HDFC Floating Rate Income Long term Direct Plan Growth+0.01%

2Groww
5.54%
1 Year Return
Debt
Floater
2.0 star
6M
1Y
3Y
5Y

Fund Details

HDFC Floating Rate Income Long term Direct Plan Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.24%
NAV30.60 (08 May 2018)
Fund Started01 Jan 2013
Fund Size1,832 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Floating Rate Income Long term Direct Plan Growth
5.5%
7.8%
8.1%
NA
Category Average
9.0%
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    Sikka Ports and Terminals Ltd.EnergyDebenture8.8%
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    Bajaj Finance Ltd.FinancialDebenture4.7%
    Axis Bank Ltd.FinancialCD4.5%
    National Bank For Agriculture & Rural DevelopmentFinancialCP4.5%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringDebenture4.3%
    Toyota Financial Services Ltd.FinancialDebenture2.8%
    See All

    Fund Managers

    Other Details

    HDFC Floating Rate Income Long term Direct Plan Growth is a Debt Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Shobhit Mehrotra is the Current Fund Manager of HDFC Floating Rate Income Long term Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹1,832 Cr and the Latest NAV as of 08 May 2018 is ₹30.60.

    The HDFC Floating Rate Income Long term Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the scheme is to generate regular income through investment in a portfolio comprising substantially of floating & fixed rate debt & money market instruments swapped for floating rate returns and fixed rate debt securities and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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