Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Income Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.6/10 · Below Average |
| Fund house | HDFC Mutual Fund |
| Category | Debt Scheme - Medium to Long Duration Fund · medium_duration |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹856 Cr |
| Morningstar | 4★ |
| Performance returns | |
| 1Y return | +1.60% |
| 3Y return (CAGR) | +6.63% |
| 5Y return (CAGR) | +5.76% |
| 10Y return (CAGR) | +6.43% |
| Benchmark | CRISIL Med to Long Dur Debt A-III TR INR |
| Category avg 1Y | +2.88% |
| SIP returns | |
| SIP 1Y | +2.23% |
| Risk metrics | |
| Risk level | Moderate Risk |
| Volatility (Std Dev 1Y) | 2.69% |
| Sharpe ratio (1Y) | -1.82 |
| Sharpe ratio (3Y) | 0.05 |
| Sortino ratio (1Y) | -1.85 |
| Max drawdown (1Y) | -2.16% |
| Category rank (1Y) | #6 of 6 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 0.8% |
| Exit load | - |
| Portfolio | |
| NAV | ₹66.48 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | Taxed at slab rate (FY24+ rules) |
| Lock-in period | None |