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HSHSBC MFGrowth

HSBC Income Fund - Short Term Plan - Institutional Plus - Growth

debtDebt - Short Term FundBenchmark: CRISIL Short Term Bond Index
NAV · 27 Apr 2017₹16.03+0.01%
AUM₹160 Crfrom this fund's primary plan
Expense Ratio0.70%
CAGR—
Exit LoadNil
Min SIP—
Launched2009

Investment Objective

Aims to provide reasonable income through a diversified portfolio of fixed income securities. The AMC's view of interest rate trends and the nature of the plans will be reflected in the type and maturities of securities in which Short Term and Investment Plans are invested.

Fund Mandate

Debt & MMI with duration of upto 3 years80%–100%
Debt Instruments with duration of greater than 3 years0%–20%
Asset Allocation
Debt95.8%
Cash & Equivalents4.2%
Fund Managers
SS
Sanjay Shah
Fund Manager
Key Information
0.70%
—
₹5,00,00,000
Nil
Nil
Inception18 Feb 2009
AMCHSBC MF
Top Holdings
16.69% GOI 27JUN2024G-Sec15.91%
2Export Import Bank of India**Bank9.73%
3Sikka Ports & Terminals Limited**Logistics9.72%
4Power Grid Corporation of India Limited**Power6.63%
5REC Limited**Finance6.57%
6Sundaram Finance Limited**Finance6.37%
7National Bank for Agriculture & Rural Development**Bank6.34%
8Kotak Mahindra Prime Limited**Finance6.34%
9Bajaj Housing Finance Limited**Finance6.33%
10HDB Financial Services Ltd.**Finance6.22%
Sector Allocation
Finance35.0%
G-Sec28.4%
Bank16.1%
Logistics9.7%
Power6.6%
Others2.6%
Miscellaneous1.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for HSBC Income Fund - Short Term Plan - Institutional Plus - Growth.

HSBC MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.70%
Nil
Nil
—
₹5,00,00,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme