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HDFC Income Direct Plan IDCW

Debt
Medium to Long Duration
Moderate Risk
5.53%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹16.09
Min. SIP amount₹500
Rating2star
Fund size₹633.58 Cr

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.5%8.4%6.0%7.8%
Category average3.0%7.4%6.6%NA
Rank with in category71212NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialNCD6.3%
FinancialNCD5.9%
FinancialDebenture5.4%
Sikka Ports and Terminals Ltd.
EnergyDebenture4.7%
EnergyDebenture4.3%
GOI
SovereignGOI Sec4.1%
GOI
SovereignGOI Sec4.1%
Gujarat State
OthersSDL4.1%
FinancialBonds/NCD4.0%
GOI
SovereignGOI Sec4.0%
See All

Pros and cons

info
Category: Debt Medium to Long Duration
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.27%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 1 month

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Shobhit Mehrotra
Jan 2013 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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