HSBC Income Fund - Short Term Plan (G) NAV | HSBC Mutual Fund | HSBC Income Fund

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Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	0.4	71
3 mth	1.9	58
6 mth	4.0	62
1 year	8.7	60
2 year	7.3	43
3 year	6.1	46
5 year	7.6	21

# Moneycontrol Rank within 73 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	1.8	-	-	-	-
2011	2.2	2.0	2.0	2.1	8.8
2010	0.8	1.0	0.8	1.4	4.3
2009	2.3	2.2	0.7	0.9	6.7
2008	1.9	2.3	2.1	2.2	9.0
2007	-	2.7	2.5	2.1	7.6

View where it stands within its peers

* Returns over 1 year are Annualised

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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	0.4	1.9	4.0	8.7	7.3	6.1	7.6
Category avg	0.6	2.1	4.3	8.9	6.3	4.5	3.2
Difference of Fund returns and Category returns	-0.2	-0.2	-0.3	-0.2	1.0	1.6	4.4
Best of category	1.4	3.2	5.7	14.5	10.9	9.2	9.6
Worst of category	0.4	0.4	0.5	0.1	-0.9	0.2	1.0

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	Growth
Launch date	Dec 03, 2002
Benchmark	CRISIL Short Term Bond Fund
Asset Size (Rs cr)	496.11 (Mar-31-2012)
Minimum Investment	Rs.100000
Last Dividend	N.A.
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	www.assetmanagement.hsbc.com/in

Peer Comparison

Debt Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Templeton (I) STIF - Inst. (G)	Not Ranked	673.65	2.3	4.5	9.7	8.5	9.4
Templeton (I) ST Income (G)	Rank 4	4,159.60	2.2	4.4	9.5	8.3	9.3
Templeton India Income Oppor. (G)	Rank 5	3,194.27	2.1	4.4	9.5	--	--
Templeton (I) Low Duration (G)	Rank 3	523.74	2.6	5.0	10.1	--	--
Templeton (I) Low Duration (QD)	Not Ranked	1,377.97	0.4	0.5	0.1	0.2	1.0
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Debt	Rating	Value (Rs cr)	Asset %
Export Import Bank of India	CRISIL AAA	25.06	4.80
Power Finance Corporation	CRISIL AAA	25.00	4.79
Housing Development Finance Corporation	CRISIL AAA	24.98	4.78
National Housing Bank	Fitch AAA (ind)	24.94	4.78
Shriram Transport Finance Company	CRISIL AA	21.96	4.20
Shriram Transport Finance Company	CRISIL AA	20.01	3.83
Sundaram Finance	[ICRA] AA+	18.04	3.45
Tata Sons	CRISIL AAA	18.01	3.45
Tata Sons	CRISIL AAA	15.08	2.89
National Housing Bank	Fitch AAA (ind)	14.98	2.87