Which funds are similar to HDFC Income Fund Direct-Growth?
Funds similar to HDFC Income Fund Direct-Growth in the Debt: Medium to Long Duration category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does HDFC Income Fund Direct-Growth compare to the category average?
The comparison of HDFC Income Fund Direct-Growth against the Debt: Medium to Long Duration category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of HDFC Income Fund Direct-Growth in its category?
The rank of HDFC Income Fund Direct-Growth within the Debt: Medium to Long Duration category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to HDFC Income Fund Direct-Growth?
Top alternatives to HDFC Income Fund Direct-Growth in the Debt: Medium to Long Duration category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL Medium to Long Duration Debt A-III Index — are also listed separately.
How does HDFC Income Fund Direct-Growth's expense ratio compare to similar funds?
The expense ratio of HDFC Income Fund Direct-Growth is 0.80%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
How does HDFC Income Fund Direct-Growth's AUM compare to similar funds?
HDFC Income Fund Direct-Growth has an AUM of ₹ 817.44 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Debt: Medium to Long Duration category?
The top-performing funds by 3-year returns in the Debt: Medium to Long Duration category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is HDFC Income Fund Direct-Growth better than index funds in the same category?
Whether HDFC Income Fund Direct-Growth beats index funds in the Debt: Medium to Long Duration category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does HDFC Income Fund Direct-Growth rank in risk-adjusted returns vs peers?
HDFC Income Fund Direct-Growth has a Sharpe ratio of 0.43. A Sharpe of 0.43 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking CRISIL Medium to Long Duration Debt A-III Index with lower costs?
Funds tracking the same benchmark as HDFC Income Fund Direct-Growth — CRISIL Medium to Long Duration Debt A-III Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
