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HSBC Income Fund - Short Term - Growth

Category: Short Term Debt Funds
Launch Date: 10-12-2002
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 1.25% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 1,958 Cr As on (30-09-2017)
Turn over: -
NAV as on 16-02-2018

28.1094

0 (0.0096%)

CAGR Since Inception

7.04%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of HSBC Income Fund - Short Term - Growth

Scheme Performance (%)

Data as on - 19-02-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Shah, Mr. Kapil Punjabi

Mr. Shah is a Chartered Accountant and PGDM. Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.

Investment Objective

The scheme seeks to generate regular returns through a diversified portfolio of fixed income securities, it caters to investors with a short to medium term investment horizon. It will invest atleast 40 per cent of its assets in instruments with average maturity less than 367 days and upto 60 per cent in instruments with average maturity greater than an year.

RETURNS CALCULATOR for HSBC Income Fund - Short Term - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Income Fund - Short Term - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Income Fund - Short Term - Growth 1.32 3.72 -1.15 1.08 7.29 2.72
Short Term Debt Funds - - - - - -

PEER COMPARISION of HSBC Income Fund - Short Term - Growth

Period
Data as on - 19-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Income Fund - Short Term - Growth 10-12-2002 5.09 7.06 7.1 7.72 7.65
Invesco India Medium Term Bond Fund - Growth 30-12-2010 6.84 8.0 7.85 8.12 0.0
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.83 8.46 8.39 8.59 0.0
Escorts Short Term Debt Fund-Growth Option 28-12-2005 6.7 7.3 7.87 8.87 8.87
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 6.53 8.15 7.92 0.0 0.0
DHFL Pramerica Short Term Floating Rate Fund - Growth 09-10-2009 6.46 7.51 7.68 8.17 0.0
DHFL Pramerica Short Maturity Fund - Growth 21-01-2003 6.42 8.36 8.1 8.66 8.74
Aditya Birla Sun Life Short Term Fund - Discipline Advantage Plan 04-03-2009 6.32 8.27 8.36 8.94 0.0
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 03-03-1997 6.31 8.2 8.28 8.89 8.17
UTI Banking & PSU Debt Fund- Growth Option 30-01-2014 6.27 8.74 8.71 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Income Fund - Short Term - Growth

Asset Allocation (%)

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