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HDFC Income Fund Growth

Debt
Medium to Long Duration
Moderate Risk
3.03%
1Y return
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹47.12
Min. SIP Amount₹500
Rating2star
Fund Size₹638.36 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.0%7.3%5.5%7.7%
Category average3.0%7.4%6.6%NA
Rank with in category61212NA
Understand termsinfo

Holdings (28)

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

Pros and cons

Category: Debt Medium to Long Duration

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.17%
  • 10Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.17%

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

Minimum investment amounts

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

Fund management

Shobhit Mehrotra
Sep 2007 - 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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