otherLow risk

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

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹29.6136

▲ 0.25% today

As of 25 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹1.8k gain · 1.8% / year

Invested 3 years ago

₹1.20 L

▲ ₹20.2k gain · 6.3% / year

Invested 5 years ago

₹1.47 L

▲ ₹47.2k gain · 8.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.2%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.39%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year1.82%

CAGR — 3 years6.33%

CAGR — 5 years8.05%

CAGR — since launch7.37%

Volatility — 1 year (annualised)4.05%

Volatility — 3 years (annualised)4.16%

Max drawdown — 1 year-4.70%

Max drawdown — 3 years-4.70%

Sharpe ratio — 1 year (rf=6%)-1.02

Sharpe ratio — 3 years (rf=6%)0.09

Fund info

Fund house: HDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102144
First price on record: 3 Apr 2006 · 2,942 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.