MF ExpertFund research
HDFC Mutual FundIncomeGrowth

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

Scheme code #102144 · Open Ended Schemes

₹29.6136
Latest NAV
25-05-2018
0.25%
Day change
₹30.9804
52-week high
₹29.074
52-week low
NAV history
Returns
1 month-1.30%
3 months-1.60%
6 months-3.50%
1 year (absolute)1.82%
3 years (absolute)20.23%
5 years (absolute)47.27%
1Y CAGR1.82%
3Y CAGR6.33%
5Y CAGR8.05%
Since inception CAGR7.37%
Risk metrics
Volatility (1Y, annualized σ)4.05%
Volatility (3Y, annualized σ)4.16%
Max drawdown (1Y)-4.70%
Max drawdown (3Y)-4.70%
Max drawdown (all time)-9.39%
Sharpe ratio (1Y, rf=6%)-1.02
Sharpe ratio (3Y, rf=6%)0.09
Scheme metadata
Fund houseHDFC Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeH
Scheme code102144
Earliest NAV date03-04-2006
Total NAV observations2,942
History last refreshed2026-08-30 13:06:39 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.