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HDFC Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
16.290 0.01 (0.04%)

NAV as on 10 Feb, 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

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Nov 1999) 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 10 Feb, 2016)

Period Returns (%) Rank #
1 mth 0.4 55
3 mth 1.4 58
6 mth 3.7 66
1 year 8.3 36
2 year 9.4 53
3 year 9.1 31
5 year 9.3 14

# Moneycontrol Rank within 156 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2011 2.0 2.3 2.1 2.1 9.2

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 0.4 1.4 3.7 8.3 9.4 9.1 9.3
Category avg 0.3 1.3 3.3 7.1 8.0 7.0 6.8
Difference of Fund returns and Category returns 0.1 0.1 0.4 1.2 1.4 2.1 2.5
Best of category 1.2 12.3 5.6 11.4 10.9 10.3 10.2
Worst of category -0.9 -1.0 -13.6 -9.9 -0.2 2.5 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) 2,320.84 (Dec-31-2015)
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 0.50%
Load Comments Exit load of 0.50% if redeemed within 3 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 -1.0 1.9 5.1 9.0 9.5
Birla SL Short Term - Direct (G) Not Ranked
6,563.71 1.7 4.2 8.7 9.5 --
Birla SL Dynamic Bond -Direct (G) Not Ranked
5,296.89 -0.8 2.3 5.9 9.6 --
Reliance Short Term - Direct (G) Not Ranked
4,260.34 1.5 4.0 8.3 9.5 --
HDFC Short Term Opp.- Direct (G) Not Ranked
3,649.66 1.5 3.8 8.5 9.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Debt Rating Value
(Rs cr)
Asset %
7.83 7.83 GOI 2018 Sovereign 133.86 5.17
8.38 Steel Authority of India Ltd. CARE - AAA 65.25 2.52
8.05 Rural Electrification Corporation Ltd. CRISIL - AAA 56.96 2.20
8.39 8.39 SDL 2018 Sovereign 56.70 2.19
8.4 Power Finance Corporation Ltd. CRISIL - AAA 56.19 2.17
LIC Housing Finance Ltd. CRISIL - AAA 53.60 2.07
7.8 National Bank for Agriculture & Rural Development CRISIL - AAA 52.56 2.03
8.9 Power Finance Corporation Ltd. CRISIL - AAA 52.04 2.01
9.32 Tata Power Co. Ltd. CARE - AA 47.12 1.82
9.2 9.20 SDL 2018 Sovereign 46.35 1.79

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 0.00
Others 0.00
Debt 90.69
Mutual Funds N.A
Money Market 7.95
Cash / Call 1.36

View All

Concentration

Holdings (%)
Top 5 14.25
Top 10 23.97
Sector (%)
Top 3 N.A.

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