Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.11 | 2.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.62 | 7.05 | 2.78 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Long Duration Debt Fund(IDCW Reinvest) | 3.77% | — | 2.82% |
Nippon India Nivesh Lakshya Fund(H-IDCW) | 1.62% | 0.75% | 3.09% |
SBI Long Duration Fund(IDCW Payout) | 13.60% | — | 10.97% |
ICICI Pru Long Term Bond Fund(Q-IDCW Payout) | 2.29% | 0.80% | -0.26% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Debt
Others
Holdings
38.01 %
Holdings
19.28 %
Holdings
13.77 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
81
Total AUM
₹ 7,46,207.14 Cr.
Shobhit Mehrotra
AUM: ₹43,143.38 Cr.
|
Exp: 20yrs
B. Text.,M.S. MBA(Clemson University, SC,USA)
Mr. Shobhit Mehrotra has collective experience of over 20 years in Fixed Income markets, Fixed Income dealing and credit rating etc. He is with HDFC AMC since Feb 2004. Prior to this he has worked with Templeton Asset Management (India) Pvt Ltd. And ICRA Ltd.
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data