HDFC Income Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Medium to Long Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 853.87
Expense Ratio
1.63%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
41.3969
(-0.06 %)
NAV as on 2019-01-15
Returns
Fund
HDFC Income Fund Direct Plan
1 Year
4.99%
3 Year
7.21%
5 Year
8.48%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 0.25% if redeemed within 1 month
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,088
Portfolio Value
88
Total Returns