HDFC Mutual Funds

HDFC Income Fund Direct Plan Growth

₹ 63.71

NAV (Apr 04)

7.549%
3 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within medium to long duration mutual funds.Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.

The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Consistency of Credit quality

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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Scheme Information

Investment Objective

The scheme seeks to generate income / capital appreciation through investments in debt and money market instruments.

Expense Ratio
0.8 %
Launched 12Y ago
2013-01-01
AUM in Crores
870
ISIN
INF179K01WL3
Lock-in (days)
No Lock-in
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
2.2
Beta
1.5
Sharpe Ratio
0.2
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-31

Top Debt Holdings

GOI

20.48%
20.48%

GOI

12.26%
12.26%

GOI

11.75%
11.75%

GOI

9.02%
9.02%

GOI

7.86%
7.86%
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Frequently Asked Questions

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