HDFC Income Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Income
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 1108.02
Expense Ratio
1.5%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 306360
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
40.5953
(0.05 %)
NAV as on 2018-11-15
Returns
Fund
HDFC Income Fund - Direct Plan
1 Year
1.47%
3 Year
6.22%
5 Year
8.64%
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
HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, 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
The scheme seeks to optimise returns while maintaining a balance of safety, yield and liquidity from a portfolio of debt and money market instruments.
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
6,026
Portfolio Value
26
Total Returns