Name: HDFC Monthly Income Plan Short term Plan Direct Growth
Brand: HDFC Mutual Fund

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HDFC Monthly Income Plan Short term Plan Direct Growth
Hybrid
Conservative Hybrid
Moderately High Risk
7.53%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
 NAV: 25 May 2018₹30.94
Min. SIP amountNA
Rating3
Fund size₹298.78Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.0%7.5%9.0%NA
Category average14.2%7.4%7.4%NA
Rank with in categoryNANANANA
Understand terms
Holdings (53)NameSectorInstrumentAssets
GOI
SovereignCGL11.2%
GOI
SovereignCGL10.7%
Hindalco Industries Ltd.
MetalsBonds/NCD3.8%
State Bank of India
FinancialBonds3.6%
National Highways Authority of India Ltd.
ServicesBonds3.6%
GOI
SovereignCGL3.5%
GOI
SovereignGOI Sec2.0%
Tata Steel Ltd.
MetalsDebenture1.9%
KEC International Ltd.
EngineeringEquity1.9%
Syndicate Bank
FinancialDebenture1.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2018 - Present
1.49%
30 Apr 2018 - 30 Sep 2018
1.30%
31 Mar 2018 - 30 Apr 2018
1.25%
28 Feb 2018 - 31 Mar 2018
1.19%
31 Jan 2018 - 28 Feb 2018
1.23%
31 Dec 2017 - 31 Jan 2018
1.42%
30 Nov 2017 - 31 Dec 2017
1.36%
31 Oct 2017 - 30 Nov 2017
1.18%
Expense ratio, exit load and taxExpense ratio: 1.49%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
HDFC Mutual Fund
Rank (total assets)#2 in India
Total AUM₹4,13,378.67Cr
Date of Incorporation30 Jun 2000
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 
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 30 Jun 2000. 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 ₹4,13,379 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...Read more
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 equit
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.
...Read more
Fund benchmarkNIFTY 50 Hybrid Composite Debt 15:85
Scheme Information Document(SID)
Fund house contact details
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
E-mail
[email protected]
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	3.0%	7.5%	9.0%	NA
Category average	14.2%	7.4%	7.4%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	CGL	11.2%
GOI	Sovereign	CGL	10.7%
Hindalco Industries Ltd.	Metals	Bonds/NCD	3.8%
State Bank of India	Financial	Bonds	3.6%
National Highways Authority of India Ltd.	Services	Bonds	3.6%
GOI	Sovereign	CGL	3.5%
GOI	Sovereign	GOI Sec	2.0%
Tata Steel Ltd.	Metals	Debenture	1.9%
KEC International Ltd.	Engineering	Equity	1.9%
Syndicate Bank	Financial	Debenture	1.9%

Rating	3
Fund size	₹298.78Cr