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Fund comparison

HDFC Medium Term Debt Fund vs Union Medium Duration Fund

A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.

Medium DurationvsMedium Duration
Head to head

The facts, side by side

Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.

HDFC Medium Term Debt Fund vs Union Medium Duration Fund: category, latest NAV, trailing 1/3/5-year returns, annualised volatility and maximum drawdown, direct plan — facts only, not a recommendation.
MetricHDFC Medium Term Debt FundHDFC Mutual FundUnion Medium Duration FundUnion Mutual Fund
CategoryMedium DurationMedium Duration
Latest NAV₹65.44as of 14 Jul 2026₹12.59as of 29 Jan 2025
1-year return (CAGR)+6.4%+8.0%
3-year return (CAGR)+7.9%+5.7%
5-year return (CAGR)+7.0%—
Annualised volatility2.1%2.0%
Maximum drawdown-3.5%-2.8%
How they compare

What the numbers say

Each line states the same metric for both funds over a named period.

  • Over the trailing 3 years, HDFC Medium Term Debt Fund's annualised return (CAGR) was 7.9% versus Union Medium Duration Fund's 5.7%. Past performance is not indicative of future results.

  • Over the available NAV history, HDFC Medium Term Debt Fund's annualised volatility was 2.1% and Union Medium Duration Fund's was 2.0%.

  • Over the available NAV history, HDFC Medium Term Debt Fund's maximum drawdown was -3.5% and Union Medium Duration Fund's was -2.8%.

  • HDFC Medium Term Debt Fund is categorised as Medium Duration and Union Medium Duration Fund as Medium Duration.

These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.

Go deeper

Open each fund, or build your own comparison

See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.

HDFC Medium Term Debt Fund Union Medium Duration Fund Interactive compare tool

Frequently asked questions

Over the trailing 3 years, HDFC Medium Term Debt Fund's annualised return (CAGR) was 7.9% and Union Medium Duration Fund's was 5.7% — so HDFC Medium Term Debt Fund recorded the higher 3-year figure over that period. This is a historical fact computed from past NAV, not a view on which fund is right for you. Past performance is not indicative of future results.

Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX

Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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