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HDFC Monthly Income Plan Short term Plan Direct Growth
Hybrid
Equity Savings
Moderately High Risk
+7.53%
3Y annualised
+0.25% 1D
NAV: 25 May '18
₹30.94
Min. SIP amount
Not Supported
Fund size
₹298.78 Cr
Expense ratio
1.49%
Holdings (56)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | CGL | 11.21% |
| GOI | Sovereign | CGL | 10.68% |
| Hindalco Industries Ltd. | Metals | Bonds/NCD | 3.76% |
| State Bank of India | Financial | Bonds | 3.64% |
| National Highways Authority of India Ltd. | Services | Bonds | 3.57% |
| GOI | Sovereign | CGL | 3.49% |
| GOI | Sovereign | GOI Sec | 2.04% |
| Tata Steel Ltd. | Metals | Debenture | 1.95% |
| KEC International Ltd. | Engineering | Equity | 1.94% |
| Syndicate Bank | Financial | Debenture | 1.88% |
| GOI | Sovereign | CGL | 1.86% |
| IIFL Home Finance Ltd. | Financial | Debenture | 1.86% |
| Export-Import Bank Of India | Financial | Bonds | 1.86% |
| State Bank of India | Financial | Bonds/NCD | 1.83% |
| Aarti Industries Ltd. | Chemicals | Debenture | 1.83% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.81% |
| GOI | Sovereign | GOI Sec | 1.81% |
| GOI | Sovereign | GOI Sec | 1.78% |
| GOI | Sovereign | CGL | 1.78% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.76% |
| ICICI Bank Ltd. | Financial | Equity | 1.71% |
| HDFC Bank Ltd. | Financial | Equity | 1.42% |
| Bank Of Baroda | Financial | Equity | 1.36% |
| State Bank of India | Financial | Equity | 1.35% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.11% |
| Century Textiles & Inds. Ltd. | Diversified | Equity | 1.10% |
| Blue Star Ltd. | Cons Durable | Equity | 1.08% |
| Zuari Agro Chemicals Ltd. | Chemicals | Equity | 1.04% |
| Tata Steel Ltd. | Metals | Equity | 1.01% |
| Tamilnadu State | Others | SDL | 0.92% |
| REC Ltd. | Financial | Bonds | 0.92% |
| Cipla Ltd. | Healthcare | Equity | 0.89% |
| Oil India Ltd. | Energy | Equity | 0.75% |
| Federal Bank Ltd. | Financial | Equity | 0.70% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Debenture | 0.70% |
| Kalpataru Power Transmission Ltd. | Construction | Equity | 0.62% |
| Apar Industries Ltd. | Engineering | Equity | 0.59% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 0.53% |
| Sundaram Bnp Paribas Home Finance Ltd. | Financial | Bonds | 0.51% |
| Canara Bank | Financial | Equity | 0.48% |
| C&C Constructions Ltd. | Construction | Equity | 0.48% |
| NMDC Ltd. | Metals | Equity | 0.46% |
| Elecon Engineering Co. Ltd. | Engineering | Equity | 0.46% |
| Titagarh Wagons Ltd. | FMCG | Equity | 0.43% |
| Sadbhav Engineering Ltd. | Construction | Equity | 0.42% |
| Asian Satellite Broadcast Pvt.Ltd. | Services | Debenture | 0.42% |
| Wipro Ltd. | Technology | Equity | 0.39% |
| Rallis India Ltd. | Chemicals | Equity | 0.32% |
| Navneet Education Ltd. | FMCG | Equity | 0.29% |
| Mcleod Russel (India) Ltd. | FMCG | Equity | 0.28% |
| VA Tech Wabag Ltd | Engineering | Equity | 0.26% |
| CG Power & Industrial Solutions Ltd. | Engineering | Equity | 0.19% |
| GOI | Sovereign | CGL | 0.12% |
| Unichem Laboratories Ltd. | Healthcare | Equity | 0.06% |
| Tata Steel Ltd. | Metals | PPE | 0.02% |
| Union Bank of India | Financial | Equity | 0.01% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.0% | +7.5% | +9.0% | -- |
| Category average (Hybrid Equity Savings) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Equity Savings) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.55% | +12.70% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.31% | +12.47% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.16% | +10.89% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.04% | +9.10% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +7.06% | +8.80% | 399.11 | |
| Compare | ||||
About HDFC Monthly Income Plan Short term Plan Direct Growth
HDFC Monthly Income Plan Short term Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. The fund currently has an Asset Under Management(AUM) of ₹9,32,192 Cr and the Latest NAV as of 25 May 2018 is ₹30.94.
The HDFC Monthly Income Plan Short term Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹300. Exit load of 1% if redeemed within 1 year
;
Investment Objective
The scheme aims to generate regular returns through investment primarily in debt and money market instruments. It will also invest in equity and equity related securities to generate long-term capital appreciation.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Fund house
Rank (total assets)#2 in India
Total AUM₹9,32,192.06 Cr
Date of Incorporation10 Dec 1999
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,