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The scheme is ranked 1 in Debt Short Term category by Crisil (for quarter ended Mar 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 | 0.8 | 28 |
| 3 Months | 1.1 | 32 |
| 6 Months | 2.7 | 23 |
| 1 Year | 5.6 | 21 |
| 2 Years | 7.1 | 47 |
| 3 Years | 7.6 | 44 |
| 5 Years | 8.2 | 34 |
# Moneycontrol Rank within 110 Debt Short Term 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 | - | - | - | - |
| 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 |
| 2013 | 2.1 | 2.3 | 0.7 | 2.7 | 8.3 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 0.8 | 1.1 | 2.7 | 5.6 | 5.6 | 7.1 | 7.6 |
| Category average | 0.7 | 0.9 | 2.1 | 4.4 | 6.8 | 7.2 | 6.3 |
| Difference of Fund returns and Category returns | 0.1 | 0.2 | 0.6 | 1.2 | -1.2 | -0.1 | 1.3 |
| Best of Category | 1 | 1.8 | 3.5 | 7.1 | 9.3 | 9 | 9.5 |
| Worst of Category | 0.3 | 0.2 | 0.1 | -0.9 | 5.1 | 0.5 | 3.9 |
| 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
3365.14 ( Mar 31, 2018 )
Mar 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(%) |
|---|---|---|---|---|---|---|---|---|
| UTI Short Term Income Fund - Institutional (G) | 3,378.80 | 21.3 | 1.0 | 2.2 | 4.6 | 7.7 | 8.2 | |
| Aditya Birla Sun Life Corporate Bond Fund (Discipline Advantage Plan) | 0.00 | 20.5 | 1.3 | 1.8 | 5.5 | 7.9 | 8.5 | |
| Aditya Birla Sun Life Corporate Bond Fund - Direct Plan (G) | 14,064.49 | 67.2 | 1.0 | 2.4 | 5.2 | 8.0 | 8.6 | |
| Reliance Short Term Fund (G) | 3,182.10 | 32.7 | 0.5 | 1.7 | 3.9 | 7.1 | 7.8 | |
| HDFC Short Term Debt Fund (G) | 3,365.14 | 19.4 | 1.1 | 2.7 | 5.6 | 7.6 | 8.2 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| Indiabulls Housing Finance Ltd. | CARE - AAA | 547.40 | 5.23 |
| National Bank for Agriculture & Rural Development | CRISIL - AAA | 480.47 | 4.59 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 265.17 | 3.01 |
| Tata Sons Ltd. | CRISIL - AAA | 291.62 | 2.79 |
| Power Finance Corporation Ltd. | CRISIL - AAA | 288.41 | 2.76 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 265.17 | 2.54 |
| Small Industries Development Bank of India | CARE - AAA | 211.74 | 2.39 |
| Rural Electrification Corporation Ltd. | CRISIL - AAA | 224.65 | 2.15 |
| Housing Development Finance Corporation Ltd. | CRISIL - AAA | 223.39 | 2.14 |
| Small Industries Development Bank of India | CARE - AAA | 211.74 | 2.02 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 92.85 |
| Mutual Funds | 0.00 |
| Money Market | 3.17 |
| Cash / Call | 3.98 |
| Sector | % | ||
|---|---|---|---|
| No Sector Allocation Data Available | |||
| Holdings | % |
|---|---|
| Top 5 | 18.38 |
| Top 10 | 92.85 |
| Sectors | % |
|---|---|
| Top 3 | 0 |
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