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HDFC Short Term Opportunities Fund (D)

PLAN: OPTIONS:
10.139 0 (0.03%)

NAV as on 22 May, 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

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Mar 2014) down from Rank 1 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 22 May, 2015)

Period Returns (%) Rank #
1 mth 0.5 62
3 mth 2.1 27
6 mth 4.3 67
1 year 9.6 69
2 year 9.0 25
3 year 9.4 18
5 year - -

# Moneycontrol Rank within Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.1 - - - -
2014 0.1 0.3 -0.7 0.3 -
2013 -0.1 0.3 0.1 -0.3 0.4
2012 0.1 -0.3 - -0.1 -
2011 0.3 -0.2 -0.1 -0.1 0.2
2010 - 0.1 -0.1 - -

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 0.5 2.1 4.3 9.6 9.0 9.4 --
Category avg 0.4 1.8 4.1 9.1 7.0 7.3 5.6
Difference of Fund returns and Category returns 0.1 0.3 0.2 0.5 2.0 2.1 --
Best of category 1.2 3.0 6.7 14.0 11.1 10.6 9.8
Worst of category 0.1 0.9 3.0 7.5 5.6 7.6 2.7
HDFC Short Term Opportunities Fund (D) 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 Dividend
Launch date Jun 24, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 633.66 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.0.03 (Dec-10-2014)
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
7,427.76 1.5 6.3 13.4 10.5 9.5
Birla SL Dynamic Bond -Direct (G) Not Ranked
3,902.03 1.7 6.7 14.0 -- --
Reliance Short Term Fund (G) Rank 3
2,075.38 1.7 4.3 9.9 9.5 8.5
Reliance Short Term - Direct (G) Not Ranked
3,329.34 1.9 4.6 10.6 -- --
Birla SL Short Term - Direct (G) Not Ranked
4,598.27 2.0 4.5 10.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Debt Rating Value
(Rs cr)
Asset %
8.25 Steel Authority of India Ltd CARE - AAA 149.77 3.55
8.38 Steel Authority of India Ltd CARE - AAA 145.37 3.44
8.9 Power Finance Corporation Ltd CRISIL - AAA 116.13 2.75
LIC Housing Finance Ltd CARE - AAA / CRISIL - AAA 113.27 2.68
9.74 LIC Housing Finance Ltd CARE - AAA / CRISIL - AAA 100.78 2.39
7.95 Export - Import Bank of India CRISIL - AAA 89.79 2.13
7.49 7.49 GOI 2017 Sovereign 86.39 2.05
9 Petronet LNG Ltd CRISIL - AA+ 85.79 2.03
8.41 Housing Development Finance Corporation Ltd CRISIL - AAA 82.59 1.96
9.32 Power Finance Corporation Ltd CRISIL - AAA 80.49 1.91

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 0.00
Others 0.00
Debt 73.64
Mutual Funds 5.92
Money Market 17.77
Cash / Call 2.67

View All

Concentration

Holdings (%)
Top 5 14.81
Top 10 24.89
Sector (%)
Top 3 N.A.

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