HDFC MF Monthly Income Plan - Short Term Plan

2 Value Research
0.27%
Change from previous, NAV as on Sep 03, 2015
Category: Hybrid: Debt-oriented Conservative
Assets: R 309 crore (As on Jul 31, 2015)
Expense: 2.52% (As on Mar 31, 2015)
Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 6.57   (May 07, 2014 - Jun 06, 2014) -4.90   (May 12, 2006 - Jun 13, 2006)
Quarter 12.48   (Mar 05, 2009 - Jun 04, 2009) -7.20   (May 20, 2013 - Aug 19, 2013)
Year 23.94   (Nov 20, 2008 - Nov 20, 2009) -7.39   (Nov 19, 2007 - Nov 18, 2008)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 9.44 5.27 0.51 0.84 0.97 0.61
VR MIP 8.89 4.72 0.46 0.82 - -
Category 10.09 4.28 0.83 1.41 0.77 1.67
Rank within Category 35 8 41 40 12 41
Number of funds in category 51 51 51 51 51 51
As on Aug 31, 2015
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 0.97 0.27 -0.49 -1.85 0.65 -0.47 5.62 9.55 7.85 8.73 7.59
VR MIP 1.35 0.40 -0.31 -2.00 0.18 -2.24 5.08 8.99 7.31 7.31 7.77
Category 4.11 0.20 -0.16 -0.55 1.75 1.26 9.66 10.39 8.84 9.32 8.96
Rank within Category 99 32 98 101 102 90 96 35 39 27 29
Number of funds in category 101 103 105 105 105 103 101 51 47 39 36
As on Sep 03, 2015
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