HDFC Monthly Income Plan Short term Plan Growth

Hybrid
Conservative Hybrid
Moderately High Risk
6.33%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
NAV: 25 May 2018₹29.61
Min. SIP amountNot Supported
Rating2
Fund size₹298.78Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.8%6.3%8.0%NA
Category average14.5%8.5%7.9%NA
Rank with in categoryNANANANA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
GOI
SovereignCGL11.21%
GOI
SovereignCGL10.68%
Hindalco Industries Ltd.
MetalsBonds/NCD3.76%
State Bank of India
FinancialBonds3.64%
National Highways Authority of India Ltd.
ServicesBonds3.57%
GOI
SovereignCGL3.49%
GOI
SovereignGOI Sec2.04%
MetalsDebenture1.95%
EngineeringEquity1.94%
FinancialDebenture1.88%
See All

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
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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