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Home>Mutual Funds>HDFC Mutual Fund>HDFC Monthly Income Plan Short term Plan Growth

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 amountNA
Rating2
Fund size₹298.78Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.8%6.3%8.0%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%
MetalsDebenture1.9%
EngineeringEquity1.9%
FinancialDebenture1.9%
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

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

Fund house contact details

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