HDFC Income Fund (Debt, Debt Medium To Long Durat)

Moderate
17 yrs 11 monthsStarted on:11 Sep 2000
₹ 1108.02 Cras on: 13 Jul 2018
Mid Term & Long Horizon
1.96%
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)
YTD0.05
1 Month0.98
2 YR3.95
3 YR6.21

SIP Returns

TenureReturns (CAGR)
2 YR0.69
3 YR3.51
5 YR5.95
10 YR6.97

Portfolio

Company Name% Assets
National Highways Authority of India Ltd. 23/12/2021 7.17%8.66
GOI 05/12/2033 6.57%6.63
Punjab National Bank 8.95%6.54
GOI 17/09/2031 6.68%6.01
GOI 2032 7.95%5.99
Tata Power Co. Ltd. 02/06/20215.14
Rural Electrification Corpn. Ltd. 24/09/2020 6.87%4.36
State Bank of India 8.75%2.95
GOI 04/02/2026 6.90%2.89
Tata Steel Ltd. 11.80%2.37

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.45%
Beta1.5%

Shobhit Mehrotra

He is an MBA from Clemson University, USA.
Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.

Other Funds Managed by Shobhit Mehrotra

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