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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
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View Historic Graph From To

Returns (NAV as on May-23-2013)

Period	Returns (%)	Rank #
1 mth	1.8	14
3 mth	3.0	19
6 mth	6.1	9
1 year	13.0	22
2 year	8.8	18
3 year	8.3	8
5 year	10.7	2

# Moneycontrol Rank within 49 MIP Aggressive Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-2.5	-	-	-	-
2012	4.5	-0.7	2.2	1.4	8.5
2011	-1.5	-0.6	-2.8	-2.5	-6.9
2010	0.1	0.9	3.2	-0.9	4.1
2009	-1.3	15.5	3.8	1.6	21.8
2008	-9.5	-6.1	-0.6	-2.0	-17.9

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	1.8	3.0	6.1	13.0	8.8	8.3	10.7
Category avg	1.4	2.5	4.7	12.0	6.5	4.6	4.0
Difference of Fund returns and Category returns	0.4	0.5	1.4	1.0	2.3	3.7	6.7
Best of category	5.1	6.1	9.7	17.3	11.2	9.0	12.8
Worst of category	0.1	-1.4	0.4	6.6	5.3	4.4	4.4

HDFC Monthly Income Plan - Long Term Plan (QD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Dec 08, 2003
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	5,133.91 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.18 (Mar-25-2013)
Bonus	N.A.
Fund Manager	Shobhit Mehrotra / Prashant Jain / Miten Lathia View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office	Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No.	66316333
Fax No.	91 22 22028862
Email	jmathews@hdfcindia.com
Website	http://www.hdfcfund.com/

Peer Comparison

MIP Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC MIP - LTP (G)	Rank 2	5,133.91	3.0	6.1	13.0	8.3	10.7
Reliance MIP (G)	Rank 2	3,386.21	4.2	6.4	13.4	9.0	12.8
UTI MIS - Advantage Plan (G)	Rank 3	554.69	3.5	5.2	13.3	7.8	8.7
ICICI Prudential MIP 25 (G)	Rank 3	526.59	3.6	6.0	13.6	8.8	8.7
DSP BlackRock MIP Fund (G)	Rank 3	520.73	3.4	5.5	11.6	8.5	9.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
8.15 Government Securities	Sovereign	195.11	3.72
8.33 Government Securities	Sovereign	177.49	3.38
9.37 Sundaram Finance Ltd.**	ICRA - AA+	136.10	2.59
8.2 Government Securities	Sovereign	134.32	2.56
11.4 Tata Power Co. Ltd.**	CRISIL - AA	104.46	1.99
9.27 Power Finance Corporation Ltd.**	CRISIL - AAA	102.53	1.95
State Bank of India		84.91	1.62
9.15 Government Securities	Sovereign	82.20	1.57
9.55 Hindalco Industries Ltd.**	CRISIL - AA+	78.48	1.50
ICICI Bank Ltd.		78.55	1.50