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

19 yrs 7 monthsStarted on:11 Sep 2000
₹ 594.07 Cras on: 31 Mar 2020
Mid Term & Long Horizon
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


Scheme Documents

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TenureReturns (CAGR)
1 Month0.09
3 Month2.72
1 YR9.47
2 YR7.16
3 YR5.69

SIP Returns

TenureReturns (CAGR)


Company Name% Assets
GOI 17/06/2033 7.57%16.29
GOI 15/05/2027 6.79%11.14
Tata Power Co. Ltd. 02/06/20219.65
Punjab National Bank 8.95%6.76
State Bank of India 8.75%5.65
Indian Railway Finance Corpn. Ltd. 04/12/2028 8.45%4.55
National Thermal Power Corp. Ltd. 15/01/2029 8.30%4.54
Reliance Industries Ltd. 11/12/2028 8.65%4.5
Export-Import Bank Of India 30/04/2099 8.60%4.27
Vedanta Ltd. 30/06/2022 8.75%4.23

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation3.07%
Sharpe Ratio0.02

Shobhit Mehrotra,Chirag Dagli

He is an MBA from Clemson University, USA.Mr. Dagli has done B. COM and Chartered Accountant.
Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.

Other Funds Managed by Shobhit Mehrotra,Chirag Dagli