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HDFC Short Term Plan - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
32.875 0.01 (0.02%)

NAV as on 24 Mar, 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.

View Top ranked funds in this category

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 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 0.5 48
3 mth 1.9 16
6 mth 4.4 14
1 year 10.3 26
2 year 10.1 8
3 year 10.5 6
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 0.5 1.9 4.4 10.3 10.1 10.5 --
Category avg 0.5 1.4 3.5 8.9 8.1 8.2 7.2
Difference of Fund returns and Category returns 0.0 0.5 0.9 1.4 2.0 2.3 --
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.2
Worst of category 0.1 -1.1 0.1 6.4 -1.8 -1.8 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) 459.32 (Dec-31-2016)
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 -RP (G) Rank 3
9,466.69 -1.1 0.1 9.6 10.8 10.0
Reliance Short Term - Direct (G) Rank 3
10,616.82 1.4 3.6 9.7 9.9 --
Birla SL Short Term Fund (DAP) Rank 2
0.00 1.5 3.7 9.7 9.8 9.7
Reliance Short Term Fund (G) Rank 3
3,836.87 1.2 3.3 9.0 9.3 9.2
Birla SL Dynamic Bond -Direct (G) Rank 3
5,054.31 -0.9 0.4 10.4 11.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Debt Rating Value
(Rs cr)
Asset %
HPCL-Mittal Energy Limited FITCH - AA 180.53 4.25
Adani Transmission Limited FITCH - AA+ 167.47 3.94
Vedanta Ltd. CRISIL - AA- 153.55 3.61
Nirchem Cement Limited (100% subsidairy of Nirma Ltd. & Holding Co. of Lafarge India Ltd.) CRISIL - AA 131.96 3.11
National Bank for Agriculture & Rural Development CRISIL - AAA 115.60 2.72
Aditya Birla Retail Ltd CRISIL - A- 114.63 2.70
Tata Motors Finance Ltd. CRISIL - AA 103.15 2.43
Tata Motors Finance Ltd. CRISIL - AA 101.69 2.39
EID Parry (India) Ltd. CRISIL - A+ 101.56 2.39
Vedanta Ltd. CRISIL - AA- 92.14 2.17

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Feb 28, 17)

Equity 0.00
Others 0.00
Debt 85.21
Mutual Funds N.A
Money Market 6.96
Cash / Call 7.83

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Concentration

Holdings (%)
Top 5 17.63
Top 10 29.71
Sector (%)
Top 3 N.A.

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