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HDFC Income Direct Plan Growth

Debt
Medium to Long Duration
Moderate Risk
7.81%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Nov 2021₹51.17
Min. SIP amount₹500
Rating2
Fund size₹789.84Cr

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.8%7.8%5.0%7.7%
Category average3.0%7.4%6.6%NA
Rank with in category71112NA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.3%
National Bank For Agriculture & Rural Development
FinancialNCD5.1%
FinancialNCD4.8%
FinancialDebenture4.4%
EnergyDebenture3.9%
FinancialDebenture3.5%
EnergyDebenture3.5%
SovereignGOI Sec3.3%
GOI
SovereignGOI Sec3.3%
Gujarat State
OthersSDL3.3%
See All

Pros and cons

Category: Debt Medium to Long Duration

Pros

1Y and 3Y annualised returns higher than category average
Higher alpha: 1.05 The fund has generated returns higher than benchmark - NIFTY Medium to Long Duration Debt - in the last 3Y
Lower expense ratio: 1.27%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Exit load is zero

Cons

5Y annualised returns lower than category average by 1.31%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.44%

Inclusive of GST

Exit load

Nil

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 terms
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
View details
Anand Laddha
Oct 2020 - Present
View details
Amar Kalkundrikar
Jan 2019 - Present
View details
Chirag Dagli
Jul 2019 - Present
View details
Sankalp Baid
Jan 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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