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HDFC Monthly Income Plan Short term Plan Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
2.97%
1Y return
+0.25% 1D
1M
6M
1Y
3Y
5Y
NAV: 25 May 2018₹30.94
Min. SIP AmountNA
Rating3star
Fund Size₹298.78 Cr

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 BankFinancialDebenture1.9%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.48615377%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Fund management

NA

Fund house & investment objective

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Fund house contact details

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