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HSBC Income Fund - STP - Institutional Plus (G)

PLAN: Institutional Plus Plan OPTIONS: Growth
16.026 0 (0.01%)

NAV as on 27 Apr, 2017

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 Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 27 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.5 26
3 mth 0.9 140
6 mth 3.3 132
1 year 8.5 43
2 year 8.4 93
3 year 9.1 60
5 year 9.0 22

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.1 0.2 - - -
2016 2.0 1.9 3.0 1.9 9.6
2015 2.4 1.4 2.7 1.5 8.5
2014 2.4 2.6 2.0 3.0 10.6
2013 2.0 2.3 0.4 2.4 7.7
2012 1.9 2.4 2.7 2.1 9.7

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 0.5 0.9 3.3 8.5 8.4 9.1 9.0
Category avg 0.4 1.7 4.2 7.8 8.3 8.3 7.0
Difference of Fund returns and Category returns 0.1 -0.8 -0.9 0.7 0.1 0.8 2.0
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.1
Worst of category 0.1 0.9 2.9 6.2 -0.3 1.7 2.8

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 Growth
Launch date Feb 18, 2009
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 5.77 (Jun-30-2017)
Minimum Investment Rs.50000000
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 0.00%
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 Dynamic Bond -RP (G) Rank 3
8,862.99 0.9 6.3 6.2 10.8 10.0
ABSL Short Term Fund (DAP) Rank 2
0.00 1.9 4.6 8.4 9.5 9.4
Reliance Short Term - Direct (G) Rank 4
10,403.73 2.0 4.7 8.3 9.6 --
ABSL Short Term - Direct (G) Rank 3
13,567.69 2.0 4.7 8.4 9.6 --
ICICI Pru STP - Direct (G) Rank 2
3,630.51 1.9 5.3 9.5 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Rural Electrification Corporation Ltd. CARE AAA 1.72 5.18
LIC Housing Finance Ltd. CRISIL AAA 1.70 5.11
Nabha Power Ltd. [ICRA]AAA(SO) 1.68 5.05
National Bk for Agriculture & Rural Dev. CRISIL AAA 1.36 4.08
Nabha Power Ltd. [ICRA]AAA 1.28 3.84
Sundaram BNP Paribas Home Finance Ltd. [ICRA]AA+ 1.08 3.24
Sundaram BNP Paribas Home Finance Ltd. [ICRA]AA+ 1.08 3.24
8.40% UTTAR PRADESH SDL RED 10-03-2020 SOVEREIGN 0.86 2.59
LIC Housing Finance Ltd. CRISIL AAA 0.86 2.59
Housing Development Finance Corp Ltd. CRISIL AAA 0.85 2.55

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 96.93
Mutual Funds N.A
Money Market 0.25
Cash / Call 2.82

View All

Concentration

Holdings (%)
Top 5 23.26
Top 10 37.47
Sector (%)
Top 3 N.A.

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