HDFC Income Direct Plan Growth

Debt
Medium to Long Duration
Moderate Risk
5.16%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹51.45
Min. SIP amount₹100
Rating2
Fund size₹527.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.1%5.2%5.0%7.1%
Category average1.2%5.0%5.0%NA
Rank with in category10911NA
Understand terms

Holdings (23)

NameSectorInstrumentAssets
GOISovereignGOI Sec17.2%
GOI
SovereignGOI Sec9.2%
GOISovereignGOI Sec5.8%
Sikka Ports and Terminals Ltd.EnergyDebenture5.5%
NTPC Ltd.EnergyDebenture5.0%
GOISovereignGOI Sec4.8%
Power Finance Corporation Ltd.FinancialDebenture4.8%
GOI
SovereignGOI Sec4.7%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD4.5%
GOI
SovereignGOI Sec4.4%
See All

Pros and cons

Category: Debt Medium to Long Duration

Pros

Cons

Exit load is zero
1Y annualised returns lower than category average by 0.1%
Lower expense ratio: 0.51%
Low rating: 2
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
3Y and 5Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.51%

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₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shobhit Mehrotra
Jan 2013 - Present
View details

Education
He is an MBA from Clemson University, USA.
Experience
Prior to joining HDFC AMC he has worked with Franklin Templeton AMC, and ICRA.
Also manages these schemes

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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