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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Long Term category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
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View Historic Graph From To

Returns (NAV as on Jun-19-2013)

Period	Returns (%)	Rank #
1 mth	-0.4	70
3 mth	4.3	44
6 mth	7.9	32
1 year	13.0	36
2 year	11.3	24
3 year	9.4	21
5 year	9.2	20

# Moneycontrol Rank within 84 Debt Long Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	0.1	-	-	-	-
2012	-0.6	0.4	0.6	-	0.4
2011	-0.1	0.4	0.8	1.4	2.7
2010	-1.0	-0.5	-1.2	-0.5	-3.1
2009	-7.2	1.3	-1.5	-0.1	-6.4
2008	0.1	-1.0	0.4	13.0	12.4

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-0.4	4.3	7.9	13.0	11.3	9.4	9.2
Category avg	-0.1	4.0	6.8	11.4	8.8	6.9	4.5
Difference of Fund returns and Category returns	-0.3	0.3	1.1	1.6	2.5	2.5	4.7
Best of category	1.8	6.2	10.0	15.5	13.3	11.8	12.2
Worst of category	-0.9	1.7	3.6	7.8	7.3	0.7	-9.0

HSBC Income Fund - Investment Plan (QD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

Aims to provide reasonable income through a diversified portfolio of fixed income securities The AMC�s view of interest rate trends and the nature of the Plans will be reflected in the type and maturities of securities in which the Short Term and Investment Plans are invested.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Dec 03, 2002
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	62.63 (Mar-30-2013)
Minimum Investment	Rs.10000
Last Dividend	Rs.0.19 (Jun-14-2013)
Bonus	N.A.
Fund Manager	Ruchir Parekh ~ Sanjay Shah View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.50%
Load Comments	Exit load 0.50% if units are redeemed / switched-out within 6 months from the date of allotment.

Contact Details

Regd. Office	314, D. N. Road, Fort, Mumbai , 400001
Tel. No.	022 6666 8819
Fax No.	022 4002 9600
Email	hsbcmf@hsbc.co.in
Website	http://www.assetmanagement.hsbc.com/in

Peer Comparison

Debt Long Term	Crisil Rank	Assets (Rs.cr)
Debt Long Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Reliance Dynamic Bond (G)	Rank 2	4,008.07	5.4	8.8	14.5	10.5	7.2
Kotak Bond (Deposit) (G)	Not Ranked	455.94	5.3	8.1	13.5	9.6	10.6
Kotak Bond - Plan A (G)	Rank 3	4,571.33	5.3	8.1	13.4	9.6	10.6
SBI Dynamic Bond Fund (G)	Rank 1	5,238.04	5.2	9.1	14.8	11.8	7.5
Birla SL Income Plus -B RP (G)	Rank 2	2,818.16	6.0	9.9	15.5	9.9	10.2
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Debt	Rating	Value (Rs cr)	Asset %
8.12% GOI RED 10-Dec-2020	SOVEREIGN	15.61	12.12
Indian Railway Finance Corporation	CRISIL AAA	11.88	9.21
Power Grid Corporation of India	CRISIL AAA	11.55	8.96
8.20% GOI RED 24-Sep-2025	SOVEREIGN	9.25	7.17
7.16% GOI RED 20-May-2023	SOVEREIGN	9.15	7.10
State Bank of India	CRISIL AAA	7.15	5.55
Rural Electrification Corporation	CARE AAA	6.63	5.14
Export Import Bank of India	CRISIL AAA	5.22	4.05
HDFC	CRISIL AAA	5.13	3.98
HDFC	CRISIL AAA	5.01	3.89