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HDFC Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
17.800 0 (0.01%)

NAV as on 19 Jan, 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 Sep 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 19 Jan, 2017)

Period Returns (%) Rank #
1 mth 0.8 103
3 mth 2.1 80
6 mth 4.7 98
1 year 9.6 96
2 year 8.9 75
3 year 9.5 61
5 year 9.4 19

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 2.1 - - - -
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 0.8 2.1 4.7 9.6 8.9 9.5 9.4
Category avg 0.8 2.1 4.9 9.7 8.4 8.0 7.3
Difference of Fund returns and Category returns 0.0 0.0 -0.2 -0.1 0.5 1.5 2.1
Best of category 1.6 4.5 8.0 17.8 11.3 12.8 10.7
Worst of category 0.3 1.3 2.9 6.4 -1.5 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 Short Term - Direct (G) Not Ranked
11,840.17 2.2 5.4 10.7 10.2 --
Reliance Short Term - Direct (G) Not Ranked
10,616.82 2.1 5.4 10.9 10.4 --
Birla SL Dynamic Bond -RP (G) Rank 1
9,466.69 1.8 6.8 15.5 12.1 10.7
HDFC Medium Term Opport. - DP (G) Not Ranked
6,122.20 2.4 5.8 11.4 10.3 --
ICICI Pru Banking & PSU-Direct (G) Not Ranked
6,522.12 2.7 6.7 13.4 11.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Debt Rating Value
(Rs cr)
Asset %
National Bank for Agriculture & Rural Development CRISIL - AAA 139.66 4.55
Reliance Jio Infocomm Limited CRISIL - AAA 123.09 4.01
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 111.42 3.63
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 93.62 3.05
8.39 SDL 2019 Sovereign 76.74 2.50
National Housing Bank CRISIL - AAA 73.05 2.38
7.86 SDL 2019 Sovereign 53.10 1.73
Housing Development Finance Corporation Ltd. CRISIL - AAA 52.18 1.70
Small Industries Development Bank of India CARE - AAA 52.18 1.70
National Bank for Agriculture & Rural Development CRISIL - AAA 51.87 1.69

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 93.41
Mutual Funds N.A
Money Market 2.79
Cash / Call 3.80

View All

Concentration

Holdings (%)
Top 5 17.74
Top 10 26.94
Sector (%)
Top 3 N.A.

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