HDFC Income Fund - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking• regular income over medium to long term.• to optimise returns while maintaining a balance of safety, yield and liquidity by investment in debt and money market instruments.
Fund Info
| Scheme Class | Debt |
| Scheme Category | Medium to Long Duration |
| Benchmark Type | CRISIL Composite Bond Fund TR INR |
| Expense Ratio | 1.73% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 613 |
| AMC AUM (in Crs.) | ₹ 3,42,291 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| GOVT STOCK | Bond - Gov't Treasury | 29 |
| The Tata Power Company Limited | Bond - Corporate Bond | 9 |
| 6.79% Govt Stock 2027 | Bond - Gov't Treasury | 7 |
| Punjab National Bank | Bond - Corporate Bond | 6 |
| State Bank Of India | Bond - Corporate Bond | 5 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 5 |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 4 |
| NTPC Limited | Bond - Corporate Bond | 4 |
| Tata Steel Limited | Bond - Corporate Bond | 4 |
| Export-Import Bank Of India | Bond - Corporate Bond | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Gov't Treasury | 51 |
| Bond - Corporate Bond | 44 |
| Cash | 2 |
| Cash - Repurchase Agreement | 2 |
| Bond - Gov't Inflation Protected | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Gov't Treasury | 51 |
| Bond - Corporate Bond | 44 |
| Cash | 2 |
| Cash - Repurchase Agreement | 2 |
| Bond - Gov't Inflation Protected | 1 |
HDFC Mutual Fund
AUM₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m