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HDFC Short Term Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
10.260 0.01 (0.07%)

NAV as on 27 Mar, 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 Dec 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 27 Mar, 2017)

Period Returns (%) Rank #
1 mth 0.4 114
3 mth 1.7 29
6 mth 3.7 50
1 year 9.0 85
2 year 3.1 67
3 year 4.2 70
5 year 6.2 24

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 0.1 -0.4 0.4 0.6 1.1
2015 0.1 -0.4 0.3 -0.3 -
2014 0.1 0.3 -0.7 0.3 0.1
2013 -0.1 0.3 0.1 -0.3 0.4
2012 0.1 -0.3 - -0.1 -

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 -- 0.4 1.0 1.0 3.1 4.2 6.2
Category avg 0.5 1.6 3.5 9.0 8.2 8.2 7.2
Difference of Fund returns and Category returns -- -1.2 -2.5 -8.0 -5.1 -4.0 -1.0
Best of category 1.6 4.5 8.0 17.8 11.2 11.7 10.2
Worst of category 0.1 0.1 0.6 6.4 -1.8 -1.8 2.8
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) 528.41 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (Apr-25-2016)
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 Dynamic Bond -RP (G) Rank 3
9,466.69 0.1 0.6 10.5 11.0 10.1
Reliance Short Term - Direct (G) Rank 3
10,616.82 1.6 3.5 9.8 9.9 --
Birla SL Short Term Fund (DAP) Rank 2
0.00 1.7 3.7 9.8 9.8 9.7
Reliance Short Term Fund (G) Rank 3
3,836.87 1.4 3.2 9.1 9.3 9.1
Birla SL Dynamic Bond -Direct (G) Rank 3
5,054.31 0.2 1.0 11.2 11.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Debt Rating Value
(Rs cr)
Asset %
National Bank for Agriculture & Rural Development CRISIL - AAA 401.74 4.03
Reliance Jio Infocomm Limited CRISIL - AAA 381.83 3.83
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 321.10 3.22
ONGC Petro additions Limited (OPAL) CRISIL - AAA(SO) 270.15 2.71
Housing Development Finance Corporation Ltd. CRISIL - AAA 227.09 2.28
7.86 SDL 2019 Sovereign 223.92 2.25
8.39 SDL 2019 Sovereign 220.56 2.21
National Housing Bank CRISIL - AAA 210.66 2.11
Small Industries Development Bank of India CARE - AAA 150.14 1.51
National Bank for Agriculture & Rural Development CRISIL - AAA 149.83 1.50

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 0.00
Others 0.00
Debt 87.76
Mutual Funds 4.01
Money Market 3.08
Cash / Call 5.15

View All

Concentration

Holdings (%)
Top 5 16.07
Top 10 25.65
Sector (%)
Top 3 N.A.

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