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HDFC Short Term Plan - Direct Plan (G) SET SMS ALERT

25.949
0.02 (0.07%)
NAV as on Oct-21-2014
NAV as on Oct-21-2014

Fund Family HDFC Mutual Fund

Fund Class Debt Short Term

Forms
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Morgan Stanley Mutual Fund have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley Short Term Bond Fund has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.
View Historic Graph From     To     

Returns (NAV as on Oct-21-2014)

Period Returns (%) Rank #
1 mth 1.1 19
3 mth 2.9 6
6 mth 5.6 13
1 year 10.7 6
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.6 2.7 2.3 - -
2013 1.9 2.2 - 2.7 7.4

View where it stands within its peers

* Returns over 1 year are Annualised

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 1.1 2.9 5.6 10.7 -- -- --
Category avg 0.9 2.4 4.8 8.3 4.2 4.2 2.9
Difference of Fund returns and Category returns 0.2 0.5 0.8 2.4 -- -- --
Best of category 1.4 3.3 6.3 11.3 10.1 10.3 9.4
Worst of category 0.6 1.9 3.8 7.7 7.2 7.6 4.3

Investment Info

Investment Objective

The primary objective of the HDFC Short Term Plan is to generate regular income through investment in debt securities and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 97.37 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Anil Bamboli
View performance of schemes managed by the Fund Manager
Notes Morgan Stanley Mutual Fund have been acquired by HDFC Mutual Fund, Accordingly, Morgan Stanley Short Term Bond Fund has been merged with HDFC Short Term Plan, w.e.f. June 27, 2014.

Load Details

Entry Load N.A
Exit Load 0.75%
Load Comments Exit load of 0.75% if redeemed within 9 months from the date of allotment.

Contact Details

Regd. Office Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22028862
Email jmathews@hdfcindia.com
Website http://www.hdfcfund.com/

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -RP (G) Rank 3
7,790.72 2.5 6.0 10.8 9.6 8.5
Birla SL Short Term - Direct (G) Not Ranked
3,332.13 2.7 5.4 10.3 -- --
IDFC SSIF-STP Plan F (G) Not Ranked
0.20 2.7 5.1 9.5 9.1 --
HDFC Corporate Debt Opp. -Reg (G) Not Ranked
1,046.61 3.2 6.1 -- -- --
ICICI Pru Short Term Plan (G) Rank 5
2,309.83 2.7 5.8 10.1 9.2 8.0
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 30, 14)

Equity 0.00
Others 0.00
Debt 84.13
Mutual Funds N.A
Money Market 11.86
Cash / Call 4.01

View All

Concentration

Holdings (%)
Top 5 22.53
Top 10 35.32
Sector (%)
Top 3 N.A.

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