Optional
Optional
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The scheme is ranked 1 in Short Duration Fund category by Crisil (for quarter ended Sep 2018 ) 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.
HDFC Short Term Opportunities Fund has been renamed as HDFC Short Term Debt Fund w.e.f. May 16, 2018
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | 1.1 | 21 |
| 3 Months | 2.6 | 30 |
| 6 Months | 4.1 | 20 |
| 1 Year | 7.3 | 14 |
| 2 Years | 6.7 | 14 |
| 3 Years | 7.7 | 23 |
| 5 Years | 8.4 | 26 |
# Moneycontrol Rank within 67 Short Duration Fund Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | 1.7 | 0.7 | 1.4 | 2.6 | 6.9 |
| 2017 | 1.5 | 1.8 | 1.8 | 0.8 | 6.3 |
| 2016 | 2.1 | 1.9 | 2.7 | 1.9 | 9.3 |
| 2015 | 2.3 | 1.7 | 2.3 | 1.7 | 8.6 |
| 2014 | 2.5 | 2.6 | 2.1 | 2.7 | 10.4 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 1.1 | 2.6 | 4.1 | 7.3 | 6.7 | 7.7 | 8.4 |
| Category average | 1 | 2.5 | 3.8 | 6.7 | 6.2 | 7.5 | 8.1 |
| Difference of Fund returns and Category returns | 0.1 | 0.1 | 0.3 | 0.6 | 0.5 | 0.2 | 0.3 |
| Best of Category | 1.4 | 3.9 | 5.8 | 9.8 | 9.3 | 9.4 | 10.1 |
| Worst of Category | 0.2 | -0.8 | -2.3 | 0.9 | 2.6 | 4.8 | 3.8 |
| Benchmark returns # | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Difference of Fund returns and Benchmark returns | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.
Open-Ended
Growth
Apr 06, 0010
CRISIL Short Term Bond Fund
2255.06 ( Dec 31, 2018 )
Dec 31, 2018
Rs.5000
N.A.
Anil Bamboli
View performance of schemes managed by the Fund Manager
HDFC Short Term Opportunities Fund has been renamed as HDFC Short Term Debt Fund w.e.f. May 16, 2018
N.A
0
Exit load the revised exit load will be Nil.
N.A.
66316333
91 22 22821144
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| Franklin (I) Short Term Income - Inst. Plan (G) | 9.07 | 3238.6 | 3.8 | 5.6 | 9.4 | 9.0 | 9.7 | |
| Franklin India Short Term Income Plan - Retail Plan (G) | 9,326.76 | 3925.6 | 3.7 | 5.4 | 9.0 | 8.6 | 9.3 | |
| Franklin India Short Term Income Plan - Direct Plan (G) | 2,281.36 | 4114.1 | 3.9 | 5.8 | 9.8 | 9.4 | 10.1 | |
| UTI Short Term Income Fund - Institutional (G) | 2,831.44 | 22.2 | 2.1 | 3.4 | 6.2 | 7.4 | 8.2 | |
| UTI Short Term Income Fund - Retail Plan (G) | 65.39 | 31.9 | 2.0 | 3.2 | 5.8 | 7.0 | 7.9 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| National Bank for Agri & Rural Dev. | CRISIL - AAA | 135.56 | 5.41 |
| Indiabulls Housing Finance Ltd. | BRICKWORKS - AAA | 125.03 | 4.99 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 73.92 | 3.23 |
| Tata Sons Ltd. | CRISIL - AAA | 76.17 | 3.04 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 73.92 | 2.95 |
| Power Finance Corporation Ltd | CRISIL - AAA | 48.11 | 2.68 |
| Housing and Urban Development Corporation Ltd. | ICRA - AAA | 55.37 | 2.21 |
| Tata Capital Financial Services Ltd | ICRA - AAA | 54.87 | 2.19 |
| Rural Electrification Corporation Ltd. | CRISIL - AAA | 48.36 | 1.93 |
| Power Finance Corporation Ltd | CARE - AAA | 48.11 | 1.92 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 95.58 |
| Mutual Funds | 0.00 |
| Money Market | 0.71 |
| Cash / Call | 3.71 |
| Sector | % | ||
|---|---|---|---|
| No Sector Allocation Data Available | |||
| Holdings | % |
|---|---|
| Top 5 | 19.62 |
| Top 10 | 95.58 |
| Sectors | % |
|---|---|
| Top 3 |
| Add a comment...
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Posted by : neetpankaj
i will try this for my experience in the share market and for better money See more
Posted by : neetpankaj
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