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you are here: Moneycontrol Mutual Funds Debt Short Term HSBC Mutual Fund HSBC Short Duration Fund - Institutional Plus (G)

HSBC Short Duration Fund - Institutional Plus (G)

Previous Name:
Plan: Institutional Plus Plan | Option: Growth | Type : Open-Ended
Buy
16.026 0.00 ( 0.01 %)
NAV as on 27 Apr, 2017
Crisil MF Rank
Riskometer
MODERATE
FUND Family
FUND CLASS
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Info

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.

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 Apr 27, 2017)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 110 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
2017 1.1 0.2 - - 1.4
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

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

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Aug 02, 0009

  • Benchmark:

  • Asset size (Rs Cr):

    32.43 ( Mar 31, 2017 )

  • Asset Date:

    Mar 31, 2017

  • Minimum Investment:

    Rs.50000000

  • Last Dividend:

    N.A. View Dividend History

  • 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

  • Load Comments:

    N.A.

Contact Details
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 5.5 7.6 8.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Mar 31, 2017
Company Sector Value %Assets
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
Asset Allocation (%) As on Mar 31, 2017
Equity 0.00
Others 0.00
Debt 96.93
Mutual Funds 0.00
Money Market 0.25
Cash / Call 2.82
Sector Allocation (%) As on Mar 31, 2017
Sector %
No Sector Allocation Data Available
Concentration As on Mar 31, 2017
Holdings %
Top 5 23.26
Top 10 96.93
Sectors %
Top 3 0
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