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HDFC Short Term Plan (G)

PLAN: Regular OPTIONS: Growth
27.846 0.02 (0.06%)

NAV as on 28 Jul, 2015

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 : Credit Opportunities Funds
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2015) up from Rank 5 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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 28 Jul, 2015)

Period Returns (%) Rank #
1 mth 1.0 29
3 mth 2.2 8
6 mth 4.3 14
1 year 10.6 29
2 year 10.6 24
3 year 9.3 13
5 year 8.8 12

# Moneycontrol Rank within 42 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.5 1.8 - - -
2014 2.5 2.7 2.2 3.0 -
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

View where it stands within its peers

* Returns over 1 year are Annualised

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 1.0 2.2 4.3 10.6 10.6 9.3 8.8
Category avg 1.0 1.9 3.6 9.8 9.0 7.8 6.3
Difference of Fund returns and Category returns 0.0 0.3 0.7 0.8 1.6 1.5 2.5
Best of category 1.3 2.5 4.6 12.1 12.2 10.6 10.2
Worst of category 0.9 1.6 3.3 9.8 10.1 8.7 8.6
HDFC Short Term Plan (G) Review by Crisil - Rating: 4 (Rank 2 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) 1,816.93 (Jun-30-2015)
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

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) ST Income -Retail (G) Rank 2
9,288.06 2.1 4.0 11.0 10.1 9.4
Franklin Corporate Bond Opp. (G) Rank 3
8,415.76 2.1 4.1 10.8 10.1 --
Reliance RSF - Debt - RP (G) Rank 4
4,854.53 2.1 4.1 10.0 9.5 8.7
ICICI Pru Regular Savings Fund (G) Rank 4
5,151.67 2.2 4.1 10.4 9.3 --
Franklin India Income Oppor. (G) Rank 3
4,293.53 2.0 3.9 10.9 10.1 9.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Debt Rating Value
(Rs cr)
Asset %
11.2 Aditya Birla Retail Ltd CRISIL - A- 103.11 4.41
10.45 Indiabulls Housing Finance Ltd. CARE - AAA 90.25 3.86
10.81 Writers and Publishers (Secured with shares of DB Corp ) BRICKWORKS - AA-(SO) 83.94 3.59
9.36 Vedanta CRISIL - AA+ 82.07 3.51
10.95 Adani Power Ltd. BRICKWORKS - AA-(SO) 80.20 3.43
Samvardhana Motherson International (Secured with shares of Motherson Sumi Systems) BWR - A+(SO) 78.09 3.34
10.35 Mandava Holdings Pvt Ltd (Axis Capital Underwriting) ICRA - AAA 67.10 2.87
13.45 Prime Publishing Pvt.(Secured with shares of ZEE Entertainment Enter) Unrated 59.15 2.53
9 Petronet LNG Ltd. CRISIL - AA+ 58.45 2.50
9 Sadbhav Infrastructure Project Ltd CARE - A+(SO) 57.52 2.46

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 15)

Equity 0.00
Others 0.00
Debt 89.84
Mutual Funds 2.67
Money Market 4.11
Cash / Call 3.38

View All

Concentration

Holdings (%)
Top 5 18.80
Top 10 32.50
Sector (%)
Top 3 N.A.

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