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HSBC Short Duration Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
17.960 0.02 (0.13%)

NAV as on 03 Nov, 2014

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close HSBC Income Fund - Short Term Plan has been renamed as HSBC Short Duration Fund w.e.f March 14, 2018.

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Returns (NAV as on 03 Nov, 2014)

Period Returns (%) Rank #
1 mth - 2
3 mth - 3
6 mth - 3
1 year - 7
2 year - 15
3 year - 8
5 year - 64

# Moneycontrol Rank within 113 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 2.6 2.0 1.4 8.8
2013 1.9 2.3 0.4 2.4 7.6
2012 1.9 2.4 2.7 2.0 9.6
2011 2.3 2.1 2.1 2.1 9.1
2010 0.9 1.1 0.9 1.5 4.6

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 (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 0.2 1.2 1.7 5.5 7.0 7.1 6.5
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 0.7 2.0 3.2 8.1 9.6 9.1 9.6
Worst of category -0.4 0.2 -1.8 2.2 5.3 0.7 4.0

Investment Info

Investment Objective

To provide reasonable income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 1 year to 3 years. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 09, 0003
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 2.22 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Ruchir Parekh / Sanjay Shah
View performance of schemes managed by the Fund Manager
Notes HSBC Income Fund - Short Term Plan has been renamed as HSBC Short Duration Fund w.e.f March 14, 2018.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 16, V N Road, Fort, Mumbai, 400001
Tel. No. 022 66145000
Fax No. 022 4002 9600
Email hsbcmf@hsbc.co.in
Website http://www.assetmanagement.hsbc.com/in

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Short Term - Direct (G) Rank 2
14,064.49 1.2 1.9 6.2 8.1 8.7
HDFC Medium Term Opport. - DP (G) Rank 2
9,640.64 1.0 1.5 6.0 8.1 8.4
Franklin (I) STIF - Inst. (G) Not Ranked
10.87 1.7 2.7 8.1 8.7 9.4
Reliance Short Term - Direct (G) Rank 3
7,962.03 1.0 1.4 5.8 7.9 8.6
Kotak Bond-Short Term Plan - Direct (G) Rank 3
8,343.30 1.3 1.9 5.9 8.2 8.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 31, 14)

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

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Sector (%)
Top 3 N.A.

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