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HDFC Monthly Income Plan Short term Plan Direct Growth+0.25%

2.97%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y

Fund Details

HDFC Monthly Income Plan Short term Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.49%
NAV₹30.94 (25 May 2018)
Fund Started01 Jan 2013
Fund Size299 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
3.0%
7.5%
9.0%
8.9%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 3.0% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignCGL11.2%
GOISovereignCGL10.7%
Hindalco Industries Ltd.MetalsBonds/NCD3.8%
State Bank of IndiaFinancialBonds3.6%
National Highways Authority of India Ltd.ServicesBonds3.6%
GOISovereignCGL3.5%
GOISovereignGOI Sec2.0%
Tata Steel Ltd.MetalsDebenture1.9%
KEC International Ltd.EngineeringEquity1.9%
Syndicate BankFinancialDebenture1.9%
See All

Fund Managers

HDFC Monthly Income Plan Short term Plan Direct Growth Details

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 01 Jan 2013. Shobhit Mehrotra, Vinay Kulkarni is the Current Fund Manager of HDFC Monthly Income Plan Short term Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹299 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 500. 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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 1% if redeemed within 1 year
Exit Load

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About HDFC Mutual Fund

Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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