Medium to long duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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.
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Rolling Returns metric has been Poor
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 20)
6 Month CAGR
To generate income / capital appreciation through investments in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Launched (23y ago)
Sep 11, 2000
AUM in Crores
NIFTY Medium to Long Dur Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HDFC Income Fund (Growth)||830,002||97,390||5.2%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
7.26 8/22/2032 12:00:00 am19.7%
7.54 5/23/2036 12:00:00 am18.1%
7.69 10/30/2034 12:00:00 am9.3%
7.41 12/19/2036 12:00:00 am6.6%
|Fund Name||Fund Size||Rolling Returns|
₹ 47,245 cr
₹ 14,457 cr
₹ 20,146 cr
₹ 13,095 cr
₹ 47,245 cr
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 483,046 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC Income Fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.3% over a period of 22 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Priya Ranjan, Shobhit Mehrotra.
Nav of HDFC Income Fund (G) as of 3/20/2023 is ₹48.80 with the total AUM as of 3/21/2023 is ₹528.965. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Income Fund (G) was launched on Sep 11, 2000. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HDFC Income Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Income Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Medium to Long Dur Debt TR INR.
HDFC Income Fund (G) is rated as a 3 fund in Debt and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Income Fund (G).
What is HDFC Income Fund (G)?
How to invest in HDFC Income Fund (G)?
You can invest in HDFC Income Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Income Fund (G)?
The minimum sip amount for HDFC Income Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Income Fund (G) good to invest in?
As per Scripbox experts, HDFC Income Fund (G) is a Neutral fund. You can investHDFC Income Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Income Fund (G)?
The expense ratio of the HDFC Income Fund (G) is 2.06% for regular plan.