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HDFC Short Term Plan (G)

PLAN: Regular OPTIONS: Growth
26.285 0 (0.02%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

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

Relatively Weak performance in the category

The scheme is ranked 5 in Debt Short Term category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch 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.
View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 99
3 mth 2.9 54
6 mth 5.3 27
1 year 10.8 21
2 year 9.1 39
3 year 9.2 23
5 year 8.2 23

# Moneycontrol Rank within 125 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.7 2.2 - -
2013 1.9 2.2 -0.1 2.7 7.2
2012 1.8 2.2 2.8 2.0 9.4
2011 1.7 1.9 2.0 2.2 8.5
2010 1.4 1.4 1.0 0.9 5.0
2009 2.5 2.6 0.9 1.8 8.7

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 2.9 5.3 10.8 9.1 9.2 8.2
Category avg 0.7 2.7 4.8 8.9 7.3 4.5 3.0
Difference of Fund returns and Category returns -0.2 0.2 0.5 1.9 1.8 4.7 5.2
Best of category 2.4 6.0 8.2 14.8 10.7 10.5 9.5
Worst of category 0.4 1.7 3.7 7.7 7.4 7.6 4.5
HDFC Short Term Plan (G) Review by Crisil - Rating: 1 (Rank 5 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) 1,892.73 (Sep-30-2014)
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 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

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 6.0 8.2 14.8 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 5.9 8.0 14.4 10.5 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.3 5.9 11.8 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 2.9 5.2 10.8 9.8 8.6
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.0 5.2 10.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Debt Rating Value
(Rs cr)
Asset %
11.2 Aditya Birla Retail Ltd CRISIL - A- 115.59 4.91
10.45 Indiabulls Housing Finance Ltd. CARE - AA+ 100.91 4.29
9.36 Sesa Sterlite Ltd. CRISIL - AA+ 100.55 4.27
Samvardhana Motherson International (Secured with shares of Motherson Sumi Systems) BWR - A+(SO) 82.25 3.50
13.45 Prime Publishing (Secured with shares of ZEE Entertainment) #NAME? 66.42 2.82
9 Petronet LNG Ltd. CRISIL - AA+ 65.52 2.79
Jyothy Laboratories Limited CARE - AA- 57.53 2.45
9.05 Petronet LNG Ltd. CRISIL - AA+ 50.48 2.15
10.1 Shriram Transport Finance Co. Ltd. CARE - AA+ 50.19 2.13
12.65 Prism Cement Ltd. FITCH - A- 40.83 1.74

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 78.67
Mutual Funds 4.25
Money Market 7.97
Cash / Call 9.11

View All

Concentration

Holdings (%)
Top 5 19.79
Top 10 31.05
Sector (%)
Top 3 N.A.

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