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HDFC Short Term Plan - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
33.145 0.01 (0.02%)

NAV as on 25 Apr, 2017

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Close Morgan Stanley Mutual Fund have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley Short Term Bond Fund has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.
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Returns (NAV as on 25 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.8 24
3 mth 1.7 15
6 mth 4.2 17
1 year 9.9 28
2 year 10.0 11
3 year 10.4 7
5 year - -

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.5 2.1 3.2 2.1 10.7
2015 2.6 1.9 2.7 2.1 9.9
2014 2.6 2.7 2.3 3.0 11.2
2013 1.9 2.2 - 2.7 7.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 1.7 4.2 9.9 10.0 10.4 --
Category avg 0.7 1.2 3.4 8.5 8.1 8.4 7.1
Difference of Fund returns and Category returns 0.1 0.5 0.8 1.4 1.9 2.0 --
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.1
Worst of category 0.1 -1.3 0.5 6.4 -2.0 1.9 2.8
HDFC Short Term Plan - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

The primary objective of the HDFC Short Term Plan is to generate regular income through investment in debt securities and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 518.29 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Anil Bamboli
View performance of schemes managed by the Fund Manager
Notes Morgan Stanley Mutual Fund have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley Short Term Bond Fund has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.

Load Details

Entry Load N.A
Exit Load 0.75%
Load Comments Exit load of 0.75% if redeemed within 9 months from the date of allotment.

Contact Details

Regd. Office HUL House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.com
Website http://www.hdfcfund.com/

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Short Term - Direct (G) Rank 3
11,033.92 1.0 3.3 9.2 9.9 --
Birla SL Short Term - Direct (G) Rank 2
12,566.77 1.2 3.5 9.2 9.7 --
Birla SL Dynamic Bond -RP (G) Rank 3
9,796.61 -1.3 0.5 9.2 10.8 9.9
HDFC Medium Term Opport. - DP (G) Rank 2
6,908.92 0.9 3.4 9.6 9.7 --
ICICI Pru Banking & PSU-Direct (G) Rank 1
7,201.51 0.6 3.5 10.5 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
HPCL-Mittal Energy Limited FITCH - AA 21.25 4.09
Adani Transmission Limited FITCH - AA+ 19.59 3.77
Vedanta Ltd. CRISIL - AA- 17.98 3.46
Trends in Vogue Private Limited (Axis Capital Underwriting) Private Limited ICRA - AAA(SO) 17.56 3.38
Adani Power Ltd. (Secured by Shares of Adani Port & SEZ Ltd.) CARE - AA-(SO) 17.46 3.36
Nirchem Cement Limited (100% subsidairy of Nirma Ltd. & Holding Co. of Lafarge India Ltd.) CRISIL - AA 15.48 2.98
Housing Development Finance Corporation Ltd. CRISIL - AAA 14.65 2.82
National Bank for Agriculture & Rural Development CRISIL - AAA 13.56 2.61
Aditya Birla Retail Ltd CRISIL - A- 13.40 2.58
Tata Motors Finance Ltd. CRISIL - AA 12.21 2.35

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 89.50
Mutual Funds 4.51
Money Market 1.12
Cash / Call 4.87

View All

Concentration

Holdings (%)
Top 5 18.06
Top 10 31.40
Sector (%)
Top 3 N.A.

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