HDFC Income Fund (Debt, Mip)

Moderate
17 yrs 9 monthsStarted on:11 Sep 2000
₹ 1169.51 Cras on: 25 May 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)
3 Month0.62
1 YR0.17
2 YR5.00
3 YR5.77

SIP Returns

TenureReturns (CAGR)
2 YR0.7
3 YR3.59
5 YR5.97
10 YR7.03

Portfolio

Company Name% Assets
GOI 17/09/2031 6.68%11.45
National Highways Authority of India Ltd. 23/12/2021 7.17%8.28
GOI 05/12/2033 6.57%7.12
Punjab National Bank 8.95%6.25
GOI 08/01/2028 7.17%6.15
GOI 2032 7.95%5.75
Tata Power Co. Ltd. 02/06/20214.93
GOI 15/05/2027 6.79%4.78
GOI 19/12/2034 7.73%3.55
State Bank of India 8.75%2.81

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.52%
Beta1.52%

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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