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HDFC Short Term Plan - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
27.781 0.02 (0.05%)

NAV as on 30 Jun, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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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.
View Historic Graph From     To     

Returns (NAV as on 30 Jun, 2015)

Period Returns (%) Rank #
1 mth 0.5 25
3 mth 1.9 16
6 mth 4.8 7
1 year 10.5 5
2 year 9.5 12
3 year - -
5 year - -

# Moneycontrol Rank within 144 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.6 - - - -
2014 2.6 2.7 2.3 3.0 -
2013 1.9 2.2 - 2.7 7.4

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.5 1.9 4.8 10.5 9.5 -- --
Category avg 0.3 1.3 3.7 8.6 7.1 7.1 5.7
Difference of Fund returns and Category returns 0.2 0.6 1.1 1.9 2.4 -- --
Best of category 1.2 3.0 5.6 12.6 10.8 10.5 9.9
Worst of category -0.4 0.2 2.3 7.1 6.2 7.5 2.7

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) 186.05 (Mar-31-2015)
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 (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
3,902.03 0.7 3.9 12.6 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,427.76 0.5 3.5 12.0 10.1 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
130.69 1.6 4.5 10.9 10.5 9.5
Reliance Short Term Fund (G) Rank 3
2,075.38 1.2 3.7 9.5 9.2 8.5
Reliance Short Term - Direct (G) Not Ranked
3,329.34 1.3 4.0 10.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(May 29, 15)

Equity 0.00
Others 0.00
Debt 90.17
Mutual Funds N.A
Money Market 5.02
Cash / Call 4.81

View All

Concentration

Holdings (%)
Top 5 19.89
Top 10 34.10
Sector (%)
Top 3 N.A.

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