SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Short Term > HDFC Mutual Fund > HDFC Short Term Opportunities Fund (D)

HDFC Short Term Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
10.138 0 (0.01%)

NAV as on 25 May, 2016

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 25 May, 2016)

Period Returns (%) Rank #
1 mth 0.5 52
3 mth 2.8 91
6 mth 4.0 69
1 year 8.6 60
2 year 9.1 59
3 year 8.9 31
5 year 9.3 15

# Moneycontrol Rank within 142 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 0.1 - - - -
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 -
2011 0.3 -0.2 -0.1 -0.1 0.2

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 2.8 4.0 8.6 9.1 8.9 9.3
Category avg 0.5 3.0 3.9 7.9 8.2 6.8 6.9
Difference of Fund returns and Category returns 0.0 -0.2 0.1 0.7 0.9 2.1 2.4
Best of category 1.2 6.7 14.4 12.1 11.7 10.6 10.1
Worst of category 0.4 1.3 2.3 -10.1 -0.6 2.2 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) 561.67 (Dec-31-2015)
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 0.50%
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
8,211.09 6.1 4.3 8.6 9.1 10.1
Reliance Short Term - Direct (G) Not Ranked
4,260.34 3.2 4.3 9.0 9.1 --
Birla SL Dynamic Bond -Direct (G) Not Ranked
5,296.89 6.3 4.7 9.4 9.7 --
Birla SL Short Term - Direct (G) Not Ranked
6,563.71 3.0 4.5 9.1 9.2 --
Birla SL Short Term Fund (G) Rank 2
1,887.48 3.0 4.4 9.0 9.1 9.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Debt Rating Value
(Rs cr)
Asset %
8.55 Reliance Jio Infocomm Limited CRISIL - AAA 302.60 4.49
8.2 National Housing Bank CRISIL - AAA 209.52 3.11
8.29 National Bank for Agriculture & Rural Development CRISIL - AAA 148.83 2.21
8.38 Steel Authority of India Ltd. FITCH - AA 145.12 2.16
7.8 National Bank for Agriculture & Rural Development CRISIL - AAA 143.09 2.13
8.39 SDL 2018 Sovereign 126.55 1.88
8.4 Power Finance Corporation Ltd. CRISIL - AAA 126.07 1.87
LIC Housing Finance Ltd. CRISIL - AAA 123.26 1.83
8.06 Small Industries Development Bank of India CARE - AAA 115.63 1.72
8.5 Power Finance Corporation Ltd. CRISIL - AAA 110.99 1.65

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 0.00
Others 0.00
Debt 89.06
Mutual Funds N.A
Money Market 6.89
Cash / Call 4.05

View All

Concentration

Holdings (%)
Top 5 14.10
Top 10 23.05
Sector (%)
Top 3 N.A.

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.