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HSBC Monthly Income Plan - Direct Plan (QD)

PLAN: Direct OPTIONS: Quarterly Dividend

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : HSBC Mutual Fund FUND CLASS : MIP Conservative
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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

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Returns ()

Period Returns (%) Rank #
1 mth 2.5 11
3 mth 4.8 14
6 mth 8.1 18
1 year 17.3 13
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 38 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
No Performance Data Available

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.5 4.8 8.1 17.3 -- -- --
Category avg 2.0 4.1 7.3 14.5 5.1 4.4 2.7
Difference of Fund returns and Category returns 0.5 0.7 0.8 2.8 -- -- --
Best of category 3.1 6.7 11.6 21.7 13.0 12.4 10.0
Worst of category 0.9 2.0 3.8 9.4 5.0 6.5 6.2

Investment Info

Investment Objective

Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 0.00 ()
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Aditya Khemani / Sanjay Shah / Ruchir Parekh
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

MIP Conservative Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru MIP (G) Not Ranked
340.89 6.0 11.3 21.0 12.4 9.2
ICICI Pru MIP - Direct (G) Not Ranked
2.43 6.1 11.6 21.7 -- --
UTI Monthly Income Scheme (G) Not Ranked
284.42 4.9 8.5 16.8 11.0 8.6
UTI Monthly Income Scheme-Direct(G) Not Ranked
3.21 5.0 8.7 17.3 -- --
Birla SL Monthly Income (G) Not Ranked
256.39 6.6 9.7 18.4 10.8 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 13)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 1.96 1.04
ITC Tobacco 1.89 1.00
Shree Cements Cement 1.76 0.93
HDFC Banking/Finance 1.34 0.71
Amara Raja Batt Automotive 1.23 0.65
HDFC Bank Banking/Finance 1.21 0.64
Supreme Ind Manufacturing 1.02 0.54
TCS Technology 1.01 0.53
Maruti Suzuki Automotive 1.01 0.53
Petronet LNG Oil & Gas 0.85 0.45

Full Portfolio

Sector Allocation (May 31, 13)

Sector %

1-Year

HighLow

Banking/Finance 4.10 0.00 0.00
Automotive 1.52 0.00 0.00
Technology 1.13 0.00 0.00
Tobacco 1.00 0.00 0.00
Cement 0.93 0.00 0.00
Pharmaceuticals 0.92 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 13)

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

View All

Concentration

Holdings (%)
Top 5 4.33
Top 10 7.02
Sector (%)
Top 3 6.75

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