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you are here: Moneycontrol Mutual Funds Debt Short Term HDFC Mutual Fund HDFC Short Term Bond Fund - Institutional Plus Plan (WD)

HDFC Short Term Bond Fund - Institutional Plus Plan (WD)

Previous Name:
Plan: | Option: Dividend | Type : Open-Ended
Buy
10.544 -0.01 ( -0.13 %)
NAV as on 27 Jun, 2014
Crisil MF Rank
Riskometer
N.A
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Not Ranked

The scheme is Not Ranked in Debt Short Term category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Morgan Stanley have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.

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Returns (NAV as on Jun 27, 2014)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 150 Debt Short Term Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 1.0 0.2 - - 1.1
2013 0.2 1.2 -0.2 1.0 2.3
2012 0.4 0.4 0.6 -0.2 0.9
2011 0.4 -0.1 -0.1 0.1 0.3
2010 -0.2 0.1 -0.1 0.2 0.1

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 0.7 0.9 2.1 4.4 6.8 7.2 6.3
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 1 1.8 3.5 7.1 9.3 9 9.5
Worst of Category 0.3 0.2 0.1 -0.9 5.1 0.5 3.9
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

N.A.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    May 20, 2009

  • Benchmark:

  • Asset size (Rs Cr):

    2.39 ( Mar 31, 2014 )

  • Asset Date:

    Mar 31, 2014

  • Minimum Investment:

    Rs.5000000

  • Last Dividend:

    Rs.0.01 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Ritesh Jain
    View performance of schemes managed by the Fund Manager

  • Notes:

    Morgan Stanley have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0.50%

  • Load Comments:

    Exit Load 0.50% if units are redeemed on or before the expiry of 6 months from the date of allotment.

Contact Details
  • Regd. Office:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
UTI Short Term Income Fund - Institutional (G) 3,378.80 21.3 1.0 2.2 4.6 7.7 8.2
Aditya Birla Sun Life Corporate Bond Fund (Discipline Advantage Plan) 0.00 20.5 1.3 1.8 5.5 7.9 8.5
Aditya Birla Sun Life Corporate Bond Fund - Direct Plan (G) 14,064.49 67.2 1.0 2.4 5.2 8.0 8.6
Reliance Short Term Fund (G) 3,182.10 32.7 0.5 1.7 3.9 7.1 7.8
HDFC Short Term Debt Fund (G) 3,365.14 19.4 1.1 2.7 5.6 7.6 8.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2014
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on May 31, 2014
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on May 31, 2014
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2014
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
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