HDFC Income Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HDFC Income Fund - Direct (IDCW) (29381) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Income Fund - Direct (IDCW)
HDFC Asset Management Company Ltd
To generate income / capital appreciation through investments in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
HDFC Income Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2037 | Govt. Securities | 18.60% |
| GSEC2036 | Govt. Securities | 11.14% |
| Gsec2039 | Govt. Securities | 7.15% |
| GSEC2040 6.68 | Govt. Securities | 6.81% |
| TREPS | Debt Others | 6.06% |
| GSEC2036 | Govt. Securities | 5.62% |
| NTPC Ltd | Power Generation And Supply | 5.40% |
| GSEC2034 | Govt. Securities | 4.30% |
| GSEC2031 | Govt. Securities | 2.68% |
| GSEC2034 | Govt. Securities | 2.68% |
Compare against Medium to Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium to Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium to Long Duration Fund category
HDFC Income Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Income Fund - Dir (G) | ₹137.06 | 3.10% | 6.17% | 7.06% |
| Aditya Birla SL Income Fund (G) | ₹126.94 | 2.86% | 5.71% | 6.60% |
| Nippon India Medium to Long Duration Fund - Dir (G) | ₹101.40 | 2.79% | 5.88% | 7.64% |
| Nippon India Medium to Long Duration Fund - (G) | ₹90.45 | 2.36% | 4.99% | 6.67% |
| Kotak Bond Fund - Direct (G) | ₹87.52 | 3.40% | 6.55% | 7.75% |
| UTI-Medium to Long Duration Fund - Direct (G) | ₹80.94 | 3.41% | 6.77% | 7.17% |
| LIC MF Medium to Long Duration Fund-Dir (G) | ₹79.09 | 3.89% | 7.72% | 7.97% |
Category Average Returns
Shobhit Mehrotra
A seasoned investment professional with over 11 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.