HDFC Income Fund (Debt, Mip)

17 yrs 5 monthsStarted on:11 Sep 2000
₹ 1441.18 Cras on: 18 Jan 2018
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load


Scheme Documents

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TenureReturns (CAGR)
1 YR0.17
2 YR7.71
3 YR6.16

SIP Returns

TenureReturns (CAGR)
2 YR3.41
3 YR5.26
5 YR7.12
10 YR7.62


Company Name% Assets
GOI 17/09/2031 6.68%10.72
GOI 01/12/2044 8.17%7.26
National Highways Authority of India Ltd. 23/12/2021 7.17%6.83
GOI 05/12/2033 6.57%6.32
GOI 2032 7.95%5.52
GOI 19/12/2034 7.73%5.44
Punjab National Bank 8.95%5.2
GOI 26/12/2029 6.79%4.98
GOI 15/05/2027 6.79%4.35
Tata Power Co. Ltd. 02/06/20214.06

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation5.37%
Sharpe Ratio0.46

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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