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HDFC Medium Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
17.430 0.01 (0.07%)

NAV as on 23 Sep, 2016

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 Jun 2016) down from Rank 1 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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View Historic Graph From     To     

Returns (NAV as on 23 Sep, 2016)

Period Returns (%) Rank #
1 mth 1.1 26
3 mth 3.6 27
6 mth 6.1 24
1 year 10.6 30
2 year 10.1 36
3 year 10.3 23
5 year 9.7 11

# Moneycontrol Rank within Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.3 - - - -
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
2011 2.0 2.0 1.9 2.2 8.6

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 1.1 3.6 6.1 10.6 10.1 10.3 9.7
Category avg 0.9 2.9 5.1 9.0 8.7 8.0 7.0
Difference of Fund returns and Category returns 0.2 0.7 1.0 1.6 1.4 2.3 2.7
Best of category 1.8 7.1 9.9 14.5 14.2 13.2 10.9
Worst of category 0.4 1.3 2.9 -6.7 -0.7 2.8 2.8
HDFC Medium Term Opportunities Fund (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 Jun 28, 2010
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1,515.15 (Jun-30-2016)
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) Not Ranked
5,800.80 3.4 5.9 10.6 10.6 --
Reliance Short Term Fund (G) Rank 3
2,623.50 3.3 5.6 9.9 9.9 9.3
Birla SL Dynamic Bond -RP (G) Rank 1
8,045.41 7.0 9.5 13.7 12.6 10.9
Birla SL Short Term Fund (DAP) Not Ranked
0.00 3.3 5.7 10.4 10.2 9.8
Birla SL Dynamic Bond -Direct (G) Not Ranked
4,191.62 7.1 9.9 14.5 13.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Debt Rating Value
(Rs cr)
Asset %
8.36 Power Finance Corporation Ltd. CRISIL - AAA 322.29 4.64
8.75 ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 305.69 4.40
8.49 Housing Development Finance Corporation Ltd. CRISIL - AAA 279.64 4.02
8.15 SDL 2021 Sovereign 277.26 3.99
8.37 Rural Electrification Corporation Ltd. CRISIL - AAA 226.47 3.26
9.08 SDL 2019 Sovereign 209.87 3.02
7.8 GOI 2021 Sovereign 206.06 2.96
8 Export - Import Bank of India CRISIL - AAA 204.60 2.94
8.23 Bajaj Finance Ltd. FITCH - AAA 201.14 2.89
8.12 ONGC Mangalore Petrochemicals Ltd FITCH - AAA 193.59 2.78

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 0.00
Others 0.00
Debt 93.15
Mutual Funds N.A
Money Market 3.28
Cash / Call 3.57

View All

Concentration

Holdings (%)
Top 5 20.31
Top 10 34.90
Sector (%)
Top 3 N.A.

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