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HDFC Short Term Opportunities Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
10.302 0 (0.02%)

NAV as on 23 Jun, 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 Mar 2017) up from Rank 3 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 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 0.9 104
3 mth 2.1 101
6 mth 3.8 64
1 year 8.9 91
2 year 6.3 73
3 year 5.8 64
5 year - -

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -0.1 - - - -
2016 0.1 -0.4 0.4 0.6 1.1
2015 0.1 -0.4 0.3 -0.3 -
2014 0.1 0.3 -0.2 0.5 0.7
2013 -0.1 0.3 0.1 -0.3 0.4

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 -0.1 0.2 1.1 6.3 5.8 --
Category avg 1.0 2.2 3.7 9.0 8.5 8.3 7.2
Difference of Fund returns and Category returns -1.1 -2.3 -3.5 -7.9 -2.2 -2.5 --
Best of category 3.1 5.1 8.0 17.8 11.6 12.1 10.4
Worst of category 0.1 0.9 2.5 6.4 -1.9 1.8 2.8
HDFC Short Term Opportunities Fund - Direct Plan (D) 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 30 months.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 6,852.34 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.04 (Jun-12-2017)
Bonus N.A.
Fund Manager Anil Bamboli
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 the revised exit load will be Nil.

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) Rank 3
9,796.61 4.9 3.6 12.2 11.4 10.4
Reliance Short Term - Direct (G) Rank 3
11,033.92 2.5 3.9 9.8 9.7 --
Birla SL Short Term Fund (G) Rank 3
3,678.83 2.4 3.9 9.6 9.5 9.6
HDFC Short Term Opportunities (G) Not Ranked
2,516.34 2.1 3.7 8.7 9.0 9.1
Birla SL Short Term Fund (DAP) Rank 3
0.00 2.5 3.9 9.7 9.6 9.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Indiabulls Housing Finance Ltd. CARE - AAA 506.25 5.02
National Bank for Agriculture & Rural Development CRISIL - AAA 400.03 3.97
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 319.62 3.17
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 268.89 2.67
Housing Development Finance Corporation Ltd. CRISIL - AAA 239.74 2.38
Reliance Jio Infocomm Limited CRISIL - AAA 228.22 2.26
Housing Development Finance Corporation Ltd. CRISIL - AAA 226.90 2.25
7.86 SDL 2019 Sovereign 223.05 2.21
8.39 SDL 2019 Sovereign 219.47 2.18
Power Finance Corporation Ltd. CRISIL - AAA 156.64 1.55

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(May 31, 17)

Equity 0.00
Others 0.00
Debt 93.29
Mutual Funds 1.98
Money Market 0.09
Cash / Call 4.64

View All

Concentration

Holdings (%)
Top 5 17.21
Top 10 27.66
Sector (%)
Top 3 N.A.

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