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HDFC Short Term Plan (G)

PLAN: Regular OPTIONS: Growth
32.061 0.01 (0.02%)

NAV as on 18 Jan, 2017

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Credit Opportunities Funds
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Credit Opportunities Funds category by Crisil (for quarter ended Sep 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 18 Jan, 2017)

Period Returns (%) Rank #
1 mth 0.9 50
3 mth 2.2 42
6 mth 5.3 49
1 year 10.6 34
2 year 9.8 33
3 year 10.3 26
5 year 9.5 15

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.4 - - - -
2015 2.5 1.8 2.6 2.0 9.4
2014 2.5 2.7 2.2 3.0 10.9
2013 1.9 2.2 -0.1 2.7 7.2
2012 1.8 2.2 2.8 2.0 9.4

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 (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 2.2 5.3 10.6 9.8 10.3 9.5
Category avg 0.9 2.1 5.3 10.0 9.0 8.0 6.8
Difference of Fund returns and Category returns 0.0 0.1 0.0 0.6 0.8 2.3 2.7
Best of category 1.4 2.8 7.0 13.1 11.4 12.0 10.8
Worst of category -1.7 -0.4 -0.2 -13.2 6.7 7.6 8.7
HDFC Short Term Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

To generate regular income through investment in Debt Securities and Money Market Instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 28, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 3,310.53 (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

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Corporate Debt Opp. -Reg (G) Rank 3
8,222.79 2.4 6.2 11.8 -- --
Birla SL Medium Term - RP (G) Rank 3
7,783.39 2.4 5.7 11.7 10.9 10.8
Reliance RSF - Debt - RP (G) Rank 3
7,109.05 2.1 5.4 10.6 10.0 9.5
Franklin (I) ST Income -Retail (G) Rank 5
6,812.60 2.5 5.7 8.7 9.7 9.7
Franklin Corporate Bond Opp. (G) Rank 4
6,406.94 2.4 5.6 9.1 10.0 9.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Debt Rating Value
(Rs cr)
Asset %
HPCL-Mittal Energy Limited FITCH - AA- 148.53 4.48
Adani Transmission FITCH - AA+ 139.91 4.22
Vedanta Ltd. CRISIL - AA- 126.64 3.82
Nirchem Cement Limited CRISIL - AA 110.07 3.32
National Bank for Agriculture & Rural Development CRISIL - AAA 96.47 2.91
Aditya Birla Retail Ltd CRISIL - A- 95.81 2.89
Tata Motors Finance Ltd. CRISIL - AA 84.87 2.56
EID Parry (India) Ltd. CRISIL - A+ 84.87 2.56
Vedanta Ltd. CRISIL - AA- 76.25 2.30
Rural Electrification Corporation Ltd. CRISIL - AAA 65.97 1.99

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 85.11
Mutual Funds N.A
Money Market 11.21
Cash / Call 0.00

View All

Concentration

Holdings (%)
Top 5 18.75
Top 10 31.05
Sector (%)
Top 3 N.A.

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