1. Advisorkhoj
  2. HDFC Income Fund-Growth

HDFC Income Fund-Growth

Category: Debt: Medium to Long Duration
Launch Date: 11-09-2000
Asset Class: Fixed Interest
Benchmark: CRISIL Composite Bond Fund Index
Expense Ratio: 2.15% As on (31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Medium to Long Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 854.48 Cr As on (30-11-2018)
Turn over: -
NAV as on 14-12-2018

39.1772

-0 (-0.0089%)

CAGR Since Inception

7.76%

PERFORMANCE of HDFC Income Fund-Growth

Scheme Performance (%)

Data as on - 14-12-2018

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-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Income Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Income Fund-Growth 5.44 1.27 -9.08 2.01 7.28 12.39
Debt: Medium to Long Duration - - - - - -

PEER COMPARISION of HDFC Income Fund-Growth

Period
Data as on - 14-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Income Fund-Growth 11-09-2000 2.25 1.27 6.13 8.0 6.96
Reliance Income Fund - Growth Plan Growth Option 01-01-1998 4.44 3.4 7.16 8.41 6.99
JM Income Fund - Growth Option 01-04-1995 4.11 4.11 5.32 6.74 5.37
Canara Robeco Income Fund - Regular Plan - Growth 19-09-2002 4.04 3.62 6.89 8.11 7.84
HSBC Debt Fund - Growth 10-12-2002 3.93 2.41 5.64 7.32 6.69
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 21-10-1995 3.89 2.84 7.07 8.48 7.08
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 3.85 4.89 7.85 8.4 7.24
Kotak Bond Regular Plan Growth 25-11-1999 3.79 2.09 6.45 7.91 7.15
LIC MF Bond Fund-Regular Plan-Growth 19-06-1999 3.78 3.09 6.23 7.38 7.05
ICICI Prudential Bond Fund - Growth 18-08-2008 3.62 4.41 6.8 8.75 8.55

PORTFOLIO ANALYSIS of HDFC Income Fund-Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback