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HDFC Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
17.868 0.01 (0.06%)

NAV as on 20 Feb, 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

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 20 Feb, 2017)

Period Returns (%) Rank #
1 mth 0.4 36
3 mth 1.5 31
6 mth 4.1 63
1 year 9.6 88
2 year 8.9 58
3 year 9.4 67
5 year 9.3 20

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.1 1.9 2.7 1.9 9.3
2015 2.3 1.7 2.3 1.7 8.6
2014 2.5 2.6 2.1 2.7 10.4
2013 2.1 2.3 0.7 2.7 8.3
2012 2.4 2.4 2.4 2.1 10.0

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 1.5 4.1 9.6 8.9 9.4 9.3
Category avg 0.1 1.1 3.9 9.5 8.2 8.2 7.2
Difference of Fund returns and Category returns 0.3 0.4 0.2 0.1 0.7 1.2 2.1
Best of category 1.6 4.5 8.0 17.8 11.2 11.7 10.2
Worst of category -2.7 -3.2 1.0 6.4 -1.7 2.2 2.8
HDFC Short Term Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 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 Growth
Launch date Jun 24, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 2,845.01 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
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
9,466.69 -3.2 1.0 12.9 11.0 9.9
Birla SL Short Term Fund (G) Rank 2
3,366.71 1.1 4.2 10.2 9.9 9.7
Birla SL Short Term - Direct (G) Not Ranked
11,840.17 1.1 4.2 10.3 10.0 --
UTI Short Term Income - RP (G) Not Ranked
95.51 1.0 4.3 10.0 9.5 9.4
UTI Short Term Income - IP (G) Rank 3
3,822.15 1.1 4.4 10.3 9.7 9.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Debt Rating Value
(Rs cr)
Asset %
National Bank for Agriculture & Rural Development CRISIL - AAA 404.23 4.34
Reliance Jio Infocomm Limited CRISIL - AAA 356.84 3.83
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 322.17 3.46
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 271.05 2.91
7.86 SDL 2019 Sovereign 225.37 2.42
8.39 SDL 2019 Sovereign 221.91 2.38
National Housing Bank CRISIL - AAA 211.15 2.27
Housing Development Finance Corporation Ltd. CRISIL - AAA 151.36 1.62
Small Industries Development Bank of India CARE - AAA 150.79 1.62
National Bank for Agriculture & Rural Development CRISIL - AAA 150.17 1.61

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 0.00
Others 1.02
Debt 92.70
Mutual Funds N.A
Money Market 3.49
Cash / Call 2.79

View All

Concentration

Holdings (%)
Top 5 16.96
Top 10 26.46
Sector (%)
Top 3 N.A.

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