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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in MIP Aggressive category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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View Historic Graph From To

Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	2.4	11
3 mth	3.7	11
6 mth	6.6	7
1 year	16.6	3
2 year	10.8	4
3 year	8.6	7
5 year	9.0	8

# Moneycontrol Rank within 49 MIP Aggressive Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-0.6	-	-	-	-
2012	6.1	1.6	4.8	3.5	17.7
2011	-1.5	0.1	-1.0	-	-2.0
2010	1.0	0.4	3.9	0.4	6.8
2009	-2.5	9.2	5.4	3.1	18.1
2008	-4.9	-2.7	-0.4	5.3	-2.9

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	2.4	3.7	6.6	16.6	10.8	8.6	9.0
Category avg	1.6	2.7	4.8	12.1	6.6	4.7	4.0
Difference of Fund returns and Category returns	0.8	1.0	1.8	4.5	4.2	3.9	5.0
Best of category	5.2	6.2	9.8	17.5	11.5	9.3	12.8
Worst of category	0.1	-1.4	0.5	6.7	5.4	4.5	4.5

HSBC Monthly Income Plan - Savings Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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	Growth
Launch date	Feb 13, 2004
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	288.94 (Mar-30-2013)
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	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office	314, D. N. Road, Fort, Mumbai , 400001
Tel. No.	022 6666 8819
Fax No.	022 4002 9600
Email	hsbcmf@hsbc.co.in
Website	http://www.assetmanagement.hsbc.com/in

Peer Comparison

MIP Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC MIP - LTP (G)	Rank 2	5,133.91	3.3	6.3	13.1	8.6	10.8
Reliance MIP (G)	Rank 2	3,386.21	4.4	6.7	13.6	9.3	12.8
UTI MIS - Advantage Plan (G)	Rank 3	554.69	3.7	5.3	13.5	8.1	8.8
ICICI Prudential MIP 25 (G)	Rank 3	526.59	3.9	6.3	13.8	9.1	8.8
DSP BlackRock MIP Fund (G)	Rank 3	520.73	3.7	5.8	12.0	8.7	9.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
8.20% Government Stock M - 24-Sep-2025	Sovereign	33.01	10.52
Power Grid Corporation of India	CRISIL AAA	23.00	7.33
Shriram Transport Finance Company	CRISIL AA	18.04	5.75
HDFC	CRISIL AAA	15.26	4.86
Bajaj Finance	[ICRA] AA+	15.13	4.82
8.12% Government Stock M - 10-Dec-2020	Sovereign	13.34	4.25
Rural Electrification Corporation	CARE AAA	12.13	3.86
Power Finance Corporation	CRISIL AAA	10.18	3.25
LIC Housing Finance	CRISIL AAA	10.09	3.22
Power Finance Corporation	CRISIL AAA	8.64	2.75