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HSBC Income Fund - STP - Institutional Plus (MD)

PLAN: Institutional Plus Plan OPTIONS: Monthly Dividend
10.000 0 (0.00%)

NAV as on 10 May, 2013

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

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

Below average performance in the category

The scheme is ranked 4 in Debt Short Term category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. 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 10 May, 2013)

Period Returns (%) Rank #
1 mth 0.4 125
3 mth 1.3 92
6 mth 3.4 81
1 year 9.1 73
2 year 8.6 71
3 year 9.2 71
5 year 9.2 24

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 - - - - -
2012 0.2 - - - -0.3
2011 0.5 -0.1 0.5 0.9 1.2
2010 - -0.1 - - -
2009 - -0.6 -0.2 -985.0 -0.6

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 0.3 1.2 3.4 9.0 8.6 9.2 9.2
Category avg 0.5 1.4 3.5 8.9 8.1 8.2 7.2
Difference of Fund returns and Category returns -0.2 -0.2 -0.1 0.1 0.5 1.0 2.0
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.2
Worst of category 0.1 -1.1 0.1 6.4 -1.8 -1.8 2.8
HSBC Income Fund - STP - Institutional Plus (MD) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

Aims to provide reasonable income through a diversified portfolio of fixed income securities The AMCs 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 Mar 26, 2009
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 41.45 (Mar-31-2012)
Minimum Investment Rs.50000000
Last Dividend Rs.0.06 (Feb-24-2012)
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 0.00%
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 (%)
Birla SL Dynamic Bond -RP (G) Rank 3
9,466.69 -1.1 0.1 9.6 10.8 10.0
Reliance Short Term - Direct (G) Rank 3
10,616.82 1.4 3.6 9.7 9.9 --
Birla SL Short Term Fund (DAP) Rank 2
0.00 1.5 3.7 9.7 9.8 9.7
Reliance Short Term Fund (G) Rank 3
3,836.87 1.2 3.3 9.0 9.3 9.2
Birla SL Dynamic Bond -Direct (G) Rank 3
5,054.31 -0.9 0.4 10.4 11.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

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

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

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No Sector Data Available

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Asset Allocation (%)(Apr 30, 13)

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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