-III Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.71%−0.76%––−0.69%
3 months *
−0.75%−0.90%––−0.54%
6 months *
+2.50%+2.21%––+2.50%
1 year
+3.16%+2.55%+2.36%+0.80 pt+3.40%
3 years
+6.90%+6.37%+6.65%+0.25 pt+6.90%
5 years
+5.70%+4.76%+5.50%+0.20 pt+6.01%
10 years
+5.69%+4.90%+6.64%−0.95 pt+6.57%
Since launch
+6.97%+7.12%+7.52%−0.55 pt+7.47%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium to Long Duration Debt A-III Index. * From NAVs. Source: AMFI.