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Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹300 & Lump. ₹5000

AUM (Fund size)

₹274 Cr

Lock In Period

N/A

Expense Ratio

2.4

Benchmark

Nifty50 Hybrid Composite Debt 15:85 Index

Exit Load

Charged over & above redemption of 15% of the units as 1% if redeemed within 1 year

Summary

Latest details for HDFC Monthly Income - Short Term Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹300. The HDFC Monthly Income - Short Term Growth AUM is ₹274 Cr, with a lock-in of N/A years, expense ratio of 2.4%, and benchmark Nifty50 Hybrid Composite Debt 15:85 Index. Exit load is - Charged over & above redemption of 15% of the units as 1% if redeemed within 1 year. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 1.06% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.001.06297.26
6M0.001.90315.31
1Y0.005.70339.02
3Y0.0014.1055.84

Portfolio Analysis

  • Equity:
  • Debt:
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About Fund

HDFC Monthly Income - Short Term Growth managed by HDFC Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹274 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.4. Under the expert guidance of Vinay Kulkarni ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vinay Kulkarni

Mr. Vinay holds a B.Tech (IIT, Mumbai) and a PGDM (IIM, Bangalore). He has over 22 years of experience, of which 20 years in Fund Management and Equity Research and 2 years in the IT industry. Prior to this, he has been with Tata AMC as fund manager and before that, has been with Deutsche Mutual Fund for the period of less than one year and UTI Mutual Fund as fund manager of domestic equity schemes from June 1992- July 2005.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Retirement Fund - Hybrid Conservative Growth090.41 CR2.12
This FundICICI Prudential Multiple Yield Fund -Series 3 Plan C Growth00.9 CR2.18
Fund Name1Y3Y
This FundICICI Prudential Retirement Fund - Hybrid Conservative Growth7.649937.9445
This FundICICI Prudential Multiple Yield Fund -Series 3 Plan C Growth7.61738.9552

FAQs

HDFC Monthly Income - Short Term Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC Monthly Income - Short Term Growth is 2.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Monthly Income - Short Term Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of HDFC Monthly Income - Short Term Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HDFC Monthly Income - Short Term Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC Monthly Income - Short Term Growth is ₹274 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Monthly Income - Short Term Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500