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HDFC Income Fund -Direct Plan - Growth Option

Category: Income Funds
Launch Date: 01-01-2013
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 1.41% As on (30-04-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,169.51 Cr As on (30-04-2018)
Turn over: -
NAV as on


CAGR Since Inception


PERFORMANCE of HDFC Income Fund -Direct Plan - Growth Option

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr. Shobhit Mehrotra, Mr. Rakesh Vyas

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

Investment Objective

The scheme seeks to optimise returns while maintaining a balance of safety, yield and liquidity from a portfolio of debt and money market instruments.

RETURNS CALCULATOR for HDFC Income Fund -Direct Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HDFC Income Fund -Direct Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Income Fund -Direct Plan - Growth Option 5.44 1.45 -8.35 2.01 7.27 13.0
Income Funds

PEER COMPARISION of HDFC Income Fund -Direct Plan - Growth Option

Data as on - 25-05-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of HDFC Income Fund -Direct Plan - Growth Option

Asset Allocation (%)

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