Moneycontrol
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
10.224 0 (0.01%)

NAV as on 20 Sep, 2017

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

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.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 20 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.5 45
3 mth 1.8 51
6 mth 4.0 96
1 year 7.9 79
2 year 3.5 79
3 year 3.4 75
5 year 5.5 22

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -0.1 -0.2 - - -
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 -0.1 -0.1 -0.1 0.6 3.5 3.4 5.5
Category avg 0.4 1.7 4.2 7.8 8.3 8.3 7.0
Difference of Fund returns and Category returns -0.5 -1.8 -4.3 -7.2 -4.8 -4.9 -1.5
Best of category 1.6 4.5 8.0 17.8 11.2 11.5 10.1
Worst of category 0.1 0.8 2.9 6.3 -0.3 1.7 2.8
HDFC Short Term Opportunities Fund (D) 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 Dividend
Launch date Jun 24, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 495.92 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.02 (Sep-11-2017)
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 (%)
ABSL Dynamic Bond -RP (G) Rank 3
8,862.99 0.8 6.3 6.4 10.8 10.0
ABSL Short Term Fund (DAP) Rank 2
0.00 1.9 4.7 8.4 9.5 9.4
Reliance Short Term - Direct (G) Rank 4
10,403.73 1.9 4.7 8.3 9.7 --
ABSL Short Term - Direct (G) Rank 3
13,567.69 1.9 4.7 8.5 9.6 --
ICICI Pru STP - Direct (G) Rank 2
3,630.51 1.9 5.3 9.5 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Indiabulls Housing Finance Ltd. CARE - AAA 522.41 5.43
National Bank for Agriculture & Rural Development CRISIL - AAA 401.78 4.17
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 319.52 3.32
Tata Sons Ltd. CRISIL - AAA 300.28 3.12
ONGC Petro additions Limited (OPAL) (Put on ONGC Limited) CRISIL - AAA(SO) 268.83 2.79
Rural Electrification Corporation Ltd. CRISIL - AAA 258.53 2.69
Housing Development Finance Corporation Ltd. CRISIL - AAA 241.01 2.50
7.86 SDL 2019 Sovereign 224.06 2.33
8.39 SDL 2019 Sovereign 220.06 2.29
Rural Electrification Corporation Ltd. CRISIL - AAA 212.06 2.20

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 0.00
Others 0.00
Debt 97.61
Mutual Funds N.A
Money Market 0.04
Cash / Call 2.35

View All

Concentration

Holdings (%)
Top 5 18.83
Top 10 30.84
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On