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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in MIP Aggressive category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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View Historic Graph From To

Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	1.5	36
3 mth	3.3	26
6 mth	5.6	25
1 year	11.5	32
2 year	8.8	20
3 year	7.3	17
5 year	8.1	13

# Moneycontrol Rank within MIP Aggressive Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-1.5	-	-	-	-
2012	3.3	-0.7	1.4	0.9	5.7
2011	-1.8	0.1	-1.8	-1.8	-4.6
2010	0.2	-0.1	1.3	-1.4	0.4
2009	0.4	8.3	1.6	1.0	12.6
2008	-5.8	-1.2	1.0	1.0	-5.2

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	1.5	3.3	5.6	11.5	8.8	7.3	8.1
Category avg	2.1	3.0	5.3	12.7	6.7	4.7	4.0
Difference of Fund returns and Category returns	-0.6	0.3	0.3	-1.2	2.1	2.6	4.1
Best of category	5.7	6.5	10.2	18.7	11.4	9.1	12.8
Worst of category	0.5	-1.4	1.0	7.0	5.6	4.4	4.5

HDFC Monthly Income Plan - Short Term Plan (MD) Review by Crisil - Rating: 2 (Rank 4 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)	242.20 (Mar-30-2013)
Minimum Investment	Rs.25000
Last Dividend	Rs.0.05 (Apr-25-2013)
Bonus	N.A.
Fund Manager	Shobhit Mehrotra / Vinay Kulkarni / 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	3.7	6.9	14.0	8.5	10.8
Reliance MIP (G)	Rank 2	3,386.21	4.6	7.1	14.0	9.1	12.8
UTI MIS - Advantage Plan (G)	Rank 3	554.69	4.2	6.2	14.4	8.1	8.8
ICICI Prudential MIP 25 (G)	Rank 3	526.59	4.2	7.0	14.6	9.0	8.7
DSP BlackRock MIP Fund (G)	Rank 3	520.73	3.9	6.4	12.2	8.7	9.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
9.29 Power Finance Corporation Ltd.**	CRISIL - AAA	15.57	6.50
9.4 National Bank for Agriculture & Rural Development**	CRISIL - AAA	10.32	4.31
8.7 Power Finance Corporation Ltd.**	CRISIL - AAA	10.04	4.19
10.33 Sundaram BNP Paribas Home Finance Ltd.**	ICRA - AA	10.02	4.19
8.5 Tata Motors Finance Ltd.**	CRISIL - AA-	8.50	3.55
10.6 Shriram City Union Finance Ltd.**	CRISIL - AA-	6.02	2.51
11.8 Tata Steel Ltd.**	CARE - AA	5.32	2.22
9.35 Rural Electrification Corporation Ltd.**	CRISIL - AAA	5.25	2.19
10.25 BMW India Financial Services Pvt. Ltd.**	CRISIL - AAA	5.21	2.18
12.1 Shriram City Union Finance Ltd.**	CRISIL - AA-	5.16	2.16