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HDFC Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
15.122 0 (0.03%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Debt Short Term category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth 0.6 37
3 mth 2.2 85
6 mth 5.3 76
1 year 10.8 58
2 year 9.6 33
3 year 9.7 12
5 year - -

# Moneycontrol Rank within 127 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.6 2.1 2.7 -
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
2010 - 0.1 1.5 1.7 3.4

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 0.6 2.2 5.3 10.8 9.6 9.7 --
Category avg 0.5 2.3 5.3 9.5 7.8 7.5 5.4
Difference of Fund returns and Category returns 0.1 -0.1 0.0 1.3 1.8 2.2 --
Best of category 1.2 4.5 10.2 16.5 11.5 10.8 9.7
Worst of category 0.3 1.7 3.7 -18.3 7.7 7.6 4.8
HDFC Short Term Opportunities Fund (G) Review by Crisil - Rating: 5 (Rank 1 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) 1,740.34 (Dec-31-2014)
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 -Direct (G) Not Ranked
2,494.99 4.5 10.2 16.5 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,143.07 4.3 9.9 15.9 10.7 9.6
Franklin (I) STIF - Inst. (G) Not Ranked
161.66 2.7 6.7 12.7 10.8 9.5
Reliance Short Term - Direct (G) Not Ranked
2,289.11 2.6 6.4 12.4 -- --
Reliance Short Term Fund (G) Rank 4
1,768.91 2.5 6.1 11.8 9.6 8.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Debt Rating Value
(Rs cr)
Asset %
9.52 Rural Electrification Corporation Ltd. CRISIL - AAA 187.62 6.39
8.38 Steel Authority of India Ltd. CARE - AAA 145.98 4.97
9.74 LIC Housing Finance Ltd. CARE - AAA / CRISIL - AAA 101.18 3.44
8.25 Steel Authority of India Ltd. CARE - AAA 99.91 3.40
9 Petronet LNG Ltd. CRISIL - AA+ 86.09 2.93
9.67 Rural Electrification Corporation Ltd. CRISIL - AAA 81.19 2.76
9.32 Power Finance Corporation Ltd. CRISIL - AAA 80.86 2.75
9.75 Housing Development Finance Corporation Ltd. CRISIL - AAA 76.37 2.60
9.11 Power Finance Corporation Ltd. CRISIL - AAA 66.12 2.25
9.36 Sesa Sterlite Ltd. CRISIL - AA+ 65.12 2.22

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jan 30, 15)

Equity 0.00
Others 0.00
Debt 86.69
Mutual Funds N.A
Money Market 9.11
Cash / Call 4.20

View All

Concentration

Holdings (%)
Top 5 21.13
Top 10 33.71
Sector (%)
Top 3 N.A.

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