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Medium to Long Durationregulargrowth📊 CRISIL Medium To Long Duration Debt A-III Index

HDFC Income Fund - Growth Option

HDFC Mutual Fund

#13 of 14 (1Y)

₹59.0413

0.05 (+0.08%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹59.0413

0.05 (+0.08%)

29 May 2026

AMFI: 100124

Direct · Growth

₹₹65.6672

0.05 (+0.08%)

29 May 2026

AMFI: 119069

Regular · IDCW

₹₹18.5990

0.02 (+0.10%)

14 May 2026

AMFI: HIST_CAMS_INF179KA1Q20

Direct · IDCW

₹₹20.7391

0.02 (+0.10%)

14 May 2026

AMFI: HIST_CAMS_INF179KA1Q04

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.14%
1 Month-0.63%
3 Months-0.36%
6 Months+0.12%
1 Year-0.05%
3 Years (CAGR)+5.49%
5 Years (CAGR)+4.56%
10 Years (CAGR)+5.55%
Since Inception (Aug 2000)+7.14%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.72%
3 Year SIP+4.68%
5 Year SIP+5.07%
Since Inception (Aug 2000)+6.41%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹30,800

Invested

₹76,086

Value today

6.4%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹590

Value today

7.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹15,40,000

Withdrawn

₹20,99,836

Corpus left

+₹26,39,836 net gain — withdrew ₹15,40,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,37,044

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,37,044 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹82,593

Regular plan

₹79,065

Direct earns ₹3,528 more on a ₹60K investment0.59% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategoryMedium to Long Duration
Plan Typeregular
Optiongrowth
AUM₹859 Cr
Expense Ratio1.44%
Min SIP₹100
Min Lumpsum₹100
BenchmarkCRISIL Medium To Long Duration Debt A-III Index
Launch Date14 Aug 2000
AMFI Code100124

Risk Metrics

Trailing 1 year, annualised

-0.82

Sharpe Ratio

Alpha

Beta

-0.82

Sortino

2.55%

Std Dev

-2.20%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

6.68% GOI MAT 070740

IN0020250042

21.68%

6.68% GOI MAT 070740

IN0020250042

18.86%

7.18% GOI MAT 240737

IN0020230077

10.96%

7.18% GOI MAT 240737

IN0020230077

10.93%

Punjab National Bank^

INE160A16UT0

8.85%

7.24% GOI MAT 180855

IN0020250075

6.97%

7.24% GOI MAT 180855

IN0020250075

6.89%

6.9% GOI MAT 150465

IN0020250018

4.94%

7.23% GOI MAT 150439^

IN0020240027

4.87%

7.23% GOI MAT 150439^

IN0020240027

4.84%

6.52% GOI MAT 071231^

IN0020180041

3.14%

Floating Rate GOI 2034

IN0020210137

3.13%

NTPC Limited^

INE733E07KJ7

3.12%

6.52% GOI MAT 071231

IN0020180041

3.11%

Floating Rate GOI 2034

IN0020210137

3.11%

NTPC Limited^

INE733E07KJ7

3.09%

Siddhivinayak Securitisation Trust (Originator - Sikka Ports & Terminals Limited)^

INE2I7F15012

3.00%

Siddhivinayak Securitisation Trust PTC ISD 150925 MAT 280930^

INE2I7F15012

3.00%

6.98% Gujarat SDL ISD 261125 MAT 261132^

IN1520250185

2.98%

National Bank for Agri & Rural Dev.

INE261F08ET6

2.98%

6.98% Gujarat SDL ISD 261125 MAT 261132^

IN1520250185

2.95%

7.09% GOI MAT 050854

IN0020240118

2.85%

7.09% GOI MAT 050854

IN0020240118

2.82%

India Grid Trust^

INE219X07207

2.80%

India Grid Trust^

INE219X07207

2.78%

6.9% GOI MAT 150465

IN0020250018

2.71%

National Bank for Agri & Rural Dev.

INE261F08EN9

2.39%

National Bank for Agri & Rural Dev.^

INE261F08EN9

2.37%

LIC Housing Finance Ltd.^

INE115A08377

1.83%

State Bank of India^

INE062A08348

1.82%

LIC Housing Finance Ltd.^

INE115A08377

1.80%

6.92% GOI MAT 181139

IN0020240134

1.78%

6.92% GOI MAT 181139

IN0020240134

1.77%

NTPC Limited

INE733E08270

1.75%

NTPC Limited^

INE733E08270

1.73%

7.41% GOI MAT 191236

IN0020220102

1.24%

7.41% GOI MAT 191236^

IN0020220102

1.24%

6.68% GOI MAT 170931^

IN0020170042

1.21%

State Bank of India^

INE062A08348

1.21%

6.79% GOI MAT 071034

IN0020240126

1.20%

6.68% GOI MAT 170931^

IN0020170042

1.20%

Altius Telecom Infrastructure Trust

INE0BWS07045

1.20%

NTPC Limited^

INE733E08262

1.19%

Altius Telecom Infrastructure Trust^

INE0BWS07045

1.19%

6.79% GOI MAT 071034

IN0020240126

1.19%

NTPC Limited^

INE733E08262

1.18%

7.1% GOI MAT 080434

IN0020240019

1.08%

7.1% GOI MAT 080434

IN0020240019

1.07%

Small Industries Development Bank^

INE556F08LD8

0.60%

7.34% GOI MAT 220464

IN0020240035

0.58%

Performance Comparison

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Investment Objective

HDFC Income Fund - Growth Option by HDFC Mutual Fund is a Medium to Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Duration category.

About This Fund

HDFC Income Fund - Growth Option is a Medium to Long Duration mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 25 years. It manages assets worth ₹859 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Medium To Long Duration Debt A-III Index. The current expense ratio is 1.44%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations