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HDFC Medium Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
16.622 0.01 (0.04%)

NAV as on 29 Apr, 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 Dec 2015) 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 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 1.0 57
3 mth 2.5 34
6 mth 4.2 37
1 year 8.8 48
2 year 9.7 38
3 year 8.8 46
5 year 9.3 17

# Moneycontrol Rank within 149 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

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 1.0 2.5 4.2 8.8 9.7 8.8 9.3
Category avg 1.0 2.3 3.7 7.9 8.4 7.0 6.8
Difference of Fund returns and Category returns 0.0 0.2 0.5 0.9 1.3 1.8 2.5
Best of category 1.5 6.2 13.9 12.1 12.3 10.6 10.1
Worst of category 0.4 0.5 2.1 -10.0 -0.5 2.4 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) 1,651.09 (Dec-31-2015)
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 (%)
Birla SL Dynamic Bond -RP (G) Not Ranked
8,211.09 4.6 3.9 8.7 9.7 10.1
Birla SL Short Term - Direct (G) Not Ranked
6,563.71 2.4 4.3 9.1 9.4 --
Reliance Short Term - Direct (G) Not Ranked
4,260.34 2.5 4.2 9.0 9.3 --
UTI Short Term Income - IP (G) Rank 4
2,382.67 2.0 3.6 8.3 8.9 9.9
Birla SL Dynamic Bond -Direct (G) Not Ranked
5,296.89 4.8 4.3 9.5 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Debt Rating Value
(Rs cr)
Asset %
6.35 GOI 2020 Sovereign 185.58 11.97
7.80 GOI 2020 Sovereign 116.12 7.49
8.12 GOI 2020 Sovereign 114.73 7.40
8.56 Rural Electrification Corporation Ltd. CRISIL - AAA 76.74 4.95
8.36 Power Finance Corporation Ltd. CRISIL - AAA 76.12 4.91
8.4 Power Grid Corporation of India Ltd. CRISIL - AAA 54.57 3.52
8.33 NTPC Ltd. ICRA - AAA 43.56 2.81
8.75 Housing Development Finance Corporation Ltd. CRISIL - AAA 39.84 2.57
8.37 National Bank for Agriculture & Rural Development CRISIL - AAA 38.14 2.46
9.05 Petronet LNG Ltd. CRISIL - AA+ 36.59 2.36

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 16)

Equity 0.00
Others 0.00
Debt 96.38
Mutual Funds 0.81
Money Market 1.38
Cash / Call 1.43

View All

Concentration

Holdings (%)
Top 5 36.72
Top 10 50.44
Sector (%)
Top 3 N.A.

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