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

3Groww
2.97%
1 Year Return
Hybrid
Equity Savings
3.0 star
6M
1Y
3Y
5Y

Fund Details

HDFC Monthly Income Plan Short term Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.49%
NAV30.94 (25 May 2018)
Fund Started01 Jan 2013
Fund Size299 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Monthly Income Plan Short term Plan Direct Growth
3.0%
7.5%
9.0%
NA
Category Average
5.2%
5.1%
2.7%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.0% annual returns

    Comparison

    Data not available
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    Top Holdings

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    Fund Managers

    Other Details

    HDFC Monthly Income Plan Short term Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced 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.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 500. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The Secondary objective of the scheme is to generate long term capital appreciation by investing a portion of the Schemeâ??s assets in equity and equity related instruments.

    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
    29 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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