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HDFC Medium Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
18.954 0 (0.01%)

NAV as on 18 Oct, 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 Jun 2017) up from Rank 2 last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.4 71
3 mth 1.7 28
6 mth 4.3 24
1 year 7.8 41
2 year 9.2 25
3 year 9.3 37
5 year 9.1 16

# Moneycontrol Rank within 146 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 0.4 1.7 4.3 7.8 9.2 9.3 9.1
Category avg 0.4 1.5 3.8 7.3 8.1 8.3 6.9
Difference of Fund returns and Category returns 0.0 0.2 0.5 0.5 1.1 1.0 2.2
Best of category 1.6 4.5 8.0 17.8 11.2 11.0 10.0
Worst of category -0.4 0.2 2.7 4.7 6.2 1.6 2.8
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 (%)
ICICI Pru Short Term Plan (G) Rank 3
6,262.35 1.4 4.0 7.6 9.2 9.0
ICICI Pru Short Term Plan-IP (G) Not Ranked
75.14 1.4 4.0 7.6 9.3 9.2
ICICI Pru STP - Direct (G) Rank 2
5,445.72 1.6 4.4 8.4 10.0 --
ABSL Short Term - Direct (G) Rank 3
15,550.77 1.7 4.1 7.7 9.3 --
Reliance Short Term - Direct (G) Rank 4
10,553.39 1.7 4.2 7.6 9.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
Power Finance Corporation Ltd. CRISIL - AAA 131.04 4.98
8.15 SDL 2021 Sovereign 95.25 3.62
8.39 SDL 2021 Sovereign 76.31 2.90
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 65.78 2.50
National Highways Authority of India CRISIL - AAA 62.36 2.37
8.39 SDL 2022 Sovereign 59.73 2.27
HDB Financial Services Ltd. CRISIL - AAA 58.15 2.21
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 57.89 2.20
Food Corporation of India (Corporate guarantee from Govt of India) CRISIL - AAA(SO) 57.10 2.17
Housing Development Finance Corporation Ltd. CRISIL - AAA 52.62 2.00

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 97.26
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.74

View All

Concentration

Holdings (%)
Top 5 16.37
Top 10 27.22
Sector (%)
Top 3 N.A.

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