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HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Category: Hybrid Debt Oriented Funds
Launch Date: 26-12-2003
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 1.8% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,785.55 Cr As on (30-09-2017)
Turn over: -
NAV as on 16-02-2018

43.4149

-0.16 (-0.3745%)

CAGR Since Inception

10.93%

PERFORMANCE of HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Prashant Jain, Mr. Shobhit Mehrotra, Mr. Rakesh Vyas

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA. Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

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 equity related securities to generate long-term capital appreciation.

RETURNS CALCULATOR for HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC MF Monthly Income Plan-Long Term Plan-Growth Option 5.89 1.37 3.74 0.84 7.79 9.35
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC MF Monthly Income Plan-Long Term Plan-Growth Option 26-12-2003 7.23 13.35 7.72 10.46 10.07
Escorts Opportunities Fund-Growth 26-02-2001 21.99 14.58 9.0 12.92 6.08
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.48 13.5 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 18.26 17.51 8.5 17.71 7.49
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 14.44 15.71 7.86 12.35 4.58
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 14.44 15.71 7.86 12.35 4.58
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 11.62 12.58 9.21 10.2 0.0
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 11.29 12.33 9.05 10.1 0.0
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 9.49 11.39 8.11 10.43 9.83
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.43 13.69 8.8 11.44 9.24

PORTFOLIO ANALYSIS of HDFC MF Monthly Income Plan-Long Term Plan-Growth Option

Asset Allocation (%)

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