HDFC Income (Debt, Debt Medium To Long Durat)

Moderate
18 yrs 6 monthsStarted on:11 Sep 2000
₹ 811.91 Cras on: 22 Feb 2019
Mid Term & Long Horizon
2.15%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income / capital appreciation through investments in debt and money market instruments.

Exit Load

NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.37
1 Month0.27
3 Month1.84
1 YR5.57
2 YR3.63
3 YR6.74

SIP Returns

TenureReturns (CAGR)
1 YR6.03
2 YR3.48
3 YR3.74
5 YR5.61
10 YR6.82

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%13.27
Punjab National Bank 8.95%8.86
Tata Power Co. Ltd. 02/06/20217.01
National Bank For Agriculture & Rural Development 30/09/2020 6.98%6.05
Reliance Jio Infocomm Ltd. 16/04/20235.95
Power Finance Corpn. Ltd. 15/11/2020 8.78%4.94
State Bank of India 8.75%4
National Thermal Power Corp. Ltd. 22/09/2024 9.17%3.2
Tata Steel Ltd. 11.80%3.2
LIC Housing Finance Ltd. 01/09/20193.13

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.34%
Beta2.14%
Sharpe Ratio0.02

Shobhit Mehrotra,Amar Kalkundrikar

He is an MBA from Clemson University, USA.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Shobhit Mehrotra,Amar Kalkundrikar