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HDFC Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
18.729 0 (0.02%)

NAV as on 17 Oct, 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 Jun 2017) 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 17 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.5 37
3 mth 1.7 43
6 mth 3.8 81
1 year 7.5 62
2 year 8.3 80
3 year 8.7 75
5 year 8.9 23

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.5 1.8 1.8 - -
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 0.5 1.7 3.8 7.5 8.3 8.7 8.9
Category avg 0.4 1.6 3.8 7.3 8.1 8.3 6.9
Difference of Fund returns and Category returns 0.1 0.1 0.0 0.2 0.2 0.4 2.0
Best of category 1.6 4.5 8.0 17.8 11.2 11.0 10.0
Worst of category -0.3 0.2 2.7 4.8 6.2 1.5 2.8
HDFC Short 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 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) 2,620.67 (Sep-30-2017)
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 (%)
ICICI Pru Short Term Plan (G) Rank 3
6,262.35 1.5 4.0 7.6 9.2 9.0
ICICI Pru Short Term Plan-IP (G) Not Ranked
75.14 1.5 4.0 7.6 9.3 9.2
ICICI Pru STP - Direct (G) Rank 2
5,445.72 1.7 4.4 8.5 10.0 --
ABSL Short Term - Direct (G) Rank 3
15,550.77 1.7 4.1 7.7 9.3 --
Reliance Short Term - Direct (G) Rank 4
10,553.39 1.7 4.2 7.6 9.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
Indiabulls Housing Finance Ltd. CARE - AAA 165.54 5.78
National Bank for Agriculture & Rural Development CRISIL - AAA 126.30 4.41
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 100.52 3.51
Tata Sons Ltd. CRISIL - AAA 94.22 3.29
ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) CRISIL - AAA(SO) 84.49 2.95
Rural Electrification Corporation Ltd. CRISIL - AAA 81.34 2.84
Housing Development Finance Corporation Ltd. CRISIL - AAA 71.03 2.48
7.86 SDL 2019 Sovereign 70.45 2.46
8.39 SDL 2019 Sovereign 69.31 2.42
Rural Electrification Corporation Ltd. CRISIL - AAA 66.73 2.33

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 98.13
Mutual Funds N.A
Money Market 0.04
Cash / Call 1.83

View All

Concentration

Holdings (%)
Top 5 19.94
Top 10 32.47
Sector (%)
Top 3 N.A.

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