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HDFC Medium Term Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
18.259 0 (0.02%)

NAV as on 25 Apr, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Short Term category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 25 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.8 33
3 mth 0.9 109
6 mth 3.4 69
1 year 9.6 36
2 year 9.2 32
3 year 9.7 32
5 year - -

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.3 2.0 3.5 1.9 10.7
2015 2.4 1.6 2.4 1.7 8.6
2014 2.5 2.9 2.2 2.9 11.0
2013 2.1 2.5 -0.3 2.7 7.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 0.8 0.9 3.4 9.6 9.2 9.7 --
Category avg 0.7 1.2 3.4 8.5 8.1 8.4 7.1
Difference of Fund returns and Category returns 0.1 -0.3 0.0 1.1 1.1 1.3 --
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.1
Worst of category 0.1 -1.3 0.5 6.4 -2.0 1.9 2.8
HDFC Medium Term Opportunities Fund - Direct Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

To generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 60 months.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 6,908.92 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Anupam Joshi
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments Exit Load 0.25% if units are redeemed / switched-out within 1 months from the date of allotment.

Contact Details

Regd. Office HUL House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.com
Website http://www.hdfcfund.com/

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Short Term - Direct (G) Rank 3
11,033.92 1.0 3.3 9.2 9.9 --
Birla SL Short Term - Direct (G) Rank 2
12,566.77 1.2 3.5 9.2 9.7 --
Birla SL Dynamic Bond -RP (G) Rank 3
9,796.61 -1.3 0.5 9.2 10.8 9.9
HDFC Medium Term Opport. - DP (G) Rank 2
6,908.92 0.9 3.4 9.6 9.7 --
ICICI Pru Banking & PSU-Direct (G) Rank 1
7,201.51 0.6 3.5 10.5 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Power Finance Corporation Ltd. CRISIL - AAA 505.54 6.73
8.15 SDL 2021 Sovereign 404.88 5.39
8.39 SDL 2020 Sovereign 379.34 5.05
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 277.18 3.69
National Bank for Agriculture & Rural Development CRISIL - AAA 244.88 3.26
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 243.38 3.24
HDB Financial Services Ltd. CRISIL - AAA 234.37 3.12
8.39 SDL 2021 Sovereign 223.10 2.97
Bajaj Finance Ltd. FITCH - AAA 214.83 2.86
Housing Development Finance Corporation Ltd. CRISIL - AAA 188.54 2.51

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 99.07
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.93

View All

Concentration

Holdings (%)
Top 5 24.12
Top 10 38.82
Sector (%)
Top 3 N.A.

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