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HDFC Medium Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
19.015 0 (0.00%)

NAV as on 15 Dec, 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

Very Good performance in the category

The scheme is ranked 1 in Debt Short Term category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.1 97
3 mth 0.8 86
6 mth 2.8 56
1 year 6.7 50
2 year 8.8 32
3 year 8.7 35
5 year 9.0 15

# Moneycontrol Rank within 140 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.3 2.1 2.1 - -
2016 2.3 2.0 3.5 1.9 10.6
2015 2.3 1.6 2.3 1.7 8.5
2014 2.5 2.9 2.1 2.9 10.9
2013 2.0 2.5 -0.4 2.7 7.4
2012 1.8 2.5 3.5 2.1 10.4

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 0.1 0.8 2.8 6.7 8.8 8.7 9.0
Category avg 0.2 1.0 2.8 6.6 8.0 7.8 6.9
Difference of Fund returns and Category returns -0.1 -0.2 0.0 0.1 0.8 0.9 2.1
Best of category 1.6 4.5 8.0 17.8 11.2 10.1 9.8
Worst of category -0.2 -1.2 -0.5 2.4 6.3 1.0 4.3
HDFC Medium Term Opportunities Fund (G) Review by Crisil - Rating: 5 (Rank 1 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 Jun 28, 2010
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 2,629.90 (Sep-30-2017)
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 (%)
UTI Short Term Income - RP (G) Not Ranked
86.80 0.8 2.3 5.8 7.9 8.8
ABSL Dynamic Bond -RP (G) Rank 3
8,432.52 -1.2 -0.5 2.4 8.0 9.2
Reliance Short Term - Direct (G) Rank 3
10,553.39 0.8 2.7 6.6 8.6 --
Kotak Bond-Short Term Plan - Direct (G) Rank 4
7,477.21 0.8 2.6 6.5 8.7 --
Reliance Short Term Fund (G) Rank 3
3,465.18 0.6 2.4 5.9 7.9 8.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Debt Rating Value
(Rs cr)
Asset %
Power Finance Corporation Ltd. CRISIL - AAA 626.82 4.46
8.15 SDL 2021 Sovereign 456.98 3.25
8.39 SDL 2021 Sovereign 365.42 2.60
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 315.81 2.25
Food Corporation of India (Corporate guarantee from Govt of India) CRISIL - AAA(SO) 299.65 2.13
National Highways Authority of India CRISIL - AAA 298.58 2.13
Reliance Jio Infocomm Ltd. CRISIL - AAA 286.78 2.04
8.39 SDL 2022 Sovereign 285.70 2.03
HDB Financial Services Ltd. CRISIL - AAA 282.07 2.01
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 277.44 1.98

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Nov 30, 17)

Equity 0.00
Others 0.00
Debt 95.51
Mutual Funds N.A
Money Market 0.70
Cash / Call 3.79

View All

Concentration

Holdings (%)
Top 5 14.69
Top 10 24.88
Sector (%)
Top 3 N.A.

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